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JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 401k Plan overview

Plan NameJOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN
Plan identification number 005

JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY has sponsored the creation of one or more 401k plans.

Company Name:JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY
Employer identification number (EIN):130891035
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-10-01GERALD FINKEL2023-04-12
0052020-10-01GERALD FINKEL2022-06-28
0052019-10-01GERALD FINKEL2021-06-23
0052018-10-01GERALD FINKEL2020-07-02
0052017-10-01GERALD FINKEL2019-06-27
0052016-10-01
0052015-10-01
0052014-10-01
0052013-10-01GERALD FINKEL
0052012-10-01GERALD FINKEL
0052011-10-01GERALD FINKEL
0052010-10-01MARK CHANZIS
0052009-10-01STEPHANIE WINTERS
0052008-10-01

Plan Statistics for JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN

401k plan membership statisitcs for JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN

Measure Date Value
2022: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-09-3026,270,327
Acturial value of plan assets2022-09-3026,270,327
Funding target for retired participants and beneficiaries receiving payment2022-09-30257,650
Number of terminated vested participants2022-09-3065
Fundng target for terminated vested participants2022-09-301,363,900
Active participant vested funding target2022-09-3014,924,902
Number of active participants2022-09-30258
Total funding liabilities for active participants2022-09-3015,398,558
Total participant count2022-09-30327
Total funding target for all participants2022-09-3017,020,108
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-301,498,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-301,582,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-30411,278
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30393,168
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30732,809
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-30393,168
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01327
Total number of active participants reported on line 7a of the Form 55002021-10-01262
Number of retired or separated participants receiving benefits2021-10-014
Number of other retired or separated participants entitled to future benefits2021-10-0165
Total of all active and inactive participants2021-10-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-013
Total participants2021-10-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-3022,921,855
Acturial value of plan assets2021-09-3022,921,855
Funding target for retired participants and beneficiaries receiving payment2021-09-30268,866
Number of terminated vested participants2021-09-3060
Fundng target for terminated vested participants2021-09-301,374,869
Active participant vested funding target2021-09-3014,843,794
Number of active participants2021-09-30268
Total funding liabilities for active participants2021-09-3015,313,313
Total participant count2021-09-30332
Total funding target for all participants2021-09-3016,957,048
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-301,398,701
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-301,478,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-301,598,516
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-301,498,836
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30764,663
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-301,498,836
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01332
Total number of active participants reported on line 7a of the Form 55002020-10-01258
Number of retired or separated participants receiving benefits2020-10-012
Number of other retired or separated participants entitled to future benefits2020-10-0164
Total of all active and inactive participants2020-10-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-013
Total participants2020-10-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
Market value of plan assets2020-09-3021,164,329
Acturial value of plan assets2020-09-3021,164,329
Funding target for retired participants and beneficiaries receiving payment2020-09-30270,839
Number of terminated vested participants2020-09-3059
Fundng target for terminated vested participants2020-09-301,302,017
Active participant vested funding target2020-09-3015,029,858
Number of active participants2020-09-30267
Total funding liabilities for active participants2020-09-3015,481,678
Total participant count2020-09-30329
Total funding target for all participants2020-09-3017,054,534
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-301,886,582
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-301,997,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-301,502,751
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-301,398,701
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30718,466
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-301,398,701
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01329
Total number of active participants reported on line 7a of the Form 55002019-10-01268
Number of retired or separated participants receiving benefits2019-10-0160
Number of other retired or separated participants entitled to future benefits2019-10-012
Total of all active and inactive participants2019-10-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-012
Total participants2019-10-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3019,874,757
Acturial value of plan assets2019-09-3019,874,757
Funding target for retired participants and beneficiaries receiving payment2019-09-30248,695
Number of terminated vested participants2019-09-3059
Fundng target for terminated vested participants2019-09-301,324,555
Active participant vested funding target2019-09-3014,302,040
Number of active participants2019-09-30263
Total funding liabilities for active participants2019-09-3014,634,381
Total participant count2019-09-30324
Total funding target for all participants2019-09-3016,207,631
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-302,040,059
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-302,163,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-302,041,138
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-301,886,582
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30672,599
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-301,886,582
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01324
Total number of active participants reported on line 7a of the Form 55002018-10-01267
Number of retired or separated participants receiving benefits2018-10-0159
Number of other retired or separated participants entitled to future benefits2018-10-012
Total of all active and inactive participants2018-10-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3018,448,829
Acturial value of plan assets2018-09-3018,448,829
Funding target for retired participants and beneficiaries receiving payment2018-09-30241,497
Number of terminated vested participants2018-09-3055
Fundng target for terminated vested participants2018-09-301,148,887
Active participant vested funding target2018-09-3012,561,153
Number of active participants2018-09-30254
Total funding liabilities for active participants2018-09-3012,864,309
Total participant count2018-09-30311
Total funding target for all participants2018-09-3014,254,693
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-303,123,163
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-303,317,736
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-302,201,519
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-302,158,358
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30604,286
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-302,158,358
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01311
Total number of active participants reported on line 7a of the Form 55002017-10-01263
Number of retired or separated participants receiving benefits2017-10-0159
Number of other retired or separated participants entitled to future benefits2017-10-012
Total of all active and inactive participants2017-10-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3016,284,546
Acturial value of plan assets2017-09-3016,284,546
Funding target for retired participants and beneficiaries receiving payment2017-09-30484,874
Number of terminated vested participants2017-09-3052
Fundng target for terminated vested participants2017-09-30981,795
Active participant vested funding target2017-09-3011,626,728
Number of active participants2017-09-30246
Total funding liabilities for active participants2017-09-3011,875,118
Total participant count2017-09-30301
Total funding target for all participants2017-09-3013,341,787
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-303,398,634
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-303,123,163
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30550,356
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-303,123,163
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01301
Total number of active participants reported on line 7a of the Form 55002016-10-01254
Number of retired or separated participants receiving benefits2016-10-0155
Number of other retired or separated participants entitled to future benefits2016-10-012
Total of all active and inactive participants2016-10-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01283
Total number of active participants reported on line 7a of the Form 55002015-10-01246
Number of retired or separated participants receiving benefits2015-10-013
Number of other retired or separated participants entitled to future benefits2015-10-0152
Total of all active and inactive participants2015-10-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01284
Total number of active participants reported on line 7a of the Form 55002014-10-01229
Number of retired or separated participants receiving benefits2014-10-013
Number of other retired or separated participants entitled to future benefits2014-10-0151
Total of all active and inactive participants2014-10-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01290
Total number of active participants reported on line 7a of the Form 55002013-10-01222
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0153
Total of all active and inactive participants2013-10-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01297
Total number of active participants reported on line 7a of the Form 55002012-10-01222
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-0153
Total of all active and inactive participants2012-10-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01286
Total number of active participants reported on line 7a of the Form 55002011-10-01233
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-0151
Total of all active and inactive participants2011-10-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01292
Total number of active participants reported on line 7a of the Form 55002010-10-01235
Number of retired or separated participants receiving benefits2010-10-011
Number of other retired or separated participants entitled to future benefits2010-10-0150
Total of all active and inactive participants2010-10-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01290
Total number of active participants reported on line 7a of the Form 55002009-10-01243
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-0148
Total of all active and inactive participants2009-10-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01292
Number of participants with account balances2009-10-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN

Measure Date Value
2022 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-1,405,025
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,156,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,155,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$411,278
Value of total assets at end of year2022-09-30$21,729,755
Value of total assets at beginning of year2022-09-30$26,291,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$469
Total interest from all sources2022-09-30$421,069
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Administrative expenses (other) incurred2022-09-30$469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-4,561,368
Value of net assets at end of year (total assets less liabilities)2022-09-30$21,729,755
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$26,291,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Interest earned on other investments2022-09-30$421,069
Value of interest in common/collective trusts at end of year2022-09-30$12,210,971
Value of interest in common/collective trusts at beginning of year2022-09-30$12,811,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$9,518,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$12,254,113
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$3,137,745
Net investment gain or loss from common/collective trusts2022-09-30$-2,237,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$411,278
Employer contributions (assets) at beginning of year2022-09-30$1,225,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$18,129
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30RSM US LLP
Accountancy firm EIN2022-09-30420714325
2021 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$5,018,355
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,673,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,673,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,598,516
Value of total assets at end of year2021-09-30$26,291,123
Value of total assets at beginning of year2021-09-30$22,946,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$225
Total interest from all sources2021-09-30$467,082
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Administrative expenses (other) incurred2021-09-30$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$3,345,083
Value of net assets at end of year (total assets less liabilities)2021-09-30$26,291,123
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$22,946,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Interest earned on other investments2021-09-30$467,082
Value of interest in common/collective trusts at end of year2021-09-30$12,811,781
Value of interest in common/collective trusts at beginning of year2021-09-30$9,859,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$12,254,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$11,584,265
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$1,654,791
Net investment gain or loss from common/collective trusts2021-09-30$2,952,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$1,598,516
Employer contributions (assets) at end of year2021-09-30$1,225,229
Employer contributions (assets) at beginning of year2021-09-30$1,502,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$18,256
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30RSM US LLP
Accountancy firm EIN2021-09-30420714325
2020 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$3,269,780
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,531,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,531,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,502,751
Value of total assets at end of year2020-09-30$22,946,040
Value of total assets at beginning of year2020-09-30$21,207,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$325
Total interest from all sources2020-09-30$450,039
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Administrative expenses (other) incurred2020-09-30$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,738,085
Value of net assets at end of year (total assets less liabilities)2020-09-30$22,946,040
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$21,207,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Interest earned on other investments2020-09-30$450,039
Value of interest in common/collective trusts at end of year2020-09-30$9,859,024
Value of interest in common/collective trusts at beginning of year2020-09-30$8,028,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$11,584,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$11,138,194
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$1,510,322
Net investment gain or loss from common/collective trusts2020-09-30$1,316,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$1,502,751
Employer contributions (assets) at end of year2020-09-30$1,502,751
Employer contributions (assets) at beginning of year2020-09-30$2,041,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$21,048
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30RSM US LLP
Accountancy firm EIN2020-09-30420714325
2019 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$2,868,453
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,578,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,578,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$2,041,138
Value of total assets at end of year2019-09-30$21,207,955
Value of total assets at beginning of year2019-09-30$19,917,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$250
Total interest from all sources2019-09-30$441,689
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Administrative expenses (other) incurred2019-09-30$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,290,037
Value of net assets at end of year (total assets less liabilities)2019-09-30$21,207,955
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$19,917,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Interest earned on other investments2019-09-30$441,689
Value of interest in common/collective trusts at end of year2019-09-30$8,028,623
Value of interest in common/collective trusts at beginning of year2019-09-30$5,863,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$11,138,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$12,275,092
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$1,549,015
Net investment gain or loss from common/collective trusts2019-09-30$385,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$2,041,138
Employer contributions (assets) at end of year2019-09-30$2,041,138
Employer contributions (assets) at beginning of year2019-09-30$1,779,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$29,151
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30RSM US LLP
Accountancy firm EIN2019-09-30420714325
2018 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$3,466,425
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$2,081,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,081,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,201,519
Value of total assets at end of year2018-09-30$19,917,918
Value of total assets at beginning of year2018-09-30$18,533,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$300
Total interest from all sources2018-09-30$465,131
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Administrative expenses (other) incurred2018-09-30$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,384,895
Value of net assets at end of year (total assets less liabilities)2018-09-30$19,917,918
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$18,533,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Interest earned on other investments2018-09-30$465,131
Value of interest in common/collective trusts at end of year2018-09-30$5,863,335
Value of interest in common/collective trusts at beginning of year2018-09-30$3,684,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$12,275,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$11,990,488
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$2,060,148
Net investment gain or loss from common/collective trusts2018-09-30$799,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,201,519
Employer contributions (assets) at end of year2018-09-30$1,779,491
Employer contributions (assets) at beginning of year2018-09-30$2,858,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$21,082
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30RSM US LLP
Accountancy firm EIN2018-09-30420714325
2017 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$4,396,631
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$2,148,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$2,147,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$3,398,634
Value of total assets at end of year2017-09-30$18,533,023
Value of total assets at beginning of year2017-09-30$16,284,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$200
Total interest from all sources2017-09-30$489,111
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$15,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Administrative expenses (other) incurred2017-09-30$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,248,476
Value of net assets at end of year (total assets less liabilities)2017-09-30$18,533,023
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$16,284,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Interest earned on other investments2017-09-30$489,111
Value of interest in common/collective trusts at end of year2017-09-30$3,684,501
Value of interest in common/collective trusts at beginning of year2017-09-30$2,635,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$11,990,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$13,649,532
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$2,118,427
Net investment gain or loss from common/collective trusts2017-09-30$508,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$3,398,634
Employer contributions (assets) at end of year2017-09-30$2,858,034
Employer contributions (assets) at beginning of year2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$29,528
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30RSM US LLP
Accountancy firm EIN2017-09-30420714325
2016 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$884,325
Total of all expenses incurred2016-09-30$1,478,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,477,974
Value of total assets at end of year2016-09-30$16,284,547
Value of total assets at beginning of year2016-09-30$16,878,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$250
Total interest from all sources2016-09-30$586,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$18,000,000
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Administrative expenses (other) incurred2016-09-30$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-593,899
Value of net assets at end of year (total assets less liabilities)2016-09-30$16,284,547
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$16,878,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Interest earned on other investments2016-09-30$586,265
Value of interest in common/collective trusts at end of year2016-09-30$2,635,015
Value of interest in common/collective trusts at beginning of year2016-09-30$1,936,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$13,649,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$14,941,491
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$1,412,120
Net investment gain or loss from common/collective trusts2016-09-30$298,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$65,854
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30RSM US LLP
Accountancy firm EIN2016-09-30420714325
2015 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$2,124,537
Total of all expenses incurred2015-09-30$662,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$662,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,600,000
Value of total assets at end of year2015-09-30$16,878,446
Value of total assets at beginning of year2015-09-30$15,416,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$151
Total interest from all sources2015-09-30$584,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$18,000,000
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Administrative expenses (other) incurred2015-09-30$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$1,461,773
Value of net assets at end of year (total assets less liabilities)2015-09-30$16,878,446
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$15,416,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Interest earned on other investments2015-09-30$584,746
Value of interest in common/collective trusts at end of year2015-09-30$1,936,955
Value of interest in common/collective trusts at beginning of year2015-09-30$397,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$14,941,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$15,019,509
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$657,392
Net investment gain or loss from common/collective trusts2015-09-30$-60,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$5,221
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30RSM US LLP
Accountancy firm EIN2015-09-30420714325
2014 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$2,231
Total income from all sources (including contributions)2014-09-30$2,169,444
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,172,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,172,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,600,000
Value of total assets at end of year2014-09-30$15,416,673
Value of total assets at beginning of year2014-09-30$14,421,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$275
Total interest from all sources2014-09-30$572,280
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$18,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$2,231
Administrative expenses (other) incurred2014-09-30$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$996,964
Value of net assets at end of year (total assets less liabilities)2014-09-30$15,416,673
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$14,419,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Interest earned on other investments2014-09-30$572,280
Value of interest in common/collective trusts at end of year2014-09-30$397,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$15,019,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$14,421,940
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$1,167,108
Net investment gain or loss from common/collective trusts2014-09-30$-2,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$5,097
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30MCGLADREY LLP
Accountancy firm EIN2014-09-30420714325
2013 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$2,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,649,163
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,108,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,108,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,100,000
Value of total assets at end of year2013-09-30$14,421,940
Value of total assets at beginning of year2013-09-30$13,878,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$549,163
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$18,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$2,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$540,964
Value of net assets at end of year (total assets less liabilities)2013-09-30$14,419,709
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$13,878,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Interest earned on other investments2013-09-30$549,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$14,421,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$13,878,745
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$1,101,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$7,130
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30MCGLADREY LLP
Accountancy firm EIN2013-09-30420714325
2012 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$2,112,099
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,172,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,172,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,600,000
Value of total assets at end of year2012-09-30$13,878,745
Value of total assets at beginning of year2012-09-30$12,939,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$512,099
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$18,000,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Total non interest bearing cash at beginning of year2012-09-30$257,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$939,498
Value of net assets at end of year (total assets less liabilities)2012-09-30$13,878,745
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$12,939,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Interest earned on other investments2012-09-30$512,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$13,878,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$12,681,361
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$1,172,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,600,000
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30MCGLADREY LLP
Accountancy firm EIN2012-09-30420714325
2011 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$2,383,201
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$314,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$314,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,925,000
Value of total assets at end of year2011-09-30$12,939,247
Value of total assets at beginning of year2011-09-30$10,870,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$458,201
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Total non interest bearing cash at end of year2011-09-30$257,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$2,068,259
Value of net assets at end of year (total assets less liabilities)2011-09-30$12,939,247
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$10,870,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Interest earned on other investments2011-09-30$458,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$12,681,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$10,870,988
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$314,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$1,925,000
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30MCGLADREY LLP
Accountancy firm EIN2011-09-30420714325
2010 : JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN

2021: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: JOINT IND BD OF THE ELEC IND EMPLOYEES' RETIREMENT INCOME PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberA000002
Policy instance 1
Insurance contract or identification numberA000002
Number of Individuals Covered334
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberA000002
Policy instance 1
Insurance contract or identification numberA000002
Number of Individuals Covered327
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberA000002
Policy instance 1
Insurance contract or identification numberA000002
Number of Individuals Covered332
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number33669
Policy instance 2
Insurance contract or identification number33669
Number of Individuals Covered13
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP IMMEDIATE ANNUITY
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberA000002
Policy instance 1
Insurance contract or identification numberA000002
Number of Individuals Covered329
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number33669
Policy instance 2
Insurance contract or identification number33669
Number of Individuals Covered9
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP IMMEDIATE ANNUITY
COLUMBIAN MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 62103 )
Policy contract numberA000002
Policy instance 1
Insurance contract or identification numberA000002
Number of Individuals Covered324
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number33669
Policy instance 2
Insurance contract or identification number33669
Number of Individuals Covered12
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP IMMEDIATE ANNUITY

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