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SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN
Plan identification number 002

SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA
Employer identification number (EIN):950079082
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01JOANNE KELLER
0022015-07-01JOANNE KELLER
0022014-07-01JOANNE KELLER
0022014-07-01JOANNE KELLER
0022013-07-01JOANNE KELLER
0022012-07-01JOANNE KELLER
0022011-07-01GEORGE WALLACE
0022010-07-01GEORGE WALLACE
0022009-07-01GEORGE WALLACE

Plan Statistics for SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0127,002
Total number of active participants reported on line 7a of the Form 55002022-07-0126,117
Number of retired or separated participants receiving benefits2022-07-01663
Number of other retired or separated participants entitled to future benefits2022-07-01522
Total of all active and inactive participants2022-07-0127,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-01678
Total participants2022-07-0127,980
Number of participants with account balances2022-07-0113,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Number of employers contributing to the scheme2022-07-01559
2021: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0126,419
Total number of active participants reported on line 7a of the Form 55002021-07-0125,395
Number of retired or separated participants receiving benefits2021-07-01559
Number of other retired or separated participants entitled to future benefits2021-07-01517
Total of all active and inactive participants2021-07-0126,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01531
Total participants2021-07-0127,002
Number of participants with account balances2021-07-0113,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-01555
2020: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0125,549
Total number of active participants reported on line 7a of the Form 55002020-07-0124,826
Number of retired or separated participants receiving benefits2020-07-01497
Number of other retired or separated participants entitled to future benefits2020-07-01518
Total of all active and inactive participants2020-07-0125,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01578
Total participants2020-07-0126,419
Number of participants with account balances2020-07-0113,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-01565
2019: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0124,235
Total number of active participants reported on line 7a of the Form 55002019-07-0124,010
Number of retired or separated participants receiving benefits2019-07-01503
Number of other retired or separated participants entitled to future benefits2019-07-01489
Total of all active and inactive participants2019-07-0125,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01547
Total participants2019-07-0125,549
Number of participants with account balances2019-07-0113,270
Number of employers contributing to the scheme2019-07-01538
2018: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0123,289
Total number of active participants reported on line 7a of the Form 55002018-07-0122,794
Number of retired or separated participants receiving benefits2018-07-01516
Number of other retired or separated participants entitled to future benefits2018-07-01409
Total of all active and inactive participants2018-07-0123,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01516
Total participants2018-07-0124,235
Number of participants with account balances2018-07-0112,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-01497
2017: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0122,447
Total number of active participants reported on line 7a of the Form 55002017-07-0121,999
Number of retired or separated participants receiving benefits2017-07-01306
Number of other retired or separated participants entitled to future benefits2017-07-01503
Total of all active and inactive participants2017-07-0122,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01481
Total participants2017-07-0123,289
Number of participants with account balances2017-07-0112,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0117
Number of employers contributing to the scheme2017-07-01494
2016: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0121,541
Total number of active participants reported on line 7a of the Form 55002016-07-0121,254
Number of retired or separated participants receiving benefits2016-07-01297
Number of other retired or separated participants entitled to future benefits2016-07-01473
Total of all active and inactive participants2016-07-0122,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01423
Total participants2016-07-0122,447
Number of participants with account balances2016-07-0111,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0117
Number of employers contributing to the scheme2016-07-01497
2015: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0120,915
Total number of active participants reported on line 7a of the Form 55002015-07-0120,423
Number of retired or separated participants receiving benefits2015-07-01142
Number of other retired or separated participants entitled to future benefits2015-07-01594
Total of all active and inactive participants2015-07-0121,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01382
Total participants2015-07-0121,541
Number of participants with account balances2015-07-0111,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0117
Number of employers contributing to the scheme2015-07-01498
2014: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0120,324
Total number of active participants reported on line 7a of the Form 55002014-07-0119,866
Number of retired or separated participants receiving benefits2014-07-01108
Number of other retired or separated participants entitled to future benefits2014-07-01591
Total of all active and inactive participants2014-07-0120,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01350
Total participants2014-07-0120,915
Number of participants with account balances2014-07-0111,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0117
Number of employers contributing to the scheme2014-07-01501
2013: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0120,960
Total number of active participants reported on line 7a of the Form 55002013-07-0119,341
Number of retired or separated participants receiving benefits2013-07-01202
Number of other retired or separated participants entitled to future benefits2013-07-01467
Total of all active and inactive participants2013-07-0120,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01314
Total participants2013-07-0120,324
Number of participants with account balances2013-07-0113,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0113
Number of employers contributing to the scheme2013-07-01529
2012: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0118,992
Total number of active participants reported on line 7a of the Form 55002012-07-0118,507
Number of retired or separated participants receiving benefits2012-07-01433
Number of other retired or separated participants entitled to future benefits2012-07-011,728
Total of all active and inactive participants2012-07-0120,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01292
Total participants2012-07-0120,960
Number of participants with account balances2012-07-0113,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0113
Number of employers contributing to the scheme2012-07-01552
2011: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0118,449
Total number of active participants reported on line 7a of the Form 55002011-07-0117,060
Number of retired or separated participants receiving benefits2011-07-01742
Number of other retired or separated participants entitled to future benefits2011-07-01992
Total of all active and inactive participants2011-07-0118,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01198
Total participants2011-07-0118,992
Number of participants with account balances2011-07-0112,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-01573
2010: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0114,923
Total number of active participants reported on line 7a of the Form 55002010-07-0116,439
Number of retired or separated participants receiving benefits2010-07-01881
Number of other retired or separated participants entitled to future benefits2010-07-01949
Total of all active and inactive participants2010-07-0118,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-01180
Total participants2010-07-0118,449
Number of participants with account balances2010-07-0113,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
Number of employers contributing to the scheme2010-07-01557
2009: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0115,952
Total number of active participants reported on line 7a of the Form 55002009-07-0113,925
Number of retired or separated participants receiving benefits2009-07-01239
Number of other retired or separated participants entitled to future benefits2009-07-01716
Total of all active and inactive participants2009-07-0114,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0143
Total participants2009-07-0114,923
Number of participants with account balances2009-07-0114,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-01604

Financial Data on SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-1,507,945
Total unrealized appreciation/depreciation of assets2023-06-30$-1,507,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$1,463,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$23,148,017
Total income from all sources (including contributions)2023-06-30$113,999,771
Total loss/gain on sale of assets2023-06-30$3,629,323
Total of all expenses incurred2023-06-30$52,919,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$47,794,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$60,713,539
Value of total assets at end of year2023-06-30$1,092,980,707
Value of total assets at beginning of year2023-06-30$1,053,584,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$5,124,022
Total interest from all sources2023-06-30$12,051,679
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$17,349,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$16,767,007
Administrative expenses professional fees incurred2023-06-30$158,523
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$2,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Participant contributions at end of year2023-06-30$14,904,917
Participant contributions at beginning of year2023-06-30$14,192,371
Assets. Other investments not covered elsewhere at end of year2023-06-30$4,928,601
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$720,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$5,480,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$4,228,053
Administrative expenses (other) incurred2023-06-30$3,150,277
Liabilities. Value of operating payables at end of year2023-06-30$1,463,100
Liabilities. Value of operating payables at beginning of year2023-06-30$23,148,017
Total non interest bearing cash at end of year2023-06-30$1,038,310
Total non interest bearing cash at beginning of year2023-06-30$774,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$61,080,762
Value of net assets at end of year (total assets less liabilities)2023-06-30$1,091,517,607
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$1,030,436,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2023-06-30$150,058
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$1,815,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$193,948,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$194,424,748
Interest on participant loans2023-06-30$714,815
Interest earned on other investments2023-06-30$580,853
Income. Interest from US Government securities2023-06-30$3,802,996
Income. Interest from corporate debt instruments2023-06-30$6,634,253
Value of interest in common/collective trusts at end of year2023-06-30$490,916,848
Value of interest in common/collective trusts at beginning of year2023-06-30$463,409,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$10,327,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$33,407,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$33,407,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$318,762
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$70,893,592
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$59,874,821
Asset value of US Government securities at end of year2023-06-30$125,042,852
Asset value of US Government securities at beginning of year2023-06-30$122,365,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$-17,234,454
Net investment gain or loss from common/collective trusts2023-06-30$27,510,856
Net gain/loss from 103.12 investment entities2023-06-30$11,486,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$59,993,291
Employer contributions (assets) at end of year2023-06-30$6,468,826
Employer contributions (assets) at beginning of year2023-06-30$6,471,940
Income. Dividends from common stock2023-06-30$582,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$47,794,987
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$36,596,050
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$28,423,149
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$90,846,009
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$90,386,470
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$41,584,102
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$35,617,880
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$4,893
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$9,087
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$128,721,512
Aggregate carrying amount (costs) on sale of assets2023-06-30$125,092,189
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-06-30952036255
2022 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-34,099,675
Total unrealized appreciation/depreciation of assets2022-06-30$-34,099,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$23,148,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$14,613,724
Total income from all sources (including contributions)2022-06-30$-14,468,487
Total loss/gain on sale of assets2022-06-30$1,688,952
Total of all expenses incurred2022-06-30$48,068,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$43,229,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$59,070,149
Value of total assets at end of year2022-06-30$1,053,584,862
Value of total assets at beginning of year2022-06-30$1,107,587,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$4,839,031
Total interest from all sources2022-06-30$7,679,616
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$10,755,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$9,925,305
Administrative expenses professional fees incurred2022-06-30$172,630
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$14,192,371
Participant contributions at beginning of year2022-06-30$13,444,825
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$206,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$4,228,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$3,875,595
Administrative expenses (other) incurred2022-06-30$2,655,339
Liabilities. Value of operating payables at end of year2022-06-30$23,148,017
Liabilities. Value of operating payables at beginning of year2022-06-30$14,613,724
Total non interest bearing cash at end of year2022-06-30$774,519
Total non interest bearing cash at beginning of year2022-06-30$958,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-62,536,599
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,030,436,845
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,092,973,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2022-06-30$549,954
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$2,011,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$194,424,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$222,077,722
Interest on participant loans2022-06-30$601,617
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$316,690
Income. Interest from US Government securities2022-06-30$2,256,526
Income. Interest from corporate debt instruments2022-06-30$4,311,654
Value of interest in common/collective trusts at end of year2022-06-30$463,409,183
Value of interest in common/collective trusts at beginning of year2022-06-30$322,011,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$33,407,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$25,181,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$25,181,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$193,129
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$59,874,821
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$77,152,444
Asset value of US Government securities at end of year2022-06-30$122,365,103
Asset value of US Government securities at beginning of year2022-06-30$132,898,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-16,742,228
Net investment gain or loss from common/collective trusts2022-06-30$-11,728,537
Net gain/loss from 103.12 investment entities2022-06-30$-31,092,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$58,863,834
Employer contributions (assets) at end of year2022-06-30$6,471,940
Employer contributions (assets) at beginning of year2022-06-30$6,367,513
Income. Dividends from common stock2022-06-30$830,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$43,229,081
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$28,423,149
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$26,195,809
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$90,386,470
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$53,133,116
Contract administrator fees2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$35,617,880
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$224,290,097
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$9,087
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$553
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$650,826,720
Aggregate carrying amount (costs) on sale of assets2022-06-30$649,137,768
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-06-30952036255
2021 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$53,201,052
Total unrealized appreciation/depreciation of assets2021-06-30$53,201,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$14,613,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$7,198,181
Total income from all sources (including contributions)2021-06-30$221,026,500
Total loss/gain on sale of assets2021-06-30$12,797,074
Total of all expenses incurred2021-06-30$38,413,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$32,122,776
Expenses. Certain deemed distributions of participant loans2021-06-30$1,470,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$55,034,110
Value of total assets at end of year2021-06-30$1,107,587,168
Value of total assets at beginning of year2021-06-30$917,558,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,819,474
Total interest from all sources2021-06-30$6,500,585
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$9,314,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$6,528,876
Administrative expenses professional fees incurred2021-06-30$153,199
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$15,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-06-300
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$13,444,825
Participant contributions at beginning of year2021-06-30$12,775,565
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$592,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$3,875,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$4,257,841
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$2,608,709
Liabilities. Value of operating payables at end of year2021-06-30$14,613,724
Liabilities. Value of operating payables at beginning of year2021-06-30$7,198,181
Total non interest bearing cash at end of year2021-06-30$958,331
Total non interest bearing cash at beginning of year2021-06-30$561,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$182,613,463
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,092,973,444
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$910,359,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-06-30$549,954
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$2,057,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$222,077,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$212,357,272
Interest on participant loans2021-06-30$595,622
Interest earned on other investments2021-06-30$272,507
Income. Interest from US Government securities2021-06-30$2,317,054
Income. Interest from corporate debt instruments2021-06-30$3,307,222
Value of interest in common/collective trusts at end of year2021-06-30$322,011,556
Value of interest in common/collective trusts at beginning of year2021-06-30$265,753,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$25,181,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$18,874,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$18,874,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$8,180
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$77,152,444
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$52,928,757
Asset value of US Government securities at end of year2021-06-30$132,898,245
Asset value of US Government securities at beginning of year2021-06-30$100,628,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,185,465
Net investment gain or loss from common/collective trusts2021-06-30$56,259,467
Net gain/loss from 103.12 investment entities2021-06-30$24,733,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$54,441,422
Employer contributions (assets) at end of year2021-06-30$6,367,513
Employer contributions (assets) at beginning of year2021-06-30$5,451,336
Income. Dividends from common stock2021-06-30$2,786,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$32,122,776
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$26,195,809
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$31,301,633
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$53,133,116
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$57,651,479
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$224,290,097
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$155,012,866
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$553
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$3,868
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$247,933,240
Aggregate carrying amount (costs) on sale of assets2021-06-30$235,136,166
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-06-30952036255
2020 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$10,451,774
Total unrealized appreciation/depreciation of assets2020-06-30$10,451,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$7,198,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$3,333,307
Total income from all sources (including contributions)2020-06-30$89,089,354
Total loss/gain on sale of assets2020-06-30$-2,211,134
Total of all expenses incurred2020-06-30$35,242,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$30,028,595
Expenses. Certain deemed distributions of participant loans2020-06-30$1,047,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$58,084,108
Value of total assets at end of year2020-06-30$917,558,162
Value of total assets at beginning of year2020-06-30$859,846,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$4,166,092
Total interest from all sources2020-06-30$6,892,596
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$10,314,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$7,261,813
Administrative expenses professional fees incurred2020-06-30$239,790
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$15,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$12,775,565
Participant contributions at beginning of year2020-06-30$11,817,591
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$178,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$4,257,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$3,743,947
Other income not declared elsewhere2020-06-30$279,227
Administrative expenses (other) incurred2020-06-30$2,397,778
Liabilities. Value of operating payables at end of year2020-06-30$7,198,181
Liabilities. Value of operating payables at beginning of year2020-06-30$3,333,307
Total non interest bearing cash at end of year2020-06-30$561,585
Total non interest bearing cash at beginning of year2020-06-30$535,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$53,847,180
Value of net assets at end of year (total assets less liabilities)2020-06-30$910,359,981
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$856,512,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-06-30$549,954
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$1,528,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$212,357,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$283,226,096
Interest on participant loans2020-06-30$532,556
Income. Interest from US Government securities2020-06-30$3,191,954
Income. Interest from corporate debt instruments2020-06-30$2,988,239
Value of interest in common/collective trusts at end of year2020-06-30$265,753,362
Value of interest in common/collective trusts at beginning of year2020-06-30$176,374,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$18,874,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$12,539,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$12,539,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$179,847
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$52,928,757
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$54,735,704
Asset value of US Government securities at end of year2020-06-30$100,628,358
Asset value of US Government securities at beginning of year2020-06-30$82,688,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,330,193
Net investment gain or loss from common/collective trusts2020-06-30$3,389,518
Net gain/loss from 103.12 investment entities2020-06-30$-1,441,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$57,905,926
Employer contributions (assets) at end of year2020-06-30$5,451,336
Employer contributions (assets) at beginning of year2020-06-30$6,259,337
Income. Dividends from common stock2020-06-30$3,052,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$30,028,595
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$31,301,633
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$26,149,166
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$57,651,479
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$44,084,750
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$155,012,866
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$157,683,827
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$3,868
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$7,183
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$268,260,553
Aggregate carrying amount (costs) on sale of assets2020-06-30$270,471,687
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-06-30952036255
2019 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$14,497,037
Total unrealized appreciation/depreciation of assets2019-06-30$14,497,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,333,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,060,827
Total income from all sources (including contributions)2019-06-30$104,496,298
Total loss/gain on sale of assets2019-06-30$-300,475
Total of all expenses incurred2019-06-30$38,945,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$33,892,720
Expenses. Certain deemed distributions of participant loans2019-06-30$1,256,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$55,681,885
Value of total assets at end of year2019-06-30$859,846,108
Value of total assets at beginning of year2019-06-30$792,022,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$3,796,563
Total interest from all sources2019-06-30$6,821,180
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$13,620,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$10,883,045
Administrative expenses professional fees incurred2019-06-30$277,743
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-300
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$11,817,591
Participant contributions at beginning of year2019-06-30$11,016,880
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$226,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$3,743,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$3,290,826
Other income not declared elsewhere2019-06-30$347,519
Administrative expenses (other) incurred2019-06-30$2,213,358
Liabilities. Value of operating payables at end of year2019-06-30$3,333,307
Liabilities. Value of operating payables at beginning of year2019-06-30$1,060,827
Total non interest bearing cash at end of year2019-06-30$535,754
Total non interest bearing cash at beginning of year2019-06-30$541,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$65,550,844
Value of net assets at end of year (total assets less liabilities)2019-06-30$856,512,801
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$790,961,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-06-30$549,357
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$1,305,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$283,226,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$298,253,095
Interest on participant loans2019-06-30$482,798
Income. Interest from US Government securities2019-06-30$3,082,294
Income. Interest from corporate debt instruments2019-06-30$3,141,537
Value of interest in common/collective trusts at end of year2019-06-30$176,374,827
Value of interest in common/collective trusts at beginning of year2019-06-30$94,560,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$12,539,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$10,343,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$10,343,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$114,551
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$54,735,704
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$57,214,397
Asset value of US Government securities at end of year2019-06-30$82,688,519
Asset value of US Government securities at beginning of year2019-06-30$102,157,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$5,394,348
Net investment gain or loss from common/collective trusts2019-06-30$10,506,333
Net gain/loss from 103.12 investment entities2019-06-30$-2,072,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$55,455,878
Employer contributions (assets) at end of year2019-06-30$6,259,337
Employer contributions (assets) at beginning of year2019-06-30$5,199,631
Income. Dividends from common stock2019-06-30$2,737,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$33,892,720
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$26,149,166
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$16,897,135
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$44,084,750
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$46,284,442
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$157,683,827
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$146,209,805
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$7,183
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$53,505
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$106,658,642
Aggregate carrying amount (costs) on sale of assets2019-06-30$106,959,117
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-06-30952036255
2018 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$7,961,239
Total unrealized appreciation/depreciation of assets2018-06-30$7,961,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,060,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$951,090
Total income from all sources (including contributions)2018-06-30$88,346,277
Total loss/gain on sale of assets2018-06-30$4,081,433
Total of all expenses incurred2018-06-30$32,278,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$26,846,023
Expenses. Certain deemed distributions of participant loans2018-06-30$1,560,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$47,135,721
Value of total assets at end of year2018-06-30$792,022,784
Value of total assets at beginning of year2018-06-30$735,845,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$3,872,024
Total interest from all sources2018-06-30$6,379,108
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$14,083,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$11,664,581
Administrative expenses professional fees incurred2018-06-30$188,711
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$46,859,875
Amount contributed by the employer to the plan for this plan year2018-06-30$46,859,875
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$11,016,880
Participant contributions at beginning of year2018-06-30$10,131,577
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$30,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$3,290,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$2,598,634
Other income not declared elsewhere2018-06-30$343,361
Administrative expenses (other) incurred2018-06-30$2,283,716
Liabilities. Value of operating payables at end of year2018-06-30$1,060,827
Liabilities. Value of operating payables at beginning of year2018-06-30$951,090
Total non interest bearing cash at end of year2018-06-30$541,478
Total non interest bearing cash at beginning of year2018-06-30$517,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$56,067,869
Value of net assets at end of year (total assets less liabilities)2018-06-30$790,961,957
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$734,894,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-06-30$589,880
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$1,399,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$298,253,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$288,489,841
Interest on participant loans2018-06-30$405,113
Income. Interest from US Government securities2018-06-30$2,964,323
Income. Interest from corporate debt instruments2018-06-30$2,908,397
Value of interest in common/collective trusts at end of year2018-06-30$94,560,631
Value of interest in common/collective trusts at beginning of year2018-06-30$87,535,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$10,343,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$8,374,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$8,374,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$101,275
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$57,214,397
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$54,384,953
Asset value of US Government securities at end of year2018-06-30$102,157,083
Asset value of US Government securities at beginning of year2018-06-30$93,092,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-1,928,721
Net investment gain or loss from common/collective trusts2018-06-30$7,025,067
Net gain/loss from 103.12 investment entities2018-06-30$3,265,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$47,105,013
Employer contributions (assets) at end of year2018-06-30$5,199,631
Employer contributions (assets) at beginning of year2018-06-30$4,341,013
Income. Dividends from common stock2018-06-30$2,418,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$26,846,023
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$16,897,135
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$11,261,887
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$46,284,442
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$48,308,211
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$146,209,805
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$126,805,446
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$53,505
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$3,402
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$178,149,671
Aggregate carrying amount (costs) on sale of assets2018-06-30$174,068,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-06-30952036255
2017 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$14,553,482
Total unrealized appreciation/depreciation of assets2017-06-30$14,553,482
Total transfer of assets from this plan2017-06-30$343,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$951,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$948,442
Total income from all sources (including contributions)2017-06-30$102,899,432
Total loss/gain on sale of assets2017-06-30$11,614,417
Total of all expenses incurred2017-06-30$34,806,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$30,358,417
Expenses. Certain deemed distributions of participant loans2017-06-30$1,280,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$45,517,121
Value of total assets at end of year2017-06-30$735,845,178
Value of total assets at beginning of year2017-06-30$668,093,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,167,875
Total interest from all sources2017-06-30$5,902,049
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$13,471,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$10,563,557
Administrative expenses professional fees incurred2017-06-30$180,347
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$10,131,577
Participant contributions at beginning of year2017-06-30$9,656,973
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$131,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$2,598,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$3,217,642
Other income not declared elsewhere2017-06-30$327,639
Administrative expenses (other) incurred2017-06-30$2,250,144
Liabilities. Value of operating payables at end of year2017-06-30$951,090
Liabilities. Value of operating payables at beginning of year2017-06-30$948,442
Total non interest bearing cash at end of year2017-06-30$517,120
Total non interest bearing cash at beginning of year2017-06-30$316,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$68,092,890
Value of net assets at end of year (total assets less liabilities)2017-06-30$734,894,088
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$667,144,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-06-30$589,880
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$737,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$288,489,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$296,933,979
Interest on participant loans2017-06-30$339,746
Income. Interest from US Government securities2017-06-30$2,554,327
Income. Interest from corporate debt instruments2017-06-30$2,970,840
Value of interest in common/collective trusts at end of year2017-06-30$87,535,565
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$8,374,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$11,008,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$11,008,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$37,136
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$54,384,953
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Asset value of US Government securities at end of year2017-06-30$93,092,975
Asset value of US Government securities at beginning of year2017-06-30$98,949,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,774,549
Net investment gain or loss from common/collective trusts2017-06-30$405,981
Net gain/loss from 103.12 investment entities2017-06-30$7,332,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$45,386,011
Employer contributions (assets) at end of year2017-06-30$4,341,013
Employer contributions (assets) at beginning of year2017-06-30$4,447,743
Income. Dividends from common stock2017-06-30$2,908,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$30,358,417
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$11,261,887
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$13,853,741
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$48,308,211
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$61,444,989
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$126,805,446
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$168,257,494
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$3,402
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$6,318
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$300,839,296
Aggregate carrying amount (costs) on sale of assets2017-06-30$289,224,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-06-30952036255
2016 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$7,601,757
Total unrealized appreciation/depreciation of assets2016-06-30$7,601,757
Total transfer of assets from this plan2016-06-30$80,079,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$948,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$541,731
Total income from all sources (including contributions)2016-06-30$50,168,536
Total loss/gain on sale of assets2016-06-30$-10,602,419
Total of all expenses incurred2016-06-30$26,632,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$22,458,162
Expenses. Certain deemed distributions of participant loans2016-06-30$1,001,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$39,702,066
Value of total assets at end of year2016-06-30$668,093,380
Value of total assets at beginning of year2016-06-30$724,229,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,172,815
Total interest from all sources2016-06-30$6,620,869
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$13,378,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$9,927,642
Administrative expenses professional fees incurred2016-06-30$162,465
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$39,538,376
Amount contributed by the employer to the plan for this plan year2016-06-30$39,538,376
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$9,656,973
Participant contributions at beginning of year2016-06-30$11,169,286
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$25,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$3,217,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$4,139,756
Other income not declared elsewhere2016-06-30$308,906
Administrative expenses (other) incurred2016-06-30$2,091,442
Liabilities. Value of operating payables at end of year2016-06-30$948,442
Liabilities. Value of operating payables at beginning of year2016-06-30$541,731
Total non interest bearing cash at end of year2016-06-30$316,031
Total non interest bearing cash at beginning of year2016-06-30$341,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$23,535,977
Value of net assets at end of year (total assets less liabilities)2016-06-30$667,144,938
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$723,688,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-06-30$589,880
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$918,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$296,933,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$293,847,387
Interest on participant loans2016-06-30$335,375
Income. Interest from US Government securities2016-06-30$2,578,583
Income. Interest from corporate debt instruments2016-06-30$3,691,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$11,008,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$99,432,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$99,432,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$15,649
Asset value of US Government securities at end of year2016-06-30$98,949,849
Asset value of US Government securities at beginning of year2016-06-30$70,858,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-6,841,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$39,676,654
Employer contributions (assets) at end of year2016-06-30$4,447,743
Employer contributions (assets) at beginning of year2016-06-30$4,040,731
Income. Dividends from common stock2016-06-30$3,450,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$22,458,162
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$13,853,741
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$22,773,004
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$61,444,989
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$51,804,029
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$168,257,494
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$165,822,722
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$6,318
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$486
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$176,794,446
Aggregate carrying amount (costs) on sale of assets2016-06-30$187,396,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-06-30952036255
2015 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$2,733,534
Total unrealized appreciation/depreciation of assets2015-06-30$2,733,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$541,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$976,318
Total income from all sources (including contributions)2015-06-30$51,046,926
Total loss/gain on sale of assets2015-06-30$4,109,511
Total of all expenses incurred2015-06-30$34,874,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$30,194,933
Expenses. Certain deemed distributions of participant loans2015-06-30$1,338,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$40,234,640
Value of total assets at end of year2015-06-30$724,229,912
Value of total assets at beginning of year2015-06-30$708,491,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,340,311
Total interest from all sources2015-06-30$6,915,320
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$20,258,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$15,066,342
Administrative expenses professional fees incurred2015-06-30$191,999
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,500,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$39,906,546
Amount contributed by the employer to the plan for this plan year2015-06-30$39,906,546
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$11,169,286
Participant contributions at beginning of year2015-06-30$9,882,476
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$97,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$4,139,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$2,603,438
Other income not declared elsewhere2015-06-30$314,664
Administrative expenses (other) incurred2015-06-30$2,123,803
Liabilities. Value of operating payables at end of year2015-06-30$541,731
Liabilities. Value of operating payables at beginning of year2015-06-30$976,318
Total non interest bearing cash at end of year2015-06-30$341,493
Total non interest bearing cash at beginning of year2015-06-30$148,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$16,172,874
Value of net assets at end of year (total assets less liabilities)2015-06-30$723,688,181
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$707,515,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$1,354,358
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$1,024,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$293,847,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$311,215,399
Interest on participant loans2015-06-30$363,493
Income. Interest from US Government securities2015-06-30$2,954,653
Income. Interest from corporate debt instruments2015-06-30$3,590,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$99,432,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$9,247,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$9,247,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$6,260
Asset value of US Government securities at end of year2015-06-30$70,858,858
Asset value of US Government securities at beginning of year2015-06-30$92,913,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-23,519,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$40,137,626
Employer contributions (assets) at end of year2015-06-30$4,040,731
Employer contributions (assets) at beginning of year2015-06-30$4,106,406
Income. Dividends from common stock2015-06-30$5,192,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$30,194,933
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$22,773,004
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$24,725,791
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$51,804,029
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$45,920,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$165,822,722
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$207,724,020
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$486
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$3,402
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$312,938,372
Aggregate carrying amount (costs) on sale of assets2015-06-30$308,828,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-06-30952036255
2014 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$44,191,472
Total unrealized appreciation/depreciation of assets2014-06-30$44,191,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$976,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$742,169
Total income from all sources (including contributions)2014-06-30$117,493,526
Total loss/gain on sale of assets2014-06-30$-556,247
Total of all expenses incurred2014-06-30$26,671,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$17,896,748
Expenses. Certain deemed distributions of participant loans2014-06-30$5,183,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$36,462,682
Value of total assets at end of year2014-06-30$708,491,625
Value of total assets at beginning of year2014-06-30$617,435,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,591,347
Total interest from all sources2014-06-30$6,414,228
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$14,215,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$11,270,048
Administrative expenses professional fees incurred2014-06-30$166,789
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$36,198,099
Amount contributed by the employer to the plan for this plan year2014-06-30$36,198,099
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$9,882,476
Participant contributions at beginning of year2014-06-30$2,744,774
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$12,784
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$2,603,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,008,136
Other income not declared elsewhere2014-06-30$252,819
Administrative expenses (other) incurred2014-06-30$2,477,233
Liabilities. Value of operating payables at end of year2014-06-30$976,318
Liabilities. Value of operating payables at beginning of year2014-06-30$742,169
Total non interest bearing cash at end of year2014-06-30$148,308
Total non interest bearing cash at beginning of year2014-06-30$3,165,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$90,822,334
Value of net assets at end of year (total assets less liabilities)2014-06-30$707,515,307
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$616,692,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$1,354,358
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$947,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$311,215,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$309,455,336
Interest on participant loans2014-06-30$330,659
Income. Interest from US Government securities2014-06-30$2,813,032
Income. Interest from corporate debt instruments2014-06-30$3,264,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$9,247,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$4,623,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$4,623,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$5,912
Asset value of US Government securities at end of year2014-06-30$92,913,963
Asset value of US Government securities at beginning of year2014-06-30$64,209,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$16,512,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$36,449,898
Employer contributions (assets) at end of year2014-06-30$4,106,406
Employer contributions (assets) at beginning of year2014-06-30$4,153,777
Income. Dividends from common stock2014-06-30$2,945,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$17,896,748
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$24,725,791
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$14,434,765
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$45,920,543
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$39,365,331
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$207,724,020
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$174,268,429
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$3,402
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$6,318
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$78,997,682
Aggregate carrying amount (costs) on sale of assets2014-06-30$79,553,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-06-30952036255
2013 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$25,567,372
Total unrealized appreciation/depreciation of assets2013-06-30$25,567,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$742,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,193,203
Total income from all sources (including contributions)2013-06-30$83,902,333
Total loss/gain on sale of assets2013-06-30$3,601,120
Total of all expenses incurred2013-06-30$27,964,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$19,668,365
Expenses. Certain deemed distributions of participant loans2013-06-30$4,014,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$39,993,506
Value of total assets at end of year2013-06-30$617,435,142
Value of total assets at beginning of year2013-06-30$563,947,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,281,351
Total interest from all sources2013-06-30$5,458,457
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$16,017,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$13,171,949
Administrative expenses professional fees incurred2013-06-30$153,270
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$38,692,012
Amount contributed by the employer to the plan for this plan year2013-06-30$38,692,012
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$2,744,774
Participant contributions at beginning of year2013-06-30$4,296,399
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$142,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,008,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$3,934,636
Other income not declared elsewhere2013-06-30$323,571
Administrative expenses (other) incurred2013-06-30$3,246,700
Liabilities. Value of operating payables at end of year2013-06-30$742,169
Liabilities. Value of operating payables at beginning of year2013-06-30$3,193,203
Total non interest bearing cash at end of year2013-06-30$3,165,238
Total non interest bearing cash at beginning of year2013-06-30$3,681,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$55,938,184
Value of net assets at end of year (total assets less liabilities)2013-06-30$616,692,973
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$560,754,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$1,500,000
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$881,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$309,455,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$303,343,017
Interest on participant loans2013-06-30$349,896
Income. Interest from US Government securities2013-06-30$2,285,649
Income. Interest from corporate debt instruments2013-06-30$2,816,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$4,623,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$5,277,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$5,277,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$6,749
Asset value of US Government securities at end of year2013-06-30$64,209,737
Asset value of US Government securities at beginning of year2013-06-30$48,574,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-7,059,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$39,850,787
Employer contributions (assets) at end of year2013-06-30$4,153,777
Employer contributions (assets) at beginning of year2013-06-30$3,673,320
Income. Dividends from common stock2013-06-30$2,845,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$19,668,365
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$14,434,765
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$13,671,829
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$39,365,331
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$35,748,294
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$174,268,429
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$141,747,183
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$6,318
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$486
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$169,612,215
Aggregate carrying amount (costs) on sale of assets2013-06-30$166,011,095
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-06-30952036255
2012 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$3,679,282
Total unrealized appreciation/depreciation of assets2012-06-30$3,679,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,193,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,949,831
Total income from all sources (including contributions)2012-06-30$50,321,082
Total loss/gain on sale of assets2012-06-30$-3,822,147
Total of all expenses incurred2012-06-30$38,659,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$29,488,470
Expenses. Certain deemed distributions of participant loans2012-06-30$5,794,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$32,765,060
Value of total assets at end of year2012-06-30$563,947,992
Value of total assets at beginning of year2012-06-30$554,042,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,375,737
Total interest from all sources2012-06-30$5,769,018
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$16,269,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$13,963,726
Administrative expenses professional fees incurred2012-06-30$194,852
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$32,386,666
Amount contributed by the employer to the plan for this plan year2012-06-30$32,386,666
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$4,296,399
Participant contributions at beginning of year2012-06-30$7,211,315
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$20,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$3,934,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,945,911
Other income not declared elsewhere2012-06-30$823,134
Administrative expenses (other) incurred2012-06-30$2,284,081
Liabilities. Value of operating payables at end of year2012-06-30$3,193,203
Liabilities. Value of operating payables at beginning of year2012-06-30$4,949,831
Total non interest bearing cash at end of year2012-06-30$3,681,057
Total non interest bearing cash at beginning of year2012-06-30$3,625,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$11,661,907
Value of net assets at end of year (total assets less liabilities)2012-06-30$560,754,789
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$549,092,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$1,500,000
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$896,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$303,343,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$294,579,262
Interest on participant loans2012-06-30$380,181
Income. Interest from US Government securities2012-06-30$2,717,858
Income. Interest from corporate debt instruments2012-06-30$2,667,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$5,277,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$3,199,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$3,199,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$3,557
Asset value of US Government securities at end of year2012-06-30$48,574,415
Asset value of US Government securities at beginning of year2012-06-30$54,324,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-5,162,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$32,744,247
Employer contributions (assets) at end of year2012-06-30$3,673,320
Employer contributions (assets) at beginning of year2012-06-30$3,230,305
Income. Dividends from common stock2012-06-30$2,305,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$29,488,470
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$13,671,829
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$15,243,165
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$35,748,294
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$28,829,766
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$141,747,183
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$141,850,163
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$486
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$3,402
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$143,167,415
Aggregate carrying amount (costs) on sale of assets2012-06-30$146,989,562
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-06-30952036255
2011 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$22,622,201
Total unrealized appreciation/depreciation of assets2011-06-30$22,622,201
Total transfer of assets from this plan2011-06-30$32,676,581
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,949,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,364,968
Total income from all sources (including contributions)2011-06-30$98,931,620
Total loss/gain on sale of assets2011-06-30$29,815,053
Total of all expenses incurred2011-06-30$40,326,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$28,549,821
Expenses. Certain deemed distributions of participant loans2011-06-30$7,707,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$30,044,484
Value of total assets at end of year2011-06-30$554,042,713
Value of total assets at beginning of year2011-06-30$526,529,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$4,069,491
Total interest from all sources2011-06-30$9,515,474
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$10,224,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$7,000,788
Administrative expenses professional fees incurred2011-06-30$162,313
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$29,902,815
Amount contributed by the employer to the plan for this plan year2011-06-30$29,902,815
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$7,211,315
Participant contributions at beginning of year2011-06-30$10,714,132
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$141,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,945,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,641,054
Other income not declared elsewhere2011-06-30$228,138
Administrative expenses (other) incurred2011-06-30$2,803,045
Liabilities. Value of operating payables at end of year2011-06-30$4,949,831
Liabilities. Value of operating payables at beginning of year2011-06-30$3,364,968
Total non interest bearing cash at end of year2011-06-30$3,625,801
Total non interest bearing cash at beginning of year2011-06-30$4,149,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$58,604,675
Value of net assets at end of year (total assets less liabilities)2011-06-30$549,092,882
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$523,164,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$1,500,000
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$1,104,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$294,579,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$148,724,045
Interest on participant loans2011-06-30$440,003
Income. Interest from US Government securities2011-06-30$4,717,360
Income. Interest from corporate debt instruments2011-06-30$4,335,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$3,199,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$8,334,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$8,334,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$22,725
Asset value of US Government securities at end of year2011-06-30$54,324,609
Asset value of US Government securities at beginning of year2011-06-30$103,894,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$-3,518,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$29,902,815
Employer contributions (assets) at end of year2011-06-30$3,230,305
Employer contributions (assets) at beginning of year2011-06-30$3,703,428
Income. Dividends from common stock2011-06-30$3,223,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$28,549,821
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$15,243,165
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$39,638,748
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$28,829,766
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$54,914,988
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$141,850,163
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$149,808,453
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$3,402
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$6,318
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$385,071,628
Aggregate carrying amount (costs) on sale of assets2011-06-30$355,256,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-06-30952036255
2010 : SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$35,661,744
Amount contributed by the employer to the plan for this plan year2010-06-30$35,661,744

Form 5500 Responses for SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN

2022: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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