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IBEW LOCAL 1249 PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 1249 PENSION PLAN
Plan identification number 001

IBEW LOCAL 1249 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEES
Employer identification number (EIN):156035161
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 1249 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RYAN YOUNGMAN2024-10-03 MARK LAWRENCE2024-10-03
0012022-01-01RYAN YOUNGMAN2023-10-06 MARK LAWRENCE2023-10-06
0012021-01-01RYAN YOUNGMAN2022-10-10 MARK LAWRENCE2022-10-10
0012020-01-01RYAN YOUNGMAN2021-09-22 MARK LAWRENCE2021-09-22
0012019-01-01RYAN YOUNGMAN2020-10-05 MARK LAWRENCE2020-10-05
0012019-01-01RYAN YOUNGMAN2020-10-07 MARK LAWRENCE2020-10-07
0012018-01-01RYAN YOUNGMAN2019-10-02 MARK LAWRENCE2019-10-02
0012018-01-01RYAN YOUNGMAN2019-09-27 MARK LAWRENCE2019-09-27
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANIEL DAFOE
0012011-01-01DANIEL DAFOE
0012010-01-01DANIEL DAFOE
0012009-01-01DANIEL DAFOE

Plan Statistics for IBEW LOCAL 1249 PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 1249 PENSION PLAN

Measure Date Value
2023: IBEW LOCAL 1249 PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,764
Total number of active participants reported on line 7a of the Form 55002023-01-013,243
Number of retired or separated participants receiving benefits2023-01-01578
Number of other retired or separated participants entitled to future benefits2023-01-011,093
Total of all active and inactive participants2023-01-014,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01122
Total participants2023-01-015,036
Number of employers contributing to the scheme2023-01-01186
2022: IBEW LOCAL 1249 PENSION PLAN 2022 401k membership
Current value of assets2022-12-31495,057,687
Acturial value of assets for funding standard account2022-12-31481,072,898
Accrued liability for plan using immediate gains methods2022-12-31473,860,633
Accrued liability under unit credit cost method2022-12-31473,860,633
RPA 94 current liability2022-12-311,277,139,493
Expected increase in current liability due to benefits accruing during the plan year2022-12-31110,719,062
Expected plan disbursements for the plan year2022-12-3113,974,412
Current value of assets2022-12-31495,057,687
Number of retired participants and beneficiaries receiving payment2022-12-31694
Current liability for retired participants and beneficiaries receiving payment2022-12-31218,009,584
Number of terminated vested participants2022-12-31986
Current liability for terminated vested participants2022-12-31149,237,830
Current liability for active participants non vested benefits2022-12-31111,753,636
Current liability for active participants vested benefits2022-12-31798,138,443
Total number of active articipats2022-12-312,964
Current liability for active participants2022-12-31909,892,079
Total participant count with liabilities2022-12-314,644
Total current liabilitoes for participants with libailities2022-12-311,277,139,493
Total employer contributions in plan year2022-12-3163,525,086
Employer’s normal cost for plan year as of valuation date2022-12-3129,666,841
Prior year credit balance2022-12-31152,104,516
Amortization credits as of valuation date2022-12-311,505,767
Total participants, beginning-of-year2022-01-014,610
Total number of active participants reported on line 7a of the Form 55002022-01-013,036
Number of retired or separated participants receiving benefits2022-01-01552
Number of other retired or separated participants entitled to future benefits2022-01-011,049
Total of all active and inactive participants2022-01-014,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01127
Total participants2022-01-014,764
Number of employers contributing to the scheme2022-01-01178
2021: IBEW LOCAL 1249 PENSION PLAN 2021 401k membership
Current value of assets2021-12-31410,746,719
Acturial value of assets for funding standard account2021-12-31400,299,691
Accrued liability for plan using immediate gains methods2021-12-31415,322,964
Accrued liability under unit credit cost method2021-12-31415,322,964
RPA 94 current liability2021-12-311,105,057,723
Expected increase in current liability due to benefits accruing during the plan year2021-12-31103,698,981
Expected plan disbursements for the plan year2021-12-3114,274,504
Current value of assets2021-12-31410,746,719
Number of retired participants and beneficiaries receiving payment2021-12-31688
Current liability for retired participants and beneficiaries receiving payment2021-12-31201,461,227
Number of terminated vested participants2021-12-31949
Current liability for terminated vested participants2021-12-31129,512,010
Current liability for active participants non vested benefits2021-12-3193,710,031
Current liability for active participants vested benefits2021-12-31680,374,455
Total number of active articipats2021-12-312,614
Current liability for active participants2021-12-31774,084,486
Total participant count with liabilities2021-12-314,251
Total current liabilitoes for participants with libailities2021-12-311,105,057,723
Total employer contributions in plan year2021-12-3162,896,768
Employer’s normal cost for plan year as of valuation date2021-12-3127,532,354
Prior year credit balance2021-12-31126,453,245
Amortization credits as of valuation date2021-12-311,386,187
Total participants, beginning-of-year2021-01-012,614
Total number of active participants reported on line 7a of the Form 55002021-01-012,964
Number of retired or separated participants receiving benefits2021-01-01537
Number of other retired or separated participants entitled to future benefits2021-01-01986
Total of all active and inactive participants2021-01-014,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01123
Total participants2021-01-014,610
Number of employers contributing to the scheme2021-01-01165
2020: IBEW LOCAL 1249 PENSION PLAN 2020 401k membership
Current value of assets2020-12-31338,963,368
Acturial value of assets for funding standard account2020-12-31330,406,103
Accrued liability for plan using immediate gains methods2020-12-31354,342,141
Accrued liability under unit credit cost method2020-12-31354,342,141
RPA 94 current liability2020-12-31790,261,416
Expected increase in current liability due to benefits accruing during the plan year2020-12-3174,893,450
Expected plan disbursements for the plan year2020-12-3111,732,967
Current value of assets2020-12-31338,963,368
Number of retired participants and beneficiaries receiving payment2020-12-31666
Current liability for retired participants and beneficiaries receiving payment2020-12-31168,755,023
Number of terminated vested participants2020-12-31922
Current liability for terminated vested participants2020-12-3199,202,579
Current liability for active participants non vested benefits2020-12-3145,333,839
Current liability for active participants vested benefits2020-12-31476,969,975
Total number of active articipats2020-12-312,396
Current liability for active participants2020-12-31522,303,814
Total participant count with liabilities2020-12-313,984
Total current liabilitoes for participants with libailities2020-12-31790,261,416
Total employer contributions in plan year2020-12-3157,227,806
Employer’s normal cost for plan year as of valuation date2020-12-3124,751,407
Prior year credit balance2020-12-31103,498,723
Amortization credits as of valuation date2020-12-311,398,567
Total participants, beginning-of-year2020-01-012,396
Total number of active participants reported on line 7a of the Form 55002020-01-012,614
Number of retired or separated participants receiving benefits2020-01-01532
Number of other retired or separated participants entitled to future benefits2020-01-01949
Total of all active and inactive participants2020-01-014,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01122
Total participants2020-01-014,217
Number of employers contributing to the scheme2020-01-01146
2019: IBEW LOCAL 1249 PENSION PLAN 2019 401k membership
Current value of assets2019-12-31256,947,291
Acturial value of assets for funding standard account2019-12-31274,742,078
Accrued liability for plan using immediate gains methods2019-12-31313,038,023
Accrued liability under unit credit cost method2019-12-31313,038,023
RPA 94 current liability2019-12-31662,260,052
Expected increase in current liability due to benefits accruing during the plan year2019-12-3143,957,464
Expected plan disbursements for the plan year2019-12-3110,922,789
Current value of assets2019-12-31256,947,291
Number of retired participants and beneficiaries receiving payment2019-12-31637
Current liability for retired participants and beneficiaries receiving payment2019-12-31141,056,747
Number of terminated vested participants2019-12-31917
Current liability for terminated vested participants2019-12-3194,510,204
Current liability for active participants non vested benefits2019-12-3138,960,771
Current liability for active participants vested benefits2019-12-31391,732,330
Total number of active articipats2019-12-312,122
Current liability for active participants2019-12-31430,693,101
Total participant count with liabilities2019-12-313,676
Total current liabilitoes for participants with libailities2019-12-31666,260,052
Total employer contributions in plan year2019-12-3150,865,801
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-3116,133,985
Prior year credit balance2019-12-3178,985,917
Amortization credits as of valuation date2019-12-311,378,339
Total participants, beginning-of-year2019-01-013,646
Total number of active participants reported on line 7a of the Form 55002019-01-012,396
Number of retired or separated participants receiving benefits2019-01-01512
Number of other retired or separated participants entitled to future benefits2019-01-01922
Total of all active and inactive participants2019-01-013,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01123
Total participants2019-01-013,953
Number of employers contributing to the scheme2019-01-01108
2018: IBEW LOCAL 1249 PENSION PLAN 2018 401k membership
Current value of assets2018-12-31232,466,716
Acturial value of assets for funding standard account2018-12-31231,290,909
Accrued liability for plan using immediate gains methods2018-12-31289,004,300
Accrued liability under unit credit cost method2018-12-31289,004,300
RPA 94 current liability2018-12-31519,716,351
Expected increase in current liability due to benefits accruing during the plan year2018-12-3145,003,578
Expected plan disbursements for the plan year2018-12-3145,003,578
Current value of assets2018-12-31232,466,716
Number of retired participants and beneficiaries receiving payment2018-12-31597
Current liability for retired participants and beneficiaries receiving payment2018-12-31137,424,778
Number of terminated vested participants2018-12-31810
Current liability for terminated vested participants2018-12-3180,065,404
Current liability for active participants non vested benefits2018-12-3125,731,812
Current liability for active participants vested benefits2018-12-31364,801,821
Total number of active articipats2018-12-311,744
Current liability for active participants2018-12-31390,533,633
Total participant count with liabilities2018-12-313,151
Total current liabilitoes for participants with libailities2018-12-31608,023,815
Total employer contributions in plan year2018-12-3144,040,310
Employer’s normal cost for plan year as of valuation date2018-12-3116,328,547
Prior year credit balance2018-12-3162,675,627
Amortization credits as of valuation date2018-12-311,178,445
Total participants, beginning-of-year2018-01-013,147
Total number of active participants reported on line 7a of the Form 55002018-01-012,122
Number of retired or separated participants receiving benefits2018-01-01486
Number of other retired or separated participants entitled to future benefits2018-01-01917
Total of all active and inactive participants2018-01-013,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01121
Total participants2018-01-013,646
Number of employers contributing to the scheme2018-01-01113
2017: IBEW LOCAL 1249 PENSION PLAN 2017 401k membership
Current value of assets2017-12-31182,500,499
Acturial value of assets for funding standard account2017-12-31191,563,176
Accrued liability for plan using immediate gains methods2017-12-31250,289,312
Accrued liability under unit credit cost method2017-12-31250,289,312
RPA 94 current liability2017-12-31519,716,351
Expected increase in current liability due to benefits accruing during the plan year2017-12-3145,003,578
Expected plan disbursements for the plan year2017-12-3110,009,294
Current value of assets2017-12-31182,500,499
Number of retired participants and beneficiaries receiving payment2017-12-31597
Current liability for retired participants and beneficiaries receiving payment2017-12-31117,741,893
Number of terminated vested participants2017-12-31810
Current liability for terminated vested participants2017-12-3173,663,047
Current liability for active participants non vested benefits2017-12-3133,185,258
Current liability for active participants vested benefits2017-12-31295,126,153
Total number of active articipats2017-12-311,744
Current liability for active participants2017-12-31328,311,411
Total participant count with liabilities2017-12-313,151
Total current liabilitoes for participants with libailities2017-12-31519,716,351
Total employer contributions in plan year2017-12-3135,704,063
Employer’s normal cost for plan year as of valuation date2017-12-3116,396,787
Prior year credit balance2017-12-3152,520,965
Amortization credits as of valuation date2017-12-312,687,996
Total participants, beginning-of-year2017-01-013,125
Total number of active participants reported on line 7a of the Form 55002017-01-011,811
Number of retired or separated participants receiving benefits2017-01-01505
Number of other retired or separated participants entitled to future benefits2017-01-01831
Total of all active and inactive participants2017-01-013,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01126
Total participants2017-01-013,273
Number of employers contributing to the scheme2017-01-0177
2016: IBEW LOCAL 1249 PENSION PLAN 2016 401k membership
Current value of assets2016-12-31154,565,177
Acturial value of assets for funding standard account2016-12-31162,000,432
Accrued liability for plan using immediate gains methods2016-12-31229,104,999
Accrued liability under unit credit cost method2016-12-31229,104,999
RPA 94 current liability2016-12-31447,427,077
Expected increase in current liability due to benefits accruing during the plan year2016-12-3136,121,971
Expected plan disbursements for the plan year2016-12-318,671,994
Current value of assets2016-12-31154,565,177
Number of retired participants and beneficiaries receiving payment2016-12-31589
Current liability for retired participants and beneficiaries receiving payment2016-12-31105,752,408
Number of terminated vested participants2016-12-31756
Current liability for terminated vested participants2016-12-3163,538,449
Current liability for active participants non vested benefits2016-12-3129,063,949
Current liability for active participants vested benefits2016-12-31249,072,271
Total number of active articipats2016-12-311,723
Current liability for active participants2016-12-31278,136,220
Total participant count with liabilities2016-12-313,068
Total current liabilitoes for participants with libailities2016-12-31447,427,077
Total employer contributions in plan year2016-12-3128,512,768
Employer’s normal cost for plan year as of valuation date2016-12-3114,504,438
Prior year credit balance2016-12-3147,659,920
Amortization credits as of valuation date2016-12-314,148,166
Total participants, beginning-of-year2016-01-013,077
Total number of active participants reported on line 7a of the Form 55002016-01-011,741
Number of retired or separated participants receiving benefits2016-01-01481
Number of other retired or separated participants entitled to future benefits2016-01-01799
Total of all active and inactive participants2016-01-013,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01124
Total participants2016-01-013,145
Number of employers contributing to the scheme2016-01-0174
2015: IBEW LOCAL 1249 PENSION PLAN 2015 401k membership
Current value of assets2015-12-31141,122,807
Acturial value of assets for funding standard account2015-12-31135,610,093
Accrued liability for plan using immediate gains methods2015-12-31210,596,478
Accrued liability under unit credit cost method2015-12-31210,596,478
RPA 94 current liability2015-12-31390,624,133
Expected increase in current liability due to benefits accruing during the plan year2015-12-3131,271,641
Expected plan disbursements for the plan year2015-12-317,366,963
Current value of assets2015-12-31141,122,807
Number of retired participants and beneficiaries receiving payment2015-12-31589
Current liability for retired participants and beneficiaries receiving payment2015-12-3193,810,953
Number of terminated vested participants2015-12-31672
Current liability for terminated vested participants2015-12-3149,904,160
Current liability for active participants non vested benefits2015-12-3126,433,285
Current liability for active participants vested benefits2015-12-31220,475,735
Total number of active articipats2015-12-311,738
Current liability for active participants2015-12-31246,909,020
Total participant count with liabilities2015-12-312,999
Total current liabilitoes for participants with libailities2015-12-31390,624,133
Total employer contributions in plan year2015-12-3126,223,476
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-3113,330,740
Prior year credit balance2015-12-3144,826,092
Amortization credits as of valuation date2015-12-314,313,554
Total participants, beginning-of-year2015-01-012,955
Total number of active participants reported on line 7a of the Form 55002015-01-011,721
Number of retired or separated participants receiving benefits2015-01-01467
Number of other retired or separated participants entitled to future benefits2015-01-01773
Total of all active and inactive participants2015-01-012,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01116
Total participants2015-01-013,077
Number of employers contributing to the scheme2015-01-0176
2014: IBEW LOCAL 1249 PENSION PLAN 2014 401k membership
Current value of assets2014-12-31118,082,100
Acturial value of assets for funding standard account2014-12-31108,421,538
Accrued liability for plan using immediate gains methods2014-12-31174,250,419
Accrued liability under unit credit cost method2014-12-31174,250,419
RPA 94 current liability2014-12-31318,281,185
Expected increase in current liability due to benefits accruing during the plan year2014-12-3119,132,750
Expected plan disbursements for the plan year2014-12-317,219,327
Current value of assets2014-12-31118,082,100
Number of retired participants and beneficiaries receiving payment2014-12-31555
Current liability for retired participants and beneficiaries receiving payment2014-12-3176,974,591
Number of terminated vested participants2014-12-31631
Current liability for terminated vested participants2014-12-3145,556,445
Current liability for active participants non vested benefits2014-12-3118,543,323
Current liability for active participants vested benefits2014-12-31177,206,826
Total number of active articipats2014-12-311,708
Current liability for active participants2014-12-31195,750,149
Total participant count with liabilities2014-12-312,894
Total current liabilitoes for participants with libailities2014-12-31318,281,185
Total employer contributions in plan year2014-12-3124,169,259
Employer’s normal cost for plan year as of valuation date2014-12-318,650,601
Prior year credit balance2014-12-3137,306,739
Amortization credits as of valuation date2014-12-314,559,253
Total participants, beginning-of-year2014-01-012,935
Total number of active participants reported on line 7a of the Form 55002014-01-011,734
Number of retired or separated participants receiving benefits2014-01-01433
Number of other retired or separated participants entitled to future benefits2014-01-01669
Total of all active and inactive participants2014-01-012,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01119
Total participants2014-01-012,955
Number of employers contributing to the scheme2014-01-0177
2013: IBEW LOCAL 1249 PENSION PLAN 2013 401k membership
Current value of assets2013-12-3185,423,023
Acturial value of assets for funding standard account2013-12-3183,927,637
Accrued liability for plan using immediate gains methods2013-12-31161,105,314
Accrued liability under unit credit cost method2013-12-31161,105,314
RPA 94 current liability2013-12-31292,501,492
Expected increase in current liability due to benefits accruing during the plan year2013-12-3115,665,685
Expected plan disbursements for the plan year2013-12-316,868,640
Current value of assets2013-12-3185,423,023
Number of retired participants and beneficiaries receiving payment2013-12-31530
Current liability for retired participants and beneficiaries receiving payment2013-12-3174,475,803
Number of terminated vested participants2013-12-31582
Current liability for terminated vested participants2013-12-3139,861,173
Current liability for active participants non vested benefits2013-12-315,649,454
Current liability for active participants vested benefits2013-12-31172,515,062
Total number of active articipats2013-12-311,668
Current liability for active participants2013-12-31178,164,516
Total participant count with liabilities2013-12-312,780
Total current liabilitoes for participants with libailities2013-12-31292,501,492
Total employer contributions in plan year2013-12-3122,722,525
Employer’s normal cost for plan year as of valuation date2013-12-317,340,056
Prior year credit balance2013-12-3130,273,715
Amortization credits as of valuation date2013-12-314,692,024
Total participants, beginning-of-year2013-01-012,835
Total number of active participants reported on line 7a of the Form 55002013-01-011,723
Number of retired or separated participants receiving benefits2013-01-01426
Number of other retired or separated participants entitled to future benefits2013-01-01659
Total of all active and inactive participants2013-01-012,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01127
Total participants2013-01-012,935
Number of employers contributing to the scheme2013-01-0185
2012: IBEW LOCAL 1249 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,681
Total number of active participants reported on line 7a of the Form 55002012-01-011,689
Number of retired or separated participants receiving benefits2012-01-01409
Number of other retired or separated participants entitled to future benefits2012-01-01610
Total of all active and inactive participants2012-01-012,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01127
Total participants2012-01-012,835
Number of employers contributing to the scheme2012-01-0195
2011: IBEW LOCAL 1249 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,588
Total number of active participants reported on line 7a of the Form 55002011-01-011,577
Number of retired or separated participants receiving benefits2011-01-01406
Number of other retired or separated participants entitled to future benefits2011-01-01569
Total of all active and inactive participants2011-01-012,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01129
Total participants2011-01-012,681
Number of employers contributing to the scheme2011-01-0186
2010: IBEW LOCAL 1249 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,507
Total number of active participants reported on line 7a of the Form 55002010-01-011,552
Number of retired or separated participants receiving benefits2010-01-01400
Number of other retired or separated participants entitled to future benefits2010-01-01516
Total of all active and inactive participants2010-01-012,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01120
Total participants2010-01-012,588
Number of employers contributing to the scheme2010-01-01105
2009: IBEW LOCAL 1249 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,297
Total number of active participants reported on line 7a of the Form 55002009-01-011,487
Number of retired or separated participants receiving benefits2009-01-01398
Number of other retired or separated participants entitled to future benefits2009-01-01500
Total of all active and inactive participants2009-01-012,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01122
Total participants2009-01-012,507
Number of employers contributing to the scheme2009-01-0149

Financial Data on IBEW LOCAL 1249 PENSION PLAN

Measure Date Value
2022 : IBEW LOCAL 1249 PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,655,727
Total unrealized appreciation/depreciation of assets2022-12-31$-2,655,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,833,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,911,786
Total income from all sources (including contributions)2022-12-31$3,608,287
Total loss/gain on sale of assets2022-12-31$-341,654
Total of all expenses incurred2022-12-31$18,052,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,224,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$63,525,086
Value of total assets at end of year2022-12-31$486,446,837
Value of total assets at beginning of year2022-12-31$499,969,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,827,616
Total interest from all sources2022-12-31$2,495
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,190,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$7,754,182
Administrative expenses professional fees incurred2022-12-31$277,114
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,450,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,144,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,384,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,060,277
Other income not declared elsewhere2022-12-31$1,169,375
Administrative expenses (other) incurred2022-12-31$1,910,127
Liabilities. Value of operating payables at end of year2022-12-31$449,287
Liabilities. Value of operating payables at beginning of year2022-12-31$851,509
Total non interest bearing cash at end of year2022-12-31$9,141,759
Total non interest bearing cash at beginning of year2022-12-31$10,613,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,444,213
Value of net assets at end of year (total assets less liabilities)2022-12-31$480,613,474
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$495,057,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$1,356,815
Investment advisory and management fees2022-12-31$640,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$335,024,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$393,105,594
Income. Interest from corporate debt instruments2022-12-31$86
Value of interest in common/collective trusts at end of year2022-12-31$35,372,702
Value of interest in common/collective trusts at beginning of year2022-12-31$26,733,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$64,179,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$41,934,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$41,934,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-65,411,786
Net investment gain or loss from common/collective trusts2022-12-31$-869,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$63,525,086
Employer contributions (assets) at end of year2022-12-31$13,272,696
Employer contributions (assets) at beginning of year2022-12-31$11,307,171
Income. Dividends from common stock2022-12-31$436,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,224,884
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$10,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$26,468,064
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$14,905,857
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$180,296
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$214,651
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,409,006
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,750,660
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : IBEW LOCAL 1249 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,017,899
Total unrealized appreciation/depreciation of assets2021-12-31$1,017,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,911,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,473,102
Total income from all sources (including contributions)2021-12-31$101,631,587
Total loss/gain on sale of assets2021-12-31$5,137
Total of all expenses incurred2021-12-31$17,320,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,825,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$62,896,768
Value of total assets at end of year2021-12-31$499,969,473
Value of total assets at beginning of year2021-12-31$420,219,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,494,707
Total interest from all sources2021-12-31$618
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,071,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,022,300
Administrative expenses professional fees incurred2021-12-31$283,144
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,144,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,400,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,060,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,243,660
Other income not declared elsewhere2021-12-31$1,110,885
Administrative expenses (other) incurred2021-12-31$1,781,068
Liabilities. Value of operating payables at end of year2021-12-31$851,509
Liabilities. Value of operating payables at beginning of year2021-12-31$6,229,442
Total non interest bearing cash at end of year2021-12-31$10,613,530
Total non interest bearing cash at beginning of year2021-12-31$26,119,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$84,310,968
Value of net assets at end of year (total assets less liabilities)2021-12-31$495,057,687
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$410,746,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$430,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$393,105,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$313,304,194
Income. Interest from corporate debt instruments2021-12-31$420
Value of interest in common/collective trusts at end of year2021-12-31$26,733,605
Value of interest in common/collective trusts at beginning of year2021-12-31$21,865,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$41,934,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$45,801,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$45,801,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,282,585
Net investment gain or loss from common/collective trusts2021-12-31$5,245,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$62,896,768
Employer contributions (assets) at end of year2021-12-31$11,307,171
Employer contributions (assets) at beginning of year2021-12-31$11,299,922
Income. Dividends from common stock2021-12-31$49,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,825,912
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$10,075
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$10,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$14,905,857
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$147,502
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$214,651
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$269,999
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$230,345
Aggregate carrying amount (costs) on sale of assets2021-12-31$225,208
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : IBEW LOCAL 1249 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-22,282
Total unrealized appreciation/depreciation of assets2020-12-31$-22,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,473,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,301,149
Total income from all sources (including contributions)2020-12-31$88,415,332
Total loss/gain on sale of assets2020-12-31$-16,081,006
Total of all expenses incurred2020-12-31$16,631,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,939,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$57,227,806
Value of total assets at end of year2020-12-31$420,219,821
Value of total assets at beginning of year2020-12-31$348,264,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,692,156
Total interest from all sources2020-12-31$603,235
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,567,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,948,135
Administrative expenses professional fees incurred2020-12-31$217,257
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,400,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,783,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,243,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,096,335
Other income not declared elsewhere2020-12-31$1,008,391
Administrative expenses (other) incurred2020-12-31$1,686,190
Liabilities. Value of operating payables at end of year2020-12-31$6,229,442
Liabilities. Value of operating payables at beginning of year2020-12-31$7,204,814
Total non interest bearing cash at end of year2020-12-31$26,119,725
Total non interest bearing cash at beginning of year2020-12-31$26,806,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$71,783,351
Value of net assets at end of year (total assets less liabilities)2020-12-31$410,746,719
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$338,963,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$788,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$313,304,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$71,047,439
Income. Interest from US Government securities2020-12-31$401,481
Income. Interest from corporate debt instruments2020-12-31$129,018
Value of interest in common/collective trusts at end of year2020-12-31$21,865,799
Value of interest in common/collective trusts at beginning of year2020-12-31$18,539,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$45,801,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,208,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,208,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$72,736
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$65,956,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$40,326,244
Net investment gain or loss from common/collective trusts2020-12-31$785,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$57,227,806
Employer contributions (assets) at end of year2020-12-31$11,299,922
Employer contributions (assets) at beginning of year2020-12-31$8,611,234
Income. Dividends from common stock2020-12-31$619,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,939,825
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$10,433
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$13,799,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$147,502
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$135,209,656
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$269,999
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$300,744
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$291,266,455
Aggregate carrying amount (costs) on sale of assets2020-12-31$307,347,461
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : IBEW LOCAL 1249 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$28,487,176
Total unrealized appreciation/depreciation of assets2019-12-31$28,487,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,301,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,203,860
Total income from all sources (including contributions)2019-12-31$97,885,197
Total loss/gain on sale of assets2019-12-31$5,444,349
Total of all expenses incurred2019-12-31$15,869,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,362,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$50,865,801
Value of total assets at end of year2019-12-31$348,264,517
Value of total assets at beginning of year2019-12-31$260,151,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,506,153
Total interest from all sources2019-12-31$2,137,110
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,440,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,875,441
Administrative expenses professional fees incurred2019-12-31$151,793
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,783,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,307,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,096,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,389,852
Other income not declared elsewhere2019-12-31$903,629
Administrative expenses (other) incurred2019-12-31$1,478,846
Liabilities. Value of operating payables at end of year2019-12-31$7,204,814
Liabilities. Value of operating payables at beginning of year2019-12-31$1,814,008
Total non interest bearing cash at end of year2019-12-31$26,806,608
Total non interest bearing cash at beginning of year2019-12-31$14,259,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$82,016,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$338,963,368
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$256,947,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,875,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$71,047,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,342,921
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$1,491,050
Income. Interest from corporate debt instruments2019-12-31$441,792
Value of interest in common/collective trusts at end of year2019-12-31$18,539,736
Value of interest in common/collective trusts at beginning of year2019-12-31$17,691,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,208,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,376,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,376,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$204,268
Asset value of US Government securities at end of year2019-12-31$65,956,832
Asset value of US Government securities at beginning of year2019-12-31$50,954,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,424,670
Net investment gain or loss from common/collective trusts2019-12-31$1,181,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,865,801
Employer contributions (assets) at end of year2019-12-31$8,611,234
Employer contributions (assets) at beginning of year2019-12-31$5,716,369
Income. Dividends from common stock2019-12-31$1,565,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,362,967
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$13,799,963
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$15,668,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$135,209,656
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$91,632,359
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$300,744
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$201,667
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$96,192,893
Aggregate carrying amount (costs) on sale of assets2019-12-31$90,748,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BONADIO & CO. LLP
Accountancy firm EIN2019-12-31161131146
2018 : IBEW LOCAL 1249 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-8,270,253
Total unrealized appreciation/depreciation of assets2018-12-31$-8,270,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,203,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,725,202
Total income from all sources (including contributions)2018-12-31$37,838,839
Total loss/gain on sale of assets2018-12-31$-1,122,977
Total of all expenses incurred2018-12-31$13,358,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,528,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$44,038,429
Value of total assets at end of year2018-12-31$260,151,151
Value of total assets at beginning of year2018-12-31$234,191,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,829,465
Total interest from all sources2018-12-31$1,912,405
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,515,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,264,113
Administrative expenses professional fees incurred2018-12-31$167,515
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,307,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$457,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,389,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$486,932
Other income not declared elsewhere2018-12-31$1,045,436
Administrative expenses (other) incurred2018-12-31$1,288,916
Liabilities. Value of operating payables at end of year2018-12-31$1,814,008
Liabilities. Value of operating payables at beginning of year2018-12-31$1,238,270
Total non interest bearing cash at end of year2018-12-31$14,259,107
Total non interest bearing cash at beginning of year2018-12-31$12,969,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$24,480,575
Value of net assets at end of year (total assets less liabilities)2018-12-31$256,947,291
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$232,466,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,373,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,342,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,682,105
Interest earned on other investments2018-12-31$312
Income. Interest from US Government securities2018-12-31$1,352,181
Income. Interest from corporate debt instruments2018-12-31$448,750
Value of interest in common/collective trusts at end of year2018-12-31$17,691,425
Value of interest in common/collective trusts at beginning of year2018-12-31$16,190,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,376,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,935,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,935,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$111,162
Asset value of US Government securities at end of year2018-12-31$50,954,293
Asset value of US Government securities at beginning of year2018-12-31$40,707,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,116,266
Net investment gain or loss from common/collective trusts2018-12-31$1,836,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$44,038,429
Employer contributions (assets) at end of year2018-12-31$5,716,369
Employer contributions (assets) at beginning of year2018-12-31$4,926,019
Income. Dividends from common stock2018-12-31$1,251,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,528,799
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$15,668,603
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$13,996,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$91,632,359
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$91,199,746
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$201,667
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$126,561
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$72,903,684
Aggregate carrying amount (costs) on sale of assets2018-12-31$74,026,661
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BONADIO & CO. LLP
Accountancy firm EIN2018-12-31161131146
2017 : IBEW LOCAL 1249 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,074,875
Total unrealized appreciation/depreciation of assets2017-12-31$13,074,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,725,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,752,221
Total income from all sources (including contributions)2017-12-31$61,767,208
Total loss/gain on sale of assets2017-12-31$3,352,727
Total of all expenses incurred2017-12-31$11,800,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,723,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,704,063
Value of total assets at end of year2017-12-31$234,191,918
Value of total assets at beginning of year2017-12-31$184,252,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,077,839
Total interest from all sources2017-12-31$1,397,794
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,056,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$811,395
Administrative expenses professional fees incurred2017-12-31$145,167
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$457,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$301,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$486,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$389,237
Other income not declared elsewhere2017-12-31$510,160
Administrative expenses (other) incurred2017-12-31$763,196
Liabilities. Value of operating payables at end of year2017-12-31$1,238,270
Liabilities. Value of operating payables at beginning of year2017-12-31$1,362,984
Total non interest bearing cash at end of year2017-12-31$12,969,443
Total non interest bearing cash at beginning of year2017-12-31$7,744,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$49,966,217
Value of net assets at end of year (total assets less liabilities)2017-12-31$232,466,716
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$182,500,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,169,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,682,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,011,632
Interest earned on other investments2017-12-31$291
Income. Interest from US Government securities2017-12-31$976,261
Income. Interest from corporate debt instruments2017-12-31$359,680
Value of interest in common/collective trusts at end of year2017-12-31$16,190,270
Value of interest in common/collective trusts at beginning of year2017-12-31$15,055,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,935,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,081,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,081,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$61,562
Asset value of US Government securities at end of year2017-12-31$40,707,232
Asset value of US Government securities at beginning of year2017-12-31$27,767,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,262,327
Net investment gain or loss from common/collective trusts2017-12-31$1,409,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$35,704,063
Employer contributions (assets) at end of year2017-12-31$4,926,019
Employer contributions (assets) at beginning of year2017-12-31$3,729,080
Income. Dividends from common stock2017-12-31$1,244,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,723,152
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$13,996,758
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$9,842,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$91,199,746
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$74,684,792
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$126,561
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$33,688
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$52,578,786
Aggregate carrying amount (costs) on sale of assets2017-12-31$49,226,059
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : IBEW LOCAL 1249 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$885,486
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,023,505
Total unrealized appreciation/depreciation of assets2016-12-31$4,908,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,752,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,758,178
Total income from all sources (including contributions)2016-12-31$38,798,571
Total loss/gain on sale of assets2016-12-31$919,252
Total of all expenses incurred2016-12-31$10,863,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,099,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$28,512,768
Value of total assets at end of year2016-12-31$184,252,720
Value of total assets at beginning of year2016-12-31$156,323,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,763,891
Total interest from all sources2016-12-31$925,604
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,691,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$702,478
Administrative expenses professional fees incurred2016-12-31$129,375
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$301,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$287,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$389,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$340,618
Other income not declared elsewhere2016-12-31$530,543
Administrative expenses (other) incurred2016-12-31$831,556
Liabilities. Value of operating payables at end of year2016-12-31$1,362,984
Liabilities. Value of operating payables at beginning of year2016-12-31$1,417,560
Total non interest bearing cash at end of year2016-12-31$7,744,520
Total non interest bearing cash at beginning of year2016-12-31$9,570,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$27,935,322
Value of net assets at end of year (total assets less liabilities)2016-12-31$182,500,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$154,565,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$802,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,011,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,919,576
Interest earned on other investments2016-12-31$253
Income. Interest from US Government securities2016-12-31$585,995
Income. Interest from corporate debt instruments2016-12-31$316,144
Value of interest in common/collective trusts at end of year2016-12-31$15,055,135
Value of interest in common/collective trusts at beginning of year2016-12-31$239,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,081,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,949,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,949,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$23,212
Asset value of US Government securities at end of year2016-12-31$27,767,832
Asset value of US Government securities at beginning of year2016-12-31$25,496,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,296,720
Net investment gain or loss from common/collective trusts2016-12-31$13,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$28,512,768
Employer contributions (assets) at end of year2016-12-31$3,729,080
Employer contributions (assets) at beginning of year2016-12-31$2,738,553
Income. Dividends from common stock2016-12-31$988,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,099,358
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$9,842,840
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$10,255,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$74,684,792
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$62,838,830
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$33,688
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$27,456
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$58,136,186
Aggregate carrying amount (costs) on sale of assets2016-12-31$57,216,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : IBEW LOCAL 1249 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,940,588
Total unrealized appreciation/depreciation of assets2015-12-31$-2,940,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,758,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,326,098
Total income from all sources (including contributions)2015-12-31$23,702,714
Total loss/gain on sale of assets2015-12-31$-1,467,868
Total of all expenses incurred2015-12-31$10,260,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,671,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,223,476
Value of total assets at end of year2015-12-31$156,323,355
Value of total assets at beginning of year2015-12-31$142,448,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,588,350
Total interest from all sources2015-12-31$952,003
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,737,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$888,558
Administrative expenses professional fees incurred2015-12-31$136,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$287,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$241,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$340,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$320,196
Other income not declared elsewhere2015-12-31$1,126,090
Administrative expenses (other) incurred2015-12-31$739,049
Liabilities. Value of operating payables at end of year2015-12-31$1,417,560
Liabilities. Value of operating payables at beginning of year2015-12-31$1,005,902
Total non interest bearing cash at end of year2015-12-31$9,570,150
Total non interest bearing cash at beginning of year2015-12-31$6,555,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$13,442,370
Value of net assets at end of year (total assets less liabilities)2015-12-31$154,565,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$141,122,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$713,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$39,919,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,658,846
Income. Interest from US Government securities2015-12-31$594,455
Income. Interest from corporate debt instruments2015-12-31$327,157
Value of interest in common/collective trusts at end of year2015-12-31$239,798
Value of interest in common/collective trusts at beginning of year2015-12-31$367,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,949,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,760,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,760,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$30,391
Asset value of US Government securities at end of year2015-12-31$25,496,939
Asset value of US Government securities at beginning of year2015-12-31$17,148,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,998,571
Net investment gain or loss from common/collective trusts2015-12-31$70,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$26,223,476
Employer contributions (assets) at end of year2015-12-31$2,738,553
Employer contributions (assets) at beginning of year2015-12-31$3,062,097
Income. Dividends from common stock2015-12-31$849,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,671,994
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$10,255,509
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$9,465,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$62,838,830
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$61,141,055
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$27,456
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$47,798
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$58,491,541
Aggregate carrying amount (costs) on sale of assets2015-12-31$59,959,409
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : IBEW LOCAL 1249 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,125,895
Total unrealized appreciation/depreciation of assets2014-12-31$2,125,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,326,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,229,603
Total income from all sources (including contributions)2014-12-31$31,839,743
Total loss/gain on sale of assets2014-12-31$2,761,679
Total of all expenses incurred2014-12-31$8,799,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,366,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,169,259
Value of total assets at end of year2014-12-31$142,448,905
Value of total assets at beginning of year2014-12-31$119,311,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,432,073
Total interest from all sources2014-12-31$683,150
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,874,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,095,078
Administrative expenses professional fees incurred2014-12-31$97,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$241,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$251,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$320,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$160,348
Other income not declared elsewhere2014-12-31$850,368
Administrative expenses (other) incurred2014-12-31$692,871
Liabilities. Value of operating payables at end of year2014-12-31$1,005,902
Liabilities. Value of operating payables at beginning of year2014-12-31$1,069,255
Total non interest bearing cash at end of year2014-12-31$6,555,357
Total non interest bearing cash at beginning of year2014-12-31$9,792,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$23,040,707
Value of net assets at end of year (total assets less liabilities)2014-12-31$141,122,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,082,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$641,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$39,658,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,035,623
Income. Interest from US Government securities2014-12-31$395,235
Income. Interest from corporate debt instruments2014-12-31$266,637
Value of interest in common/collective trusts at end of year2014-12-31$367,710
Value of interest in common/collective trusts at beginning of year2014-12-31$242,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,760,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,740,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,740,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21,278
Asset value of US Government securities at end of year2014-12-31$17,148,494
Asset value of US Government securities at beginning of year2014-12-31$13,369,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-749,881
Net investment gain or loss from common/collective trusts2014-12-31$124,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$24,169,259
Employer contributions (assets) at end of year2014-12-31$3,062,097
Employer contributions (assets) at beginning of year2014-12-31$2,801,396
Income. Dividends from common stock2014-12-31$779,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,366,963
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$9,465,515
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$8,282,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$61,141,055
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$47,728,033
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$47,798
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$67,343
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$57,458,335
Aggregate carrying amount (costs) on sale of assets2014-12-31$54,696,656
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : IBEW LOCAL 1249 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$8,757,648
Total unrealized appreciation/depreciation of assets2013-12-31$8,757,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,229,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,966,347
Total income from all sources (including contributions)2013-12-31$40,987,516
Total loss/gain on sale of assets2013-12-31$509,675
Total of all expenses incurred2013-12-31$8,328,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,009,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,722,525
Value of total assets at end of year2013-12-31$119,311,703
Value of total assets at beginning of year2013-12-31$87,389,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,319,384
Total interest from all sources2013-12-31$590,961
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,053,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$523,573
Administrative expenses professional fees incurred2013-12-31$127,516
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$251,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$202,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$160,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$136,641
Other income not declared elsewhere2013-12-31$5,679,815
Administrative expenses (other) incurred2013-12-31$697,834
Liabilities. Value of operating payables at end of year2013-12-31$1,069,255
Liabilities. Value of operating payables at beginning of year2013-12-31$1,829,706
Total non interest bearing cash at end of year2013-12-31$9,792,519
Total non interest bearing cash at beginning of year2013-12-31$8,346,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$32,659,077
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,082,100
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$85,423,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$494,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,035,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,763,819
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$366,523
Income. Interest from corporate debt instruments2013-12-31$200,362
Value of interest in common/collective trusts at end of year2013-12-31$242,980
Value of interest in common/collective trusts at beginning of year2013-12-31$5,966,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,740,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,842,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,842,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$24,076
Asset value of US Government securities at end of year2013-12-31$13,369,709
Asset value of US Government securities at beginning of year2013-12-31$12,331,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,726,121
Net investment gain or loss from common/collective trusts2013-12-31$-52,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,722,525
Employer contributions (assets) at end of year2013-12-31$2,801,396
Employer contributions (assets) at beginning of year2013-12-31$3,252,608
Income. Dividends from common stock2013-12-31$530,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,009,055
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$8,282,685
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,629,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$47,728,033
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$29,018,502
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$67,343
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$35,316
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$25,768,154
Aggregate carrying amount (costs) on sale of assets2013-12-31$25,258,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BONADIO AND CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : IBEW LOCAL 1249 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,287,958
Total unrealized appreciation/depreciation of assets2012-12-31$2,287,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,966,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,151,462
Total income from all sources (including contributions)2012-12-31$31,786,799
Total loss/gain on sale of assets2012-12-31$802,379
Total of all expenses incurred2012-12-31$7,843,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,668,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,346,890
Value of total assets at end of year2012-12-31$87,389,370
Value of total assets at beginning of year2012-12-31$62,631,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,175,218
Total interest from all sources2012-12-31$410,868
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$753,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$390,854
Administrative expenses professional fees incurred2012-12-31$161,955
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$202,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$123,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$136,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$114,920
Other income not declared elsewhere2012-12-31$2,694,479
Administrative expenses (other) incurred2012-12-31$647,768
Liabilities. Value of operating payables at end of year2012-12-31$1,829,706
Liabilities. Value of operating payables at beginning of year2012-12-31$1,036,542
Total non interest bearing cash at end of year2012-12-31$8,346,968
Total non interest bearing cash at beginning of year2012-12-31$12,945,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$23,942,998
Value of net assets at end of year (total assets less liabilities)2012-12-31$85,423,023
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,480,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$365,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,763,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,041,029
Interest earned on other investments2012-12-31$9,745
Income. Interest from US Government securities2012-12-31$287,703
Income. Interest from corporate debt instruments2012-12-31$101,670
Value of interest in common/collective trusts at end of year2012-12-31$5,966,593
Value of interest in common/collective trusts at beginning of year2012-12-31$5,225,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,842,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$809,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$809,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$538,821
Asset value of US Government securities at end of year2012-12-31$12,331,305
Asset value of US Government securities at beginning of year2012-12-31$7,539,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,749,806
Net investment gain or loss from common/collective trusts2012-12-31$740,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,346,890
Employer contributions (assets) at end of year2012-12-31$3,252,608
Employer contributions (assets) at beginning of year2012-12-31$2,181,497
Income. Dividends from common stock2012-12-31$362,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,668,583
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,629,314
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,767,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$29,018,502
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$19,425,189
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$35,316
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$33,982
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$23,824,586
Aggregate carrying amount (costs) on sale of assets2012-12-31$23,022,207
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BONADIO AND CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : IBEW LOCAL 1249 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-445,194
Total unrealized appreciation/depreciation of assets2011-12-31$-445,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,151,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,040,822
Total income from all sources (including contributions)2011-12-31$17,604,852
Total loss/gain on sale of assets2011-12-31$265,341
Total of all expenses incurred2011-12-31$7,435,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,374,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,911,615
Value of total assets at end of year2011-12-31$62,631,487
Value of total assets at beginning of year2011-12-31$52,351,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,060,939
Total interest from all sources2011-12-31$327,998
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$604,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$324,727
Administrative expenses professional fees incurred2011-12-31$117,020
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$123,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$108,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$114,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$162,034
Other income not declared elsewhere2011-12-31$660,320
Administrative expenses (other) incurred2011-12-31$664,920
Liabilities. Value of operating payables at end of year2011-12-31$1,036,542
Liabilities. Value of operating payables at beginning of year2011-12-31$878,788
Total non interest bearing cash at end of year2011-12-31$12,945,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,168,999
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,480,025
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,311,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$278,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,041,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,547,434
Interest earned on other investments2011-12-31$30,896
Income. Interest from US Government securities2011-12-31$232,456
Income. Interest from corporate debt instruments2011-12-31$64,240
Value of interest in common/collective trusts at end of year2011-12-31$5,225,595
Value of interest in common/collective trusts at beginning of year2011-12-31$5,218,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$809,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,020,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,020,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$538,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$507,925
Asset value of US Government securities at end of year2011-12-31$7,539,283
Asset value of US Government securities at beginning of year2011-12-31$8,249,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-726,232
Net investment gain or loss from common/collective trusts2011-12-31$6,772
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,911,615
Employer contributions (assets) at end of year2011-12-31$2,181,497
Employer contributions (assets) at beginning of year2011-12-31$2,167,656
Income. Dividends from common stock2011-12-31$279,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,374,914
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,767,139
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$857,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$19,425,189
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$15,634,452
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$33,982
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$40,545
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$16,116,006
Aggregate carrying amount (costs) on sale of assets2011-12-31$15,850,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BONADIO AND CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : IBEW LOCAL 1249 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,767,517
Total unrealized appreciation/depreciation of assets2010-12-31$1,767,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,040,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,053,038
Total income from all sources (including contributions)2010-12-31$19,367,192
Total loss/gain on sale of assets2010-12-31$1,267,356
Total of all expenses incurred2010-12-31$6,902,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,080,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,308,041
Value of total assets at end of year2010-12-31$52,351,848
Value of total assets at beginning of year2010-12-31$39,899,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$821,965
Total interest from all sources2010-12-31$218,562
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$443,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$221,631
Administrative expenses professional fees incurred2010-12-31$70,214
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$151,200
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$108,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$42,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$162,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$136,991
Other income not declared elsewhere2010-12-31$299,878
Administrative expenses (other) incurred2010-12-31$551,116
Liabilities. Value of operating payables at end of year2010-12-31$878,788
Liabilities. Value of operating payables at beginning of year2010-12-31$916,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,464,431
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,311,026
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,846,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$224,850
Investment advisory and management fees2010-12-31$200,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,547,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,516,424
Interest earned on other investments2010-12-31$29,202
Income. Interest from US Government securities2010-12-31$151,662
Income. Interest from corporate debt instruments2010-12-31$31,054
Value of interest in common/collective trusts at end of year2010-12-31$5,218,823
Value of interest in common/collective trusts at beginning of year2010-12-31$5,224,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,020,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$13,466,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$13,466,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$507,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$478,723
Asset value of US Government securities at end of year2010-12-31$8,249,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,054,044
Net investment gain or loss from common/collective trusts2010-12-31$-5,834
Net gain/loss from 103.12 investment entities2010-12-31$13,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,308,041
Employer contributions (assets) at end of year2010-12-31$2,167,656
Employer contributions (assets) at beginning of year2010-12-31$1,388,407
Income. Dividends from common stock2010-12-31$222,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,080,796
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$857,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$15,634,452
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$13,390,502
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$40,545
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$15,236
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$28,614,818
Aggregate carrying amount (costs) on sale of assets2010-12-31$27,347,462
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146

Form 5500 Responses for IBEW LOCAL 1249 PENSION PLAN

2023: IBEW LOCAL 1249 PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL 1249 PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 1249 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 1249 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 1249 PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 1249 PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 1249 PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 1249 PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 1249 PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 1249 PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 1249 PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 1249 PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 1249 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 1249 PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 1249 PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number18000510
Policy instance 1
Insurance contract or identification number18000510
Number of Individuals Covered2835
Insurance policy start date2012-01-01
Insurance policy end date2012-04-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number18000510
Policy instance 1
Insurance contract or identification number18000510
Number of Individuals Covered2681
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number18000510
Policy instance 1
Insurance contract or identification number18000510
Number of Individuals Covered2588
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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