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PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 401k Plan overview

Plan NamePENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND
Plan identification number 001

PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IBEW LOCAL 445 PENSION FUND
Employer identification number (EIN):386142222
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-05-01
0012020-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01JEFF EYRE JOHN BANKS2019-01-28
0012016-05-01JEFF EYRE JOHN A. BANKS2018-01-25
0012015-05-01JAMES LAWRENCE STEVE CLAYWELL2017-02-01
0012015-05-01 STEVE CLAYWELL2017-02-01
0012014-05-01STEVE CLAYWELL STANLEY SCHULTZ2016-01-08
0012013-05-01STEVE CLAYWELL JAMES LAWRENCE2014-11-26
0012012-05-01BRYAN D. STULZ
0012011-05-01BRYAN D. STULZ
0012009-05-01BRYAN D. STULZ

Plan Statistics for PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND

401k plan membership statisitcs for PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND

Measure Date Value
2023: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2023 401k membership
Current value of assets2023-04-3027,000,034
Acturial value of assets for funding standard account2023-04-3028,196,367
Accrued liability for plan using immediate gains methods2023-04-3033,540,589
Accrued liability under unit credit cost method2023-04-3033,540,589
RPA 94 current liability2023-04-3073,624,407
Expected increase in current liability due to benefits accruing during the plan year2023-04-302,215,087
Expected release from RPA 94 current liability for plan year2023-04-301,963,212
Expected plan disbursements for the plan year2023-04-301,981,863
Current value of assets2023-04-3027,000,034
Number of retired participants and beneficiaries receiving payment2023-04-30139
Current liability for retired participants and beneficiaries receiving payment2023-04-3026,544,832
Number of terminated vested participants2023-04-30133
Current liability for terminated vested participants2023-04-3014,444,465
Current liability for active participants non vested benefits2023-04-302,076,789
Current liability for active participants vested benefits2023-04-3030,558,321
Total number of active articipats2023-04-30161
Current liability for active participants2023-04-3032,635,110
Total participant count with liabilities2023-04-30433
Total current liabilitoes for participants with libailities2023-04-3073,624,407
Total employer contributions in plan year2023-04-302,331,625
Employer’s normal cost for plan year as of valuation date2023-04-30696,228
Prior year credit balance2023-04-305,895,413
Amortization credits as of valuation date2023-04-301,151,126
2022: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2022 401k membership
Current value of assets2022-04-3028,496,611
Acturial value of assets for funding standard account2022-04-3026,295,757
Accrued liability for plan using immediate gains methods2022-04-3031,879,230
Accrued liability under unit credit cost method2022-04-3031,879,230
RPA 94 current liability2022-04-3069,322,098
Expected increase in current liability due to benefits accruing during the plan year2022-04-302,018,687
Expected release from RPA 94 current liability for plan year2022-04-301,784,017
Expected plan disbursements for the plan year2022-04-301,801,946
Current value of assets2022-04-3028,496,611
Number of retired participants and beneficiaries receiving payment2022-04-30133
Current liability for retired participants and beneficiaries receiving payment2022-04-3025,231,868
Number of terminated vested participants2022-04-30137
Current liability for terminated vested participants2022-04-3014,001,221
Current liability for active participants non vested benefits2022-04-302,220,433
Current liability for active participants vested benefits2022-04-3027,868,576
Total number of active articipats2022-04-30151
Current liability for active participants2022-04-3030,089,009
Total participant count with liabilities2022-04-30421
Total current liabilitoes for participants with libailities2022-04-3069,322,098
Total employer contributions in plan year2022-04-302,070,960
Employer’s normal cost for plan year as of valuation date2022-04-30655,705
Prior year credit balance2022-04-304,970,358
Amortization credits as of valuation date2022-04-301,151,126
2021: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-05-01507
Total number of active participants reported on line 7a of the Form 55002021-05-01201
Number of retired or separated participants receiving benefits2021-05-0196
Number of other retired or separated participants entitled to future benefits2021-05-01163
Total of all active and inactive participants2021-05-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-0120
Total participants2021-05-01480
Number of employers contributing to the scheme2021-05-0126
Current value of assets2021-04-3022,353,277
Acturial value of assets for funding standard account2021-04-3024,117,763
Accrued liability for plan using immediate gains methods2021-04-3031,793,661
Accrued liability under unit credit cost method2021-04-3031,793,661
RPA 94 current liability2021-04-3060,331,899
Expected increase in current liability due to benefits accruing during the plan year2021-04-301,579,028
Expected release from RPA 94 current liability for plan year2021-04-301,865,245
Expected plan disbursements for the plan year2021-04-301,891,172
Current value of assets2021-04-3022,353,277
Number of retired participants and beneficiaries receiving payment2021-04-30132
Current liability for retired participants and beneficiaries receiving payment2021-04-3023,315,691
Number of terminated vested participants2021-04-30133
Current liability for terminated vested participants2021-04-3011,246,283
Current liability for active participants non vested benefits2021-04-301,596,757
Current liability for active participants vested benefits2021-04-3024,173,168
Total number of active articipats2021-04-30150
Current liability for active participants2021-04-3025,769,925
Total participant count with liabilities2021-04-30415
Total current liabilitoes for participants with libailities2021-04-3060,331,899
Total employer contributions in plan year2021-04-301,945,424
Employer’s normal cost for plan year as of valuation date2021-04-30640,387
Prior year credit balance2021-04-304,426,899
Amortization credits as of valuation date2021-04-301,013,873
2020: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-05-01460
Total number of active participants reported on line 7a of the Form 55002020-05-01236
Number of retired or separated participants receiving benefits2020-05-0192
Number of other retired or separated participants entitled to future benefits2020-05-01162
Total of all active and inactive participants2020-05-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-0117
Total participants2020-05-01507
Number of employers contributing to the scheme2020-05-0126
Current value of assets2020-04-3022,483,365
Acturial value of assets for funding standard account2020-04-3023,185,248
Accrued liability for plan using immediate gains methods2020-04-3031,087,218
Accrued liability under unit credit cost method2020-04-3031,087,218
RPA 94 current liability2020-04-3056,063,444
Expected increase in current liability due to benefits accruing during the plan year2020-04-301,449,077
Expected release from RPA 94 current liability for plan year2020-04-301,800,024
Expected plan disbursements for the plan year2020-04-301,827,834
Current value of assets2020-04-3022,483,365
Number of retired participants and beneficiaries receiving payment2020-04-30132
Current liability for retired participants and beneficiaries receiving payment2020-04-3023,440,375
Number of terminated vested participants2020-04-30133
Current liability for terminated vested participants2020-04-3010,407,003
Current liability for active participants non vested benefits2020-04-301,350,245
Current liability for active participants vested benefits2020-04-3020,865,821
Total number of active articipats2020-04-30147
Current liability for active participants2020-04-3022,216,066
Total participant count with liabilities2020-04-30412
Total current liabilitoes for participants with libailities2020-04-3056,063,444
Total employer contributions in plan year2020-04-301,806,135
Employer’s normal cost for plan year as of valuation date2020-04-30642,296
Prior year credit balance2020-04-304,079,328
Amortization credits as of valuation date2020-04-30995,768
2019: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-05-01464
Total number of active participants reported on line 7a of the Form 55002019-05-01194
Number of retired or separated participants receiving benefits2019-05-0186
Number of other retired or separated participants entitled to future benefits2019-05-01161
Total of all active and inactive participants2019-05-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-0119
Total participants2019-05-01460
Number of employers contributing to the scheme2019-05-0124
Current value of assets2019-04-3021,250,448
Acturial value of assets for funding standard account2019-04-3022,163,991
Accrued liability for plan using immediate gains methods2019-04-3030,045,101
Accrued liability under unit credit cost method2019-04-3030,045,101
RPA 94 current liability2019-04-3055,367,100
Expected increase in current liability due to benefits accruing during the plan year2019-04-301,434,326
Expected release from RPA 94 current liability for plan year2019-04-301,747,175
Expected plan disbursements for the plan year2019-04-301,773,295
Current value of assets2019-04-3021,250,448
Number of retired participants and beneficiaries receiving payment2019-04-30130
Current liability for retired participants and beneficiaries receiving payment2019-04-3024,243,472
Number of terminated vested participants2019-04-30135
Current liability for terminated vested participants2019-04-309,703,649
Current liability for active participants non vested benefits2019-04-301,381,157
Current liability for active participants vested benefits2019-04-3020,038,822
Total number of active articipats2019-04-30147
Current liability for active participants2019-04-3021,419,979
Total participant count with liabilities2019-04-30412
Total current liabilitoes for participants with libailities2019-04-3055,367,100
Total employer contributions in plan year2019-04-301,764,074
Employer’s normal cost for plan year as of valuation date2019-04-30607,385
Prior year credit balance2019-04-303,778,376
Amortization credits as of valuation date2019-04-30995,768
2018: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-05-01470
Total number of active participants reported on line 7a of the Form 55002018-05-01198
Number of retired or separated participants receiving benefits2018-05-0187
Number of other retired or separated participants entitled to future benefits2018-05-01162
Total of all active and inactive participants2018-05-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-0117
Total participants2018-05-01464
Number of employers contributing to the scheme2018-05-0115
Current value of assets2018-04-3020,127,022
Acturial value of assets for funding standard account2018-04-3022,029,678
Accrued liability for plan using immediate gains methods2018-04-3028,296,195
Accrued liability under unit credit cost method2018-04-3028,296,195
RPA 94 current liability2018-04-3051,500,510
Expected increase in current liability due to benefits accruing during the plan year2018-04-301,268,140
Expected release from RPA 94 current liability for plan year2018-04-301,709,267
Expected plan disbursements for the plan year2018-04-301,735,364
Current value of assets2018-04-3020,127,022
Number of retired participants and beneficiaries receiving payment2018-04-30128
Current liability for retired participants and beneficiaries receiving payment2018-04-3023,313,784
Number of terminated vested participants2018-04-30146
Current liability for terminated vested participants2018-04-3010,368,008
Current liability for active participants non vested benefits2018-04-301,184,612
Current liability for active participants vested benefits2018-04-3016,634,106
Total number of active articipats2018-04-30136
Current liability for active participants2018-04-3017,818,718
Total participant count with liabilities2018-04-30410
Total current liabilitoes for participants with libailities2018-04-3051,500,510
Total employer contributions in plan year2018-04-301,600,161
Employer’s normal cost for plan year as of valuation date2018-04-30540,299
Prior year credit balance2018-04-303,489,029
Amortization credits as of valuation date2018-04-301,001,167
2017: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-05-01497
Total number of active participants reported on line 7a of the Form 55002017-05-01199
Number of retired or separated participants receiving benefits2017-05-0184
Number of other retired or separated participants entitled to future benefits2017-05-01169
Total of all active and inactive participants2017-05-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-0118
Total participants2017-05-01470
Number of employers contributing to the scheme2017-05-0118
Current value of assets2017-04-3018,830,221
Acturial value of assets for funding standard account2017-04-3022,000,062
Accrued liability for plan using immediate gains methods2017-04-3027,162,129
Accrued liability under unit credit cost method2017-04-3027,162,129
RPA 94 current liability2017-04-3048,468,862
Expected increase in current liability due to benefits accruing during the plan year2017-04-301,087,096
Expected release from RPA 94 current liability for plan year2017-04-301,659,816
Expected plan disbursements for the plan year2017-04-301,686,539
Current value of assets2017-04-3018,830,221
Number of retired participants and beneficiaries receiving payment2017-04-30126
Current liability for retired participants and beneficiaries receiving payment2017-04-3022,728,943
Number of terminated vested participants2017-04-30149
Current liability for terminated vested participants2017-04-309,554,249
Current liability for active participants non vested benefits2017-04-301,788,193
Current liability for active participants vested benefits2017-04-3014,397,477
Total number of active articipats2017-04-30127
Current liability for active participants2017-04-3016,185,670
Total participant count with liabilities2017-04-30402
Total current liabilitoes for participants with libailities2017-04-3048,468,862
Total employer contributions in plan year2017-04-301,554,569
Employer’s normal cost for plan year as of valuation date2017-04-30489,937
Prior year credit balance2017-04-303,102,092
Amortization credits as of valuation date2017-04-301,001,167
2016: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-05-01489
Total number of active participants reported on line 7a of the Form 55002016-05-01162
Number of retired or separated participants receiving benefits2016-05-0184
Number of other retired or separated participants entitled to future benefits2016-05-01237
Total of all active and inactive participants2016-05-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-0114
Total participants2016-05-01497
Number of employers contributing to the scheme2016-05-0119
Current value of assets2016-04-3019,286,672
Acturial value of assets for funding standard account2016-04-3022,604,301
Accrued liability for plan using immediate gains methods2016-04-3026,385,207
Accrued liability under unit credit cost method2016-04-3026,385,207
RPA 94 current liability2016-04-3046,242,543
Expected increase in current liability due to benefits accruing during the plan year2016-04-301,057,085
Expected release from RPA 94 current liability for plan year2016-04-301,599,517
Expected plan disbursements for the plan year2016-04-301,626,469
Current value of assets2016-04-3019,286,672
Number of retired participants and beneficiaries receiving payment2016-04-30125
Current liability for retired participants and beneficiaries receiving payment2016-04-3022,385,883
Number of terminated vested participants2016-04-30147
Current liability for terminated vested participants2016-04-308,527,569
Current liability for active participants non vested benefits2016-04-301,557,006
Current liability for active participants vested benefits2016-04-3013,772,085
Total number of active articipats2016-04-30126
Current liability for active participants2016-04-3015,329,091
Total participant count with liabilities2016-04-30398
Total current liabilitoes for participants with libailities2016-04-3046,242,543
Total employer contributions in plan year2016-04-301,255,262
Employer’s normal cost for plan year as of valuation date2016-04-30500,011
Prior year credit balance2016-04-302,919,671
Amortization credits as of valuation date2016-04-30990,204
2015: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-05-01481
Total number of active participants reported on line 7a of the Form 55002015-05-01157
Number of retired or separated participants receiving benefits2015-05-0182
Number of other retired or separated participants entitled to future benefits2015-05-01237
Total of all active and inactive participants2015-05-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-0113
Total participants2015-05-01489
Number of employers contributing to the scheme2015-05-0117
Current value of assets2015-04-3019,017,387
Acturial value of assets for funding standard account2015-04-3022,659,858
Accrued liability for plan using immediate gains methods2015-04-3025,465,039
Accrued liability under unit credit cost method2015-04-3025,465,039
RPA 94 current liability2015-04-3043,159,069
Expected increase in current liability due to benefits accruing during the plan year2015-04-30953,035
Expected release from RPA 94 current liability for plan year2015-04-301,548,173
Expected plan disbursements for the plan year2015-04-301,576,118
Current value of assets2015-04-3019,017,387
Number of retired participants and beneficiaries receiving payment2015-04-30120
Current liability for retired participants and beneficiaries receiving payment2015-04-3021,555,452
Number of terminated vested participants2015-04-30153
Current liability for terminated vested participants2015-04-308,845,990
Current liability for active participants non vested benefits2015-04-301,371,130
Current liability for active participants vested benefits2015-04-3011,386,497
Total number of active articipats2015-04-30123
Current liability for active participants2015-04-3012,757,627
Total participant count with liabilities2015-04-30396
Total current liabilitoes for participants with libailities2015-04-3043,159,069
Total employer contributions in plan year2015-04-301,297,695
Employer’s normal cost for plan year as of valuation date2015-04-30442,724
Prior year credit balance2015-04-302,517,382
Amortization credits as of valuation date2015-04-30990,204
2014: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-05-01470
Total number of active participants reported on line 7a of the Form 55002014-05-01183
Number of retired or separated participants receiving benefits2014-05-0178
Number of other retired or separated participants entitled to future benefits2014-05-01208
Total of all active and inactive participants2014-05-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-0112
Total participants2014-05-01481
Number of employers contributing to the scheme2014-05-0120
Current value of assets2014-04-3018,415,789
Acturial value of assets for funding standard account2014-04-3022,098,947
Current value of assets2014-04-3018,415,789
Number of retired participants and beneficiaries receiving payment2014-04-30114
Current liability for retired participants and beneficiaries receiving payment2014-04-3019,950,702
Number of terminated vested participants2014-04-30148
Current liability for terminated vested participants2014-04-308,217,414
Current liability for active participants non vested benefits2014-04-301,520,612
Current liability for active participants vested benefits2014-04-3012,039,820
Total number of active articipats2014-04-30132
Current liability for active participants2014-04-3013,560,432
Total participant count with liabilities2014-04-30394
Total current liabilitoes for participants with libailities2014-04-3041,728,548
Prior year credit balance2014-04-30562,774
2013: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-05-01534
Total number of active participants reported on line 7a of the Form 55002013-05-01170
Number of retired or separated participants receiving benefits2013-05-01119
Number of other retired or separated participants entitled to future benefits2013-05-01171
Total of all active and inactive participants2013-05-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-0110
Total participants2013-05-01470
Number of employers contributing to the scheme2013-05-0121
2012: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-05-01439
Total number of active participants reported on line 7a of the Form 55002012-05-01188
Number of retired or separated participants receiving benefits2012-05-01117
Number of other retired or separated participants entitled to future benefits2012-05-01200
Total of all active and inactive participants2012-05-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-0129
Total participants2012-05-01534
Number of employers contributing to the scheme2012-05-0125
2011: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-05-01432
Total number of active participants reported on line 7a of the Form 55002011-05-01126
Number of retired or separated participants receiving benefits2011-05-01112
Number of other retired or separated participants entitled to future benefits2011-05-01194
Total of all active and inactive participants2011-05-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-017
Total participants2011-05-01439
Number of employers contributing to the scheme2011-05-0127
2009: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-05-01398
Total number of active participants reported on line 7a of the Form 55002009-05-01174
Number of retired or separated participants receiving benefits2009-05-01100
Number of other retired or separated participants entitled to future benefits2009-05-01160
Total of all active and inactive participants2009-05-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-016
Total participants2009-05-01440
Number of employers contributing to the scheme2009-05-0117

Financial Data on PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND

Measure Date Value
2023 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$333,227
Total unrealized appreciation/depreciation of assets2023-04-30$333,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$48,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$82,081
Total income from all sources (including contributions)2023-04-30$2,693,542
Total loss/gain on sale of assets2023-04-30$-239,752
Total of all expenses incurred2023-04-30$2,062,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$1,804,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$2,331,625
Value of total assets at end of year2023-04-30$27,680,121
Value of total assets at beginning of year2023-04-30$27,082,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$258,093
Total interest from all sources2023-04-30$109,553
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$337,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$102,233
Administrative expenses professional fees incurred2023-04-30$59,233
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$27,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$12,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$43,334
Other income not declared elsewhere2023-04-30$4,360
Administrative expenses (other) incurred2023-04-30$35,750
Liabilities. Value of operating payables at end of year2023-04-30$48,395
Liabilities. Value of operating payables at beginning of year2023-04-30$38,747
Total non interest bearing cash at end of year2023-04-30$558,384
Total non interest bearing cash at beginning of year2023-04-30$769,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$631,096
Value of net assets at end of year (total assets less liabilities)2023-04-30$27,631,130
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$27,000,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$151,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$5,080,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$5,095,437
Value of interest in pooled separate accounts at end of year2023-04-30$1,229,349
Value of interest in pooled separate accounts at beginning of year2023-04-30$1,501,417
Interest earned on other investments2023-04-30$27,286
Income. Interest from US Government securities2023-04-30$42,346
Income. Interest from corporate debt instruments2023-04-30$30,464
Value of interest in common/collective trusts at end of year2023-04-30$3,432,629
Value of interest in common/collective trusts at beginning of year2023-04-30$3,480,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$1,226,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$463,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$463,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$9,457
Asset value of US Government securities at end of year2023-04-30$1,400,794
Asset value of US Government securities at beginning of year2023-04-30$1,600,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-157,254
Net investment gain or loss from common/collective trusts2023-04-30$-25,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$2,331,625
Employer contributions (assets) at end of year2023-04-30$177,991
Employer contributions (assets) at beginning of year2023-04-30$206,980
Income. Dividends from common stock2023-04-30$235,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$1,804,353
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$873,578
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$772,559
Contract administrator fees2023-04-30$11,276
Assets. Corporate common stocks other than exployer securities at end of year2023-04-30$13,668,401
Assets. Corporate common stocks other than exployer securities at beginning of year2023-04-30$13,173,924
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$4,418
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$4,876
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$4,086,201
Aggregate carrying amount (costs) on sale of assets2023-04-30$4,325,953
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2023-04-30382284921
2022 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-3,156,201
Total unrealized appreciation/depreciation of assets2022-04-30$-3,156,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$82,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$73,043
Total income from all sources (including contributions)2022-04-30$570,603
Total loss/gain on sale of assets2022-04-30$1,172,126
Total of all expenses incurred2022-04-30$2,067,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$1,775,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$2,070,960
Value of total assets at end of year2022-04-30$27,082,115
Value of total assets at beginning of year2022-04-30$28,569,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$291,716
Total interest from all sources2022-04-30$97,753
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$344,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$154,813
Administrative expenses professional fees incurred2022-04-30$52,327
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$12,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$17,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$43,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$9,899
Other income not declared elsewhere2022-04-30$2,091
Administrative expenses (other) incurred2022-04-30$45,916
Liabilities. Value of operating payables at end of year2022-04-30$38,747
Liabilities. Value of operating payables at beginning of year2022-04-30$63,144
Total non interest bearing cash at end of year2022-04-30$769,891
Total non interest bearing cash at beginning of year2022-04-30$544,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-1,496,577
Value of net assets at end of year (total assets less liabilities)2022-04-30$27,000,034
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$28,496,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$182,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$5,095,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$5,700,343
Value of interest in pooled separate accounts at end of year2022-04-30$1,501,417
Value of interest in pooled separate accounts at beginning of year2022-04-30$1,772,209
Interest earned on other investments2022-04-30$41,095
Income. Interest from US Government securities2022-04-30$29,147
Income. Interest from corporate debt instruments2022-04-30$27,464
Value of interest in common/collective trusts at end of year2022-04-30$3,480,711
Value of interest in common/collective trusts at beginning of year2022-04-30$2,788,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$463,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$315,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$315,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$47
Asset value of US Government securities at end of year2022-04-30$1,600,685
Asset value of US Government securities at beginning of year2022-04-30$1,557,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-652,681
Net investment gain or loss from common/collective trusts2022-04-30$692,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$2,070,960
Employer contributions (assets) at end of year2022-04-30$206,980
Employer contributions (assets) at beginning of year2022-04-30$172,112
Income. Dividends from common stock2022-04-30$189,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$1,775,464
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$772,559
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$796,063
Contract administrator fees2022-04-30$11,276
Assets. Corporate common stocks other than exployer securities at end of year2022-04-30$13,173,924
Assets. Corporate common stocks other than exployer securities at beginning of year2022-04-30$14,900,691
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$4,876
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$5,554
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$6,699,891
Aggregate carrying amount (costs) on sale of assets2022-04-30$5,527,765
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2022-04-30382284921
2021 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$4,084,727
Total unrealized appreciation/depreciation of assets2021-04-30$4,084,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$73,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$61,500
Total income from all sources (including contributions)2021-04-30$8,090,923
Total loss/gain on sale of assets2021-04-30$490,769
Total of all expenses incurred2021-04-30$1,947,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,712,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$1,945,424
Value of total assets at end of year2021-04-30$28,569,654
Value of total assets at beginning of year2021-04-30$22,414,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$234,878
Total interest from all sources2021-04-30$112,515
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$293,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$108,360
Administrative expenses professional fees incurred2021-04-30$42,578
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$17,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$18,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$9,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$27,655
Other income not declared elsewhere2021-04-30$5,118
Administrative expenses (other) incurred2021-04-30$32,619
Liabilities. Value of operating payables at end of year2021-04-30$63,144
Liabilities. Value of operating payables at beginning of year2021-04-30$33,845
Total non interest bearing cash at end of year2021-04-30$544,146
Total non interest bearing cash at beginning of year2021-04-30$595,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$6,143,334
Value of net assets at end of year (total assets less liabilities)2021-04-30$28,496,611
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$22,353,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$148,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$5,700,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$4,190,064
Value of interest in pooled separate accounts at end of year2021-04-30$1,772,209
Value of interest in pooled separate accounts at beginning of year2021-04-30$1,950,270
Interest earned on other investments2021-04-30$45,374
Income. Interest from US Government securities2021-04-30$37,778
Income. Interest from corporate debt instruments2021-04-30$29,328
Value of interest in common/collective trusts at end of year2021-04-30$2,788,526
Value of interest in common/collective trusts at beginning of year2021-04-30$2,971,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$315,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$317,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$317,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$35
Asset value of US Government securities at end of year2021-04-30$1,557,274
Asset value of US Government securities at beginning of year2021-04-30$1,476,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$1,142,630
Net investment gain or loss from common/collective trusts2021-04-30$16,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$1,945,424
Employer contributions (assets) at end of year2021-04-30$172,112
Employer contributions (assets) at beginning of year2021-04-30$131,112
Income. Dividends from common stock2021-04-30$184,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,712,711
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$796,063
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$783,562
Contract administrator fees2021-04-30$11,276
Assets. Corporate common stocks other than exployer securities at end of year2021-04-30$14,900,691
Assets. Corporate common stocks other than exployer securities at beginning of year2021-04-30$9,975,673
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$5,554
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$3,931
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$4,980,809
Aggregate carrying amount (costs) on sale of assets2021-04-30$4,490,040
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2021-04-30382284921
2020 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$-512,338
Total unrealized appreciation/depreciation of assets2020-04-30$-512,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$61,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$47,453
Total income from all sources (including contributions)2020-04-30$1,749,454
Total loss/gain on sale of assets2020-04-30$-354,236
Total of all expenses incurred2020-04-30$1,879,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$1,662,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$1,806,135
Value of total assets at end of year2020-04-30$22,414,777
Value of total assets at beginning of year2020-04-30$22,530,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$217,500
Total interest from all sources2020-04-30$392,631
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$399,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$196,024
Administrative expenses professional fees incurred2020-04-30$42,996
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$18,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$27,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$27,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$15,780
Other income not declared elsewhere2020-04-30$4,224
Administrative expenses (other) incurred2020-04-30$27,128
Liabilities. Value of operating payables at end of year2020-04-30$33,845
Liabilities. Value of operating payables at beginning of year2020-04-30$31,673
Total non interest bearing cash at end of year2020-04-30$595,908
Total non interest bearing cash at beginning of year2020-04-30$363,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-130,088
Value of net assets at end of year (total assets less liabilities)2020-04-30$22,353,277
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$22,483,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$136,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$4,190,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$4,190,683
Value of interest in pooled separate accounts at end of year2020-04-30$1,950,270
Value of interest in pooled separate accounts at beginning of year2020-04-30$2,123,095
Interest earned on other investments2020-04-30$55,933
Income. Interest from US Government securities2020-04-30$308,189
Income. Interest from corporate debt instruments2020-04-30$28,136
Value of interest in common/collective trusts at end of year2020-04-30$2,971,991
Value of interest in common/collective trusts at beginning of year2020-04-30$2,856,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$317,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$417,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$417,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$373
Asset value of US Government securities at end of year2020-04-30$1,476,348
Asset value of US Government securities at beginning of year2020-04-30$1,365,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-101,837
Net investment gain or loss from common/collective trusts2020-04-30$115,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$1,806,135
Employer contributions (assets) at end of year2020-04-30$131,112
Employer contributions (assets) at beginning of year2020-04-30$149,847
Income. Dividends from common stock2020-04-30$203,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$1,662,042
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$783,562
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$752,258
Contract administrator fees2020-04-30$11,276
Assets. Corporate common stocks other than exployer securities at end of year2020-04-30$9,975,673
Assets. Corporate common stocks other than exployer securities at beginning of year2020-04-30$10,280,835
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$3,931
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$4,123
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$5,931,102
Aggregate carrying amount (costs) on sale of assets2020-04-30$6,285,338
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2020-04-30382284921
2019 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$574,930
Total unrealized appreciation/depreciation of assets2019-04-30$574,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$47,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$90,518
Total income from all sources (including contributions)2019-04-30$3,087,432
Total loss/gain on sale of assets2019-04-30$-135,082
Total of all expenses incurred2019-04-30$1,854,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$1,661,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$1,764,074
Value of total assets at end of year2019-04-30$22,530,818
Value of total assets at beginning of year2019-04-30$21,340,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$193,389
Total interest from all sources2019-04-30$140,347
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$327,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$122,038
Administrative expenses professional fees incurred2019-04-30$39,539
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$27,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$24,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$15,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$15,216
Other income not declared elsewhere2019-04-30$8,964
Administrative expenses (other) incurred2019-04-30$28,340
Liabilities. Value of operating payables at end of year2019-04-30$31,673
Liabilities. Value of operating payables at beginning of year2019-04-30$75,302
Total non interest bearing cash at end of year2019-04-30$363,267
Total non interest bearing cash at beginning of year2019-04-30$216,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$1,232,917
Value of net assets at end of year (total assets less liabilities)2019-04-30$22,483,365
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$21,250,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$114,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$4,190,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$3,717,802
Value of interest in pooled separate accounts at end of year2019-04-30$2,123,095
Interest earned on other investments2019-04-30$59,842
Income. Interest from US Government securities2019-04-30$47,560
Income. Interest from corporate debt instruments2019-04-30$32,132
Value of interest in common/collective trusts at end of year2019-04-30$2,856,550
Value of interest in common/collective trusts at beginning of year2019-04-30$2,680,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$417,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$310,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$310,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$2,015,418
Asset value of US Government securities at end of year2019-04-30$1,365,658
Asset value of US Government securities at beginning of year2019-04-30$1,481,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$231,025
Net investment gain or loss from common/collective trusts2019-04-30$176,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$1,764,074
Employer contributions (assets) at end of year2019-04-30$149,847
Employer contributions (assets) at beginning of year2019-04-30$131,882
Income. Dividends from common stock2019-04-30$204,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$1,661,126
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$752,258
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$779,009
Contract administrator fees2019-04-30$11,067
Assets. Corporate common stocks other than exployer securities at end of year2019-04-30$10,280,835
Assets. Corporate common stocks other than exployer securities at beginning of year2019-04-30$9,979,005
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$4,123
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-04-30$4,126
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$6,720,033
Aggregate carrying amount (costs) on sale of assets2019-04-30$6,855,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2019-04-30382284921
2018 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$345,618
Total unrealized appreciation/depreciation of assets2018-04-30$345,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$90,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$129,160
Total income from all sources (including contributions)2018-04-30$2,993,072
Total loss/gain on sale of assets2018-04-30$355,801
Total of all expenses incurred2018-04-30$1,869,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$1,665,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$1,600,161
Value of total assets at end of year2018-04-30$21,340,966
Value of total assets at beginning of year2018-04-30$20,256,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$204,305
Total interest from all sources2018-04-30$214,239
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$307,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$76,901
Administrative expenses professional fees incurred2018-04-30$43,530
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$24,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$58,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$15,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$9,137
Other income not declared elsewhere2018-04-30$2,763
Administrative expenses (other) incurred2018-04-30$27,661
Liabilities. Value of operating payables at end of year2018-04-30$75,302
Liabilities. Value of operating payables at beginning of year2018-04-30$120,023
Total non interest bearing cash at end of year2018-04-30$216,052
Total non interest bearing cash at beginning of year2018-04-30$235,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$1,123,426
Value of net assets at end of year (total assets less liabilities)2018-04-30$21,250,448
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$20,127,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$122,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$3,717,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$2,219,115
Interest earned on other investments2018-04-30$66,038
Income. Interest from US Government securities2018-04-30$115,624
Income. Interest from corporate debt instruments2018-04-30$31,885
Value of interest in common/collective trusts at end of year2018-04-30$2,680,383
Value of interest in common/collective trusts at beginning of year2018-04-30$2,529,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$310,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$386,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$386,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$2,015,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$2,293,186
Asset value of US Government securities at end of year2018-04-30$1,481,715
Asset value of US Government securities at beginning of year2018-04-30$1,490,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$16,478
Net investment gain or loss from common/collective trusts2018-04-30$150,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$1,600,161
Employer contributions (assets) at end of year2018-04-30$131,882
Employer contributions (assets) at beginning of year2018-04-30$195,168
Income. Dividends from common stock2018-04-30$230,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$1,665,341
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$779,009
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$860,763
Contract administrator fees2018-04-30$10,441
Assets. Corporate common stocks other than exployer securities at end of year2018-04-30$9,979,005
Assets. Corporate common stocks other than exployer securities at beginning of year2018-04-30$9,980,197
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-30$4,126
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-30$6,775
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$6,485,036
Aggregate carrying amount (costs) on sale of assets2018-04-30$6,129,235
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2018-04-30382284921
2017 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$828,351
Total unrealized appreciation/depreciation of assets2017-04-30$828,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$129,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$137,227
Total income from all sources (including contributions)2017-04-30$3,125,577
Total loss/gain on sale of assets2017-04-30$77,784
Total of all expenses incurred2017-04-30$1,828,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$1,620,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$1,554,569
Value of total assets at end of year2017-04-30$20,256,182
Value of total assets at beginning of year2017-04-30$18,967,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$208,522
Total interest from all sources2017-04-30$153,624
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$324,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$115,164
Administrative expenses professional fees incurred2017-04-30$48,552
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$58,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$34,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$9,137
Other income not declared elsewhere2017-04-30$5,669
Administrative expenses (other) incurred2017-04-30$36,595
Liabilities. Value of operating payables at end of year2017-04-30$120,023
Liabilities. Value of operating payables at beginning of year2017-04-30$137,227
Total non interest bearing cash at end of year2017-04-30$235,128
Total non interest bearing cash at beginning of year2017-04-30$268,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$1,296,801
Value of net assets at end of year (total assets less liabilities)2017-04-30$20,127,022
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$18,830,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$112,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$2,219,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$2,253,918
Interest earned on other investments2017-04-30$72,203
Income. Interest from US Government securities2017-04-30$50,235
Income. Interest from corporate debt instruments2017-04-30$31,087
Value of interest in common/collective trusts at end of year2017-04-30$2,529,964
Value of interest in common/collective trusts at beginning of year2017-04-30$2,367,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$386,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$291,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$291,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$2,293,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$2,514,708
Asset value of US Government securities at end of year2017-04-30$1,490,127
Asset value of US Government securities at beginning of year2017-04-30$1,540,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$27,132
Net investment gain or loss from common/collective trusts2017-04-30$153,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$1,554,569
Employer contributions (assets) at end of year2017-04-30$195,168
Employer contributions (assets) at beginning of year2017-04-30$156,193
Income. Dividends from common stock2017-04-30$209,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$1,620,254
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$860,763
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$763,237
Contract administrator fees2017-04-30$10,441
Assets. Corporate common stocks other than exployer securities at end of year2017-04-30$9,980,197
Assets. Corporate common stocks other than exployer securities at beginning of year2017-04-30$8,768,136
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$6,775
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$8,774
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$5,689,482
Aggregate carrying amount (costs) on sale of assets2017-04-30$5,611,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2017-04-30382284921
2016 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$-254,217
Total unrealized appreciation/depreciation of assets2016-04-30$-254,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$137,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$78,340
Total income from all sources (including contributions)2016-04-30$1,320,704
Total loss/gain on sale of assets2016-04-30$-397,834
Total of all expenses incurred2016-04-30$1,777,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$1,592,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$1,255,262
Value of total assets at end of year2016-04-30$18,967,448
Value of total assets at beginning of year2016-04-30$19,365,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$184,734
Total interest from all sources2016-04-30$179,769
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$292,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$114,076
Administrative expenses professional fees incurred2016-04-30$38,266
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$34,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$44,080
Other income not declared elsewhere2016-04-30$683
Administrative expenses (other) incurred2016-04-30$31,325
Liabilities. Value of operating payables at end of year2016-04-30$137,227
Liabilities. Value of operating payables at beginning of year2016-04-30$78,340
Total non interest bearing cash at end of year2016-04-30$268,110
Total non interest bearing cash at beginning of year2016-04-30$190,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-456,451
Value of net assets at end of year (total assets less liabilities)2016-04-30$18,830,221
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$19,286,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$104,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$2,253,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$2,428,425
Interest earned on other investments2016-04-30$95,426
Income. Interest from US Government securities2016-04-30$53,498
Income. Interest from corporate debt instruments2016-04-30$30,766
Value of interest in common/collective trusts at end of year2016-04-30$2,367,810
Value of interest in common/collective trusts at beginning of year2016-04-30$2,704,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$291,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$350,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$350,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$2,514,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$2,964,872
Asset value of US Government securities at end of year2016-04-30$1,540,521
Asset value of US Government securities at beginning of year2016-04-30$1,477,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-41,090
Net investment gain or loss from common/collective trusts2016-04-30$285,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$1,255,262
Employer contributions (assets) at end of year2016-04-30$156,193
Employer contributions (assets) at beginning of year2016-04-30$120,809
Income. Dividends from common stock2016-04-30$178,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$1,592,421
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$763,237
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$868,505
Contract administrator fees2016-04-30$10,441
Assets. Corporate common stocks other than exployer securities at end of year2016-04-30$8,768,136
Assets. Corporate common stocks other than exployer securities at beginning of year2016-04-30$8,211,877
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$8,774
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$3,463
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$4,820,699
Aggregate carrying amount (costs) on sale of assets2016-04-30$5,218,533
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2016-04-30382284921
2015 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$31,406
Total unrealized appreciation/depreciation of assets2015-04-30$31,406
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$78,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$28,357
Total income from all sources (including contributions)2015-04-30$1,978,098
Total loss/gain on sale of assets2015-04-30$-1,073
Total of all expenses incurred2015-04-30$1,708,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$1,590,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$1,297,695
Value of total assets at end of year2015-04-30$19,365,012
Value of total assets at beginning of year2015-04-30$19,045,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$118,220
Total interest from all sources2015-04-30$121,955
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$631,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$610,378
Administrative expenses professional fees incurred2015-04-30$51,462
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$44,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$3,152
Other income not declared elsewhere2015-04-30$376
Administrative expenses (other) incurred2015-04-30$24,974
Liabilities. Value of operating payables at end of year2015-04-30$78,340
Liabilities. Value of operating payables at beginning of year2015-04-30$28,357
Total non interest bearing cash at end of year2015-04-30$190,709
Total non interest bearing cash at beginning of year2015-04-30$169,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$269,285
Value of net assets at end of year (total assets less liabilities)2015-04-30$19,286,672
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$19,017,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$31,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$2,428,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$13,285,967
Interest earned on other investments2015-04-30$106,351
Income. Interest from US Government securities2015-04-30$6,756
Income. Interest from corporate debt instruments2015-04-30$7,619
Value of interest in common/collective trusts at end of year2015-04-30$2,704,684
Value of interest in common/collective trusts at beginning of year2015-04-30$2,409,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$350,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$2,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$2,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$1,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$2,964,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$3,079,715
Asset value of US Government securities at end of year2015-04-30$1,477,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$-398,380
Net investment gain or loss from common/collective trusts2015-04-30$294,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$1,297,695
Employer contributions (assets) at end of year2015-04-30$120,809
Employer contributions (assets) at beginning of year2015-04-30$92,058
Income. Dividends from common stock2015-04-30$21,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$1,590,593
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$868,505
Contract administrator fees2015-04-30$10,441
Assets. Corporate common stocks other than exployer securities at end of year2015-04-30$8,211,877
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$3,463
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$2,961
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$574,263
Aggregate carrying amount (costs) on sale of assets2015-04-30$575,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2015-04-30382284921
2014 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$164,893
Total unrealized appreciation/depreciation of assets2014-04-30$164,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$28,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$42,406
Total income from all sources (including contributions)2014-04-30$2,201,173
Total of all expenses incurred2014-04-30$1,599,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$1,497,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$1,078,042
Value of total assets at end of year2014-04-30$19,045,744
Value of total assets at beginning of year2014-04-30$18,458,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$102,302
Total interest from all sources2014-04-30$111,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$37,109
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$3,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$2,789
Other income not declared elsewhere2014-04-30$24
Administrative expenses (other) incurred2014-04-30$24,327
Liabilities. Value of operating payables at end of year2014-04-30$28,357
Liabilities. Value of operating payables at beginning of year2014-04-30$42,406
Total non interest bearing cash at end of year2014-04-30$169,474
Total non interest bearing cash at beginning of year2014-04-30$134,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$601,598
Value of net assets at end of year (total assets less liabilities)2014-04-30$19,017,387
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$18,415,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$30,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$13,285,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$12,726,787
Interest earned on other investments2014-04-30$111,143
Value of interest in common/collective trusts at end of year2014-04-30$2,409,971
Value of interest in common/collective trusts at beginning of year2014-04-30$2,136,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$2,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$19,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$19,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$3,079,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$3,365,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$847,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$1,078,042
Employer contributions (assets) at end of year2014-04-30$92,058
Employer contributions (assets) at beginning of year2014-04-30$66,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,497,273
Contract administrator fees2014-04-30$10,441
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$2,961
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$5,807
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$342,668
Aggregate carrying amount (costs) on sale of assets2014-04-30$342,668
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2014-04-30382284921
2013 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$185,947
Total unrealized appreciation/depreciation of assets2013-04-30$185,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$42,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$30,448
Total income from all sources (including contributions)2013-04-30$2,258,146
Total of all expenses incurred2013-04-30$1,527,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$1,413,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$1,128,629
Value of total assets at end of year2013-04-30$18,458,195
Value of total assets at beginning of year2013-04-30$17,716,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$114,780
Total interest from all sources2013-04-30$121,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$48,799
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$2,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$4,513
Other income not declared elsewhere2013-04-30$493
Administrative expenses (other) incurred2013-04-30$23,861
Liabilities. Value of operating payables at end of year2013-04-30$42,406
Liabilities. Value of operating payables at beginning of year2013-04-30$30,448
Total non interest bearing cash at end of year2013-04-30$134,878
Total non interest bearing cash at beginning of year2013-04-30$96,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$730,153
Value of net assets at end of year (total assets less liabilities)2013-04-30$18,415,789
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$17,685,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$31,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$12,726,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$11,951,176
Interest earned on other investments2013-04-30$121,847
Value of interest in common/collective trusts at end of year2013-04-30$2,136,712
Value of interest in common/collective trusts at beginning of year2013-04-30$2,033,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$19,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$82,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$82,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$3,365,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$3,466,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$821,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$1,128,629
Employer contributions (assets) at end of year2013-04-30$66,670
Employer contributions (assets) at beginning of year2013-04-30$78,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$1,413,213
Contract administrator fees2013-04-30$10,715
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$5,807
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$4,039
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$5,346,258
Aggregate carrying amount (costs) on sale of assets2013-04-30$5,346,258
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2013-04-30382284921
2012 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$15,755
Total unrealized appreciation/depreciation of assets2012-04-30$15,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$30,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$34,141
Total income from all sources (including contributions)2012-04-30$383,349
Total of all expenses incurred2012-04-30$1,499,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$1,383,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$921,609
Value of total assets at end of year2012-04-30$17,716,084
Value of total assets at beginning of year2012-04-30$18,835,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$116,381
Total interest from all sources2012-04-30$138,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$55,119
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$4,513
Other income not declared elsewhere2012-04-30$282
Administrative expenses (other) incurred2012-04-30$28,428
Liabilities. Value of operating payables at end of year2012-04-30$30,448
Liabilities. Value of operating payables at beginning of year2012-04-30$34,141
Total non interest bearing cash at end of year2012-04-30$96,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-1,116,221
Value of net assets at end of year (total assets less liabilities)2012-04-30$17,685,636
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$18,801,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$22,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$11,951,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$13,237,793
Interest earned on other investments2012-04-30$138,693
Value of interest in common/collective trusts at end of year2012-04-30$2,033,044
Value of interest in common/collective trusts at beginning of year2012-04-30$1,826,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$82,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$1,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$1,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$3,466,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$3,637,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-899,136
Net investment gain or loss from common/collective trusts2012-04-30$206,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$921,609
Employer contributions (assets) at end of year2012-04-30$78,368
Employer contributions (assets) at beginning of year2012-04-30$63,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$1,383,189
Contract administrator fees2012-04-30$10,583
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$4,039
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$68,354
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2012-04-30382284921
2011 : PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$89,870
Total unrealized appreciation/depreciation of assets2011-04-30$89,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$34,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$25,668
Total income from all sources (including contributions)2011-04-30$3,222,760
Total of all expenses incurred2011-04-30$1,406,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$1,299,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$760,022
Value of total assets at end of year2011-04-30$18,835,998
Value of total assets at beginning of year2011-04-30$17,011,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$106,417
Total interest from all sources2011-04-30$155,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$50,036
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$2
Administrative expenses (other) incurred2011-04-30$22,389
Liabilities. Value of operating payables at end of year2011-04-30$34,141
Liabilities. Value of operating payables at beginning of year2011-04-30$25,668
Total non interest bearing cash at beginning of year2011-04-30$359,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$1,816,462
Value of net assets at end of year (total assets less liabilities)2011-04-30$18,801,857
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$16,985,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$23,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$13,237,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$11,297,768
Interest earned on other investments2011-04-30$155,063
Value of interest in common/collective trusts at end of year2011-04-30$1,826,899
Value of interest in common/collective trusts at beginning of year2011-04-30$1,548,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$1,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$1,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$1,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$3,637,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$3,678,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$1,939,783
Net investment gain or loss from common/collective trusts2011-04-30$277,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$760,022
Employer contributions (assets) at end of year2011-04-30$63,368
Employer contributions (assets) at beginning of year2011-04-30$56,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$1,299,881
Contract administrator fees2011-04-30$10,176
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$68,354
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$67,726
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2011-04-30382284921

Form 5500 Responses for PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND

2021: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedYes
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedYes
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedYes
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO. 445 PENSION FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $529
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $2,446
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,446
Insurance broker organization code?3
Insurance broker nameDENNIS DUVAL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $2,624
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,624
Insurance broker organization code?3
Insurance broker nameDENNIS DUVAL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $2,805
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,805
Insurance broker organization code?3
Insurance broker nameDENNIS DUVAL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $2,982
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,982
Insurance broker organization code?3
Insurance broker nameDENNIS DUVAL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $3,505
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 834
Policy instance 1
Insurance contract or identification numberPF 834
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $3,326
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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