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WISCONSIN NECA-IBEW RETIREMENT PLAN 401k Plan overview

Plan NameWISCONSIN NECA-IBEW RETIREMENT PLAN
Plan identification number 001

WISCONSIN NECA-IBEW RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TRUSTEES OF WISCONSIN NECA-IBEW has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF WISCONSIN NECA-IBEW
Employer identification number (EIN):391571911
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN NECA-IBEW RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01DARREN JOHNSON
0012022-01-01
0012022-01-01DARREN JOHNSON
0012021-01-01
0012021-01-01DARREN JOHNSON
0012020-01-01
0012019-01-01
0012018-01-01BONNIE DELAP2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ART BISHOP
0012013-01-01ART BISHOP
0012012-01-01ART BISHOP
0012011-01-01ART BISHOP
0012009-01-01ART BISHOP

Plan Statistics for WISCONSIN NECA-IBEW RETIREMENT PLAN

401k plan membership statisitcs for WISCONSIN NECA-IBEW RETIREMENT PLAN

Measure Date Value
2023: WISCONSIN NECA-IBEW RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,529
Total number of active participants reported on line 7a of the Form 55002023-01-012,442
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01295
Total of all active and inactive participants2023-01-012,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0117
Total participants2023-01-012,755
Number of participants with account balances2023-01-012,605
Number of employers contributing to the scheme2023-01-01116
2022: WISCONSIN NECA-IBEW RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,468
Total number of active participants reported on line 7a of the Form 55002022-01-012,214
Number of retired or separated participants receiving benefits2022-01-01128
Number of other retired or separated participants entitled to future benefits2022-01-01187
Total of all active and inactive participants2022-01-012,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,529
Number of participants with account balances2022-01-012,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0199
2021: WISCONSIN NECA-IBEW RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,408
Total number of active participants reported on line 7a of the Form 55002021-01-012,154
Number of retired or separated participants receiving benefits2021-01-01125
Number of other retired or separated participants entitled to future benefits2021-01-01189
Total of all active and inactive participants2021-01-012,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,468
Number of participants with account balances2021-01-012,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0199
2020: WISCONSIN NECA-IBEW RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,359
Total number of active participants reported on line 7a of the Form 55002020-01-012,107
Number of retired or separated participants receiving benefits2020-01-01111
Number of other retired or separated participants entitled to future benefits2020-01-01190
Total of all active and inactive participants2020-01-012,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,408
Number of participants with account balances2020-01-012,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01130
2019: WISCONSIN NECA-IBEW RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,258
Total number of active participants reported on line 7a of the Form 55002019-01-012,067
Number of retired or separated participants receiving benefits2019-01-01103
Number of other retired or separated participants entitled to future benefits2019-01-01189
Total of all active and inactive participants2019-01-012,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,359
Number of participants with account balances2019-01-012,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01103
2018: WISCONSIN NECA-IBEW RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,207
Total number of active participants reported on line 7a of the Form 55002018-01-011,978
Number of retired or separated participants receiving benefits2018-01-0194
Number of other retired or separated participants entitled to future benefits2018-01-01186
Total of all active and inactive participants2018-01-012,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,258
Number of participants with account balances2018-01-012,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01107
2017: WISCONSIN NECA-IBEW RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,203
Total number of active participants reported on line 7a of the Form 55002017-01-011,970
Number of retired or separated participants receiving benefits2017-01-0178
Number of other retired or separated participants entitled to future benefits2017-01-01159
Total of all active and inactive participants2017-01-012,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,207
Number of participants with account balances2017-01-012,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01141
2016: WISCONSIN NECA-IBEW RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,159
Total number of active participants reported on line 7a of the Form 55002016-01-011,977
Number of retired or separated participants receiving benefits2016-01-0175
Number of other retired or separated participants entitled to future benefits2016-01-01151
Total of all active and inactive participants2016-01-012,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,203
Number of employers contributing to the scheme2016-01-01126
2015: WISCONSIN NECA-IBEW RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,112
Total number of active participants reported on line 7a of the Form 55002015-01-011,936
Number of retired or separated participants receiving benefits2015-01-0176
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-012,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,159
Number of participants with account balances2015-01-012,159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01142
2014: WISCONSIN NECA-IBEW RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,051
Total number of active participants reported on line 7a of the Form 55002014-01-011,894
Number of retired or separated participants receiving benefits2014-01-0183
Number of other retired or separated participants entitled to future benefits2014-01-01135
Total of all active and inactive participants2014-01-012,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,112
Number of participants with account balances2014-01-012,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01121
2013: WISCONSIN NECA-IBEW RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,032
Total number of active participants reported on line 7a of the Form 55002013-01-011,863
Number of retired or separated participants receiving benefits2013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-01112
Total of all active and inactive participants2013-01-012,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,051
Number of participants with account balances2013-01-012,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-01110
2012: WISCONSIN NECA-IBEW RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,047
Total number of active participants reported on line 7a of the Form 55002012-01-011,851
Number of retired or separated participants receiving benefits2012-01-0174
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-012,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,032
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-01103
2011: WISCONSIN NECA-IBEW RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,049
Total number of active participants reported on line 7a of the Form 55002011-01-011,895
Number of retired or separated participants receiving benefits2011-01-0155
Number of other retired or separated participants entitled to future benefits2011-01-0197
Total of all active and inactive participants2011-01-012,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,047
Number of participants with account balances2011-01-012,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-01113
2009: WISCONSIN NECA-IBEW RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,128
Total number of active participants reported on line 7a of the Form 55002009-01-011,969
Number of retired or separated participants receiving benefits2009-01-0144
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-012,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,079
Number of participants with account balances2009-01-012,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-01133

Financial Data on WISCONSIN NECA-IBEW RETIREMENT PLAN

Measure Date Value
2023 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$120,060,012
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$25,972,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$25,535,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$27,720,507
Value of total assets at end of year2023-12-31$635,865,031
Value of total assets at beginning of year2023-12-31$541,777,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$437,423
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,417,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,417,109
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$992,930
Participant contributions at end of year2023-12-31$80,912
Participant contributions at beginning of year2023-12-31$71,089
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$24,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$153,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$22,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$94,087,253
Value of net assets at end of year (total assets less liabilities)2023-12-31$635,865,031
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$541,777,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$29,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$189,648,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$167,135,073
Value of interest in pooled separate accounts at end of year2023-12-31$98,184,159
Value of interest in pooled separate accounts at beginning of year2023-12-31$89,157,618
Value of interest in common/collective trusts at end of year2023-12-31$345,145,029
Value of interest in common/collective trusts at beginning of year2023-12-31$283,004,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$24,561,306
Net investment gain/loss from pooled separate accounts2023-12-31$15,139,063
Net investment gain or loss from common/collective trusts2023-12-31$46,222,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$26,703,147
Employer contributions (assets) at end of year2023-12-31$2,652,822
Employer contributions (assets) at beginning of year2023-12-31$2,409,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$25,535,336
Contract administrator fees2023-12-31$85,416
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$120,060,012
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$25,972,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$25,535,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$27,720,507
Value of total assets at end of year2023-01-01$635,865,031
Value of total assets at beginning of year2023-01-01$541,777,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$437,423
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$6,417,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$6,417,109
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$992,930
Participant contributions at end of year2023-01-01$80,912
Participant contributions at beginning of year2023-01-01$71,089
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$24,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$153,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Administrative expenses (other) incurred2023-01-01$22,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$94,087,253
Value of net assets at end of year (total assets less liabilities)2023-01-01$635,865,031
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$541,777,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$29,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$189,648,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$167,135,073
Value of interest in pooled separate accounts at end of year2023-01-01$98,184,159
Value of interest in pooled separate accounts at beginning of year2023-01-01$89,157,618
Value of interest in common/collective trusts at end of year2023-01-01$345,145,029
Value of interest in common/collective trusts at beginning of year2023-01-01$283,004,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$24,561,306
Net investment gain/loss from pooled separate accounts2023-01-01$15,139,063
Net investment gain or loss from common/collective trusts2023-01-01$46,222,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$26,703,147
Employer contributions (assets) at end of year2023-01-01$2,652,822
Employer contributions (assets) at beginning of year2023-01-01$2,409,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$25,535,336
Contract administrator fees2023-01-01$85,416
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2023-01-01410746749
2022 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-92,532,561
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,312,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,854,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,938,923
Value of total assets at end of year2022-12-31$541,777,778
Value of total assets at beginning of year2022-12-31$653,622,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$457,971
Total interest from all sources2022-12-31$10,432
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,530,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,530,526
Administrative expenses professional fees incurred2022-12-31$161,223
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$675,961
Participant contributions at end of year2022-12-31$71,089
Participant contributions at beginning of year2022-12-31$38,197
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$49,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-111,844,620
Value of net assets at end of year (total assets less liabilities)2022-12-31$541,777,778
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$653,622,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$167,135,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$411,385,137
Value of interest in pooled separate accounts at end of year2022-12-31$89,157,618
Value of interest in pooled separate accounts at beginning of year2022-12-31$114,264,134
Interest earned on other investments2022-12-31$10,432
Value of interest in common/collective trusts at end of year2022-12-31$283,004,051
Value of interest in common/collective trusts at beginning of year2022-12-31$125,767,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-51,579,290
Net investment gain/loss from pooled separate accounts2022-12-31$-31,413,469
Net investment gain or loss from common/collective trusts2022-12-31$-38,019,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$23,209,421
Employer contributions (assets) at end of year2022-12-31$2,409,947
Employer contributions (assets) at beginning of year2022-12-31$2,167,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,854,088
Contract administrator fees2022-12-31$218,259
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-92,532,561
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$19,312,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$18,854,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$23,938,923
Value of total assets at end of year2022-01-01$541,777,778
Value of total assets at beginning of year2022-01-01$653,622,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$457,971
Total interest from all sources2022-01-01$10,432
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$4,530,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$4,530,526
Administrative expenses professional fees incurred2022-01-01$161,223
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$675,961
Participant contributions at end of year2022-01-01$71,089
Participant contributions at beginning of year2022-01-01$38,197
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$53,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Administrative expenses (other) incurred2022-01-01$49,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-111,844,620
Value of net assets at end of year (total assets less liabilities)2022-01-01$541,777,778
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$653,622,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$29,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$167,135,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$411,385,137
Value of interest in pooled separate accounts at end of year2022-01-01$89,157,618
Value of interest in pooled separate accounts at beginning of year2022-01-01$114,264,134
Interest earned on other investments2022-01-01$10,432
Value of interest in common/collective trusts at end of year2022-01-01$283,004,051
Value of interest in common/collective trusts at beginning of year2022-01-01$125,767,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-51,579,290
Net investment gain/loss from pooled separate accounts2022-01-01$-31,413,469
Net investment gain or loss from common/collective trusts2022-01-01$-38,019,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$23,209,421
Employer contributions (assets) at end of year2022-01-01$2,409,947
Employer contributions (assets) at beginning of year2022-01-01$2,167,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$18,854,088
Contract administrator fees2022-01-01$218,259
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-01-01410746749
2021 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$623,015
Total unrealized appreciation/depreciation of assets2021-12-31$623,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$108,820,604
Total loss/gain on sale of assets2021-12-31$107,794
Total of all expenses incurred2021-12-31$28,193,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,636,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,934,549
Value of total assets at end of year2021-12-31$653,622,398
Value of total assets at beginning of year2021-12-31$572,995,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$557,105
Total interest from all sources2021-12-31$350
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,895,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,840,863
Administrative expenses professional fees incurred2021-12-31$168,570
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31Yes
Amount of non-exempt transactions with any party-in-interest2021-12-31$250
Contributions received from participants2021-12-31$391,215
Participant contributions at end of year2021-12-31$38,197
Participant contributions at beginning of year2021-12-31$20,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,259
Administrative expenses (other) incurred2021-12-31$49,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$80,626,666
Value of net assets at end of year (total assets less liabilities)2021-12-31$653,622,398
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$572,995,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$132,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$411,385,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$364,272,774
Value of interest in pooled separate accounts at end of year2021-12-31$114,264,134
Value of interest in pooled separate accounts at beginning of year2021-12-31$90,950,174
Value of interest in common/collective trusts at end of year2021-12-31$125,767,773
Value of interest in common/collective trusts at beginning of year2021-12-31$103,854,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$350,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$350,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$41,325,469
Net investment gain/loss from pooled separate accounts2021-12-31$16,491,542
Net investment gain or loss from common/collective trusts2021-12-31$18,442,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,543,334
Employer contributions (assets) at end of year2021-12-31$2,167,157
Employer contributions (assets) at beginning of year2021-12-31$1,827,934
Income. Dividends from common stock2021-12-31$54,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,636,833
Contract administrator fees2021-12-31$206,714
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$11,711,014
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$386,159
Aggregate carrying amount (costs) on sale of assets2021-12-31$278,365
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,006,593
Total unrealized appreciation/depreciation of assets2020-12-31$1,006,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$97,773,013
Total loss/gain on sale of assets2020-12-31$730,096
Total of all expenses incurred2020-12-31$21,385,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,600,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,889,222
Value of total assets at end of year2020-12-31$572,995,732
Value of total assets at beginning of year2020-12-31$496,607,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$784,981
Total interest from all sources2020-12-31$365,632
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,639,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,454,234
Administrative expenses professional fees incurred2020-12-31$119,050
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$250
Contributions received from participants2020-12-31$111,170
Participant contributions at end of year2020-12-31$20,470
Participant contributions at beginning of year2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$70,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,910
Other income not declared elsewhere2020-12-31$237,503
Administrative expenses (other) incurred2020-12-31$31,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$76,387,758
Value of net assets at end of year (total assets less liabilities)2020-12-31$572,995,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$496,607,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$277,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$364,272,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$319,566,466
Value of interest in pooled separate accounts at end of year2020-12-31$90,950,174
Value of interest in pooled separate accounts at beginning of year2020-12-31$92,641,314
Interest earned on other investments2020-12-31$362,456
Value of interest in common/collective trusts at end of year2020-12-31$103,854,027
Value of interest in common/collective trusts at beginning of year2020-12-31$48,180,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$350,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$861,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$861,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$24,369,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$40,031,914
Net investment gain/loss from pooled separate accounts2020-12-31$21,922,976
Net investment gain or loss from common/collective trusts2020-12-31$7,949,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$19,778,052
Employer contributions (assets) at end of year2020-12-31$1,827,934
Employer contributions (assets) at beginning of year2020-12-31$1,669,908
Income. Dividends from common stock2020-12-31$185,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,529,954
Contract administrator fees2020-12-31$357,209
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$11,711,014
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$9,308,730
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,418,228
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,688,132
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$977,972
Total unrealized appreciation/depreciation of assets2019-12-31$977,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53,943
Total income from all sources (including contributions)2019-12-31$105,354,045
Total loss/gain on sale of assets2019-12-31$1,107,238
Total of all expenses incurred2019-12-31$14,245,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,649,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,731,534
Value of total assets at end of year2019-12-31$496,607,974
Value of total assets at beginning of year2019-12-31$405,553,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$596,360
Total interest from all sources2019-12-31$477,248
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,611,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,452,613
Administrative expenses professional fees incurred2019-12-31$108,916
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$250
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,769
Other income not declared elsewhere2019-12-31$350,329
Administrative expenses (other) incurred2019-12-31$23,786
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$53,943
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$91,108,375
Value of net assets at end of year (total assets less liabilities)2019-12-31$496,607,974
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$405,499,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$229,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$319,566,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,024,897
Value of interest in pooled separate accounts at end of year2019-12-31$92,641,314
Value of interest in pooled separate accounts at beginning of year2019-12-31$71,078,705
Interest earned on other investments2019-12-31$465,839
Value of interest in common/collective trusts at end of year2019-12-31$48,180,064
Value of interest in common/collective trusts at beginning of year2019-12-31$60,518,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$861,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$565,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$565,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$24,369,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,316,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,803,544
Net investment gain/loss from pooled separate accounts2019-12-31$21,225,171
Net investment gain or loss from common/collective trusts2019-12-31$8,070,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$19,731,534
Employer contributions (assets) at end of year2019-12-31$1,669,908
Employer contributions (assets) at beginning of year2019-12-31$1,870,563
Income. Dividends from common stock2019-12-31$158,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,649,310
Contract administrator fees2019-12-31$234,649
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,308,730
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,168,844
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,742,045
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,634,807
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$53,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,931
Total income from all sources (including contributions)2018-12-31$-2,265,588
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,039,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,479,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,376,121
Value of total assets at end of year2018-12-31$405,553,542
Value of total assets at beginning of year2018-12-31$423,845,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$560,052
Total interest from all sources2018-12-31$388,782
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,567,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,414,651
Administrative expenses professional fees incurred2018-12-31$62,136
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,735
Other income not declared elsewhere2018-12-31$-14,844,722
Administrative expenses (other) incurred2018-12-31$242,558
Liabilities. Value of operating payables at end of year2018-12-31$53,943
Liabilities. Value of operating payables at beginning of year2018-12-31$40,931
Total non interest bearing cash at end of year2018-12-31$775
Total non interest bearing cash at beginning of year2018-12-31$3,000,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,304,790
Value of net assets at end of year (total assets less liabilities)2018-12-31$405,499,599
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$423,804,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$241,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$241,024,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$238,185,940
Value of interest in pooled separate accounts at end of year2018-12-31$71,078,705
Value of interest in pooled separate accounts at beginning of year2018-12-31$80,753,943
Income. Interest from corporate debt instruments2018-12-31$382,592
Value of interest in common/collective trusts at end of year2018-12-31$60,518,496
Value of interest in common/collective trusts at beginning of year2018-12-31$68,376,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$565,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$554,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$554,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,316,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,153,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,663,767
Net investment gain/loss from pooled separate accounts2018-12-31$-7,741,663
Net investment gain or loss from common/collective trusts2018-12-31$4,652,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,350,474
Employer contributions (assets) at end of year2018-12-31$1,870,563
Employer contributions (assets) at beginning of year2018-12-31$1,990,033
Income. Dividends from common stock2018-12-31$152,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,479,150
Contract administrator fees2018-12-31$13,815
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,168,844
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$8,820,544
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2018-12-31391203191
2017 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$99,035
Total income from all sources (including contributions)2017-12-31$72,453,787
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,996,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,611,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,850,712
Value of total assets at end of year2017-12-31$423,845,320
Value of total assets at beginning of year2017-12-31$364,445,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$384,706
Total interest from all sources2017-12-31$2,251
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,009,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,009,911
Administrative expenses professional fees incurred2017-12-31$59,559
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,374
Administrative expenses (other) incurred2017-12-31$39,478
Liabilities. Value of operating payables at end of year2017-12-31$40,931
Liabilities. Value of operating payables at beginning of year2017-12-31$99,035
Total non interest bearing cash at end of year2017-12-31$3,000,301
Total non interest bearing cash at beginning of year2017-12-31$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$59,457,600
Value of net assets at end of year (total assets less liabilities)2017-12-31$423,804,389
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$364,346,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$250,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$238,185,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$190,559,539
Value of interest in pooled separate accounts at end of year2017-12-31$80,753,943
Value of interest in pooled separate accounts at beginning of year2017-12-31$71,339,692
Value of interest in common/collective trusts at end of year2017-12-31$68,376,540
Value of interest in common/collective trusts at beginning of year2017-12-31$68,201,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$554,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$312,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$312,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,153,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,026,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,111,627
Net investment gain/loss from pooled separate accounts2017-12-31$10,548,005
Net investment gain or loss from common/collective trusts2017-12-31$8,931,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,829,143
Employer contributions (assets) at end of year2017-12-31$1,990,033
Employer contributions (assets) at beginning of year2017-12-31$1,721,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,611,481
Contract administrator fees2017-12-31$35,215
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$8,820,544
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$7,274,651
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2017-12-31391203191
2016 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-8,135
Total unrealized appreciation/depreciation of assets2016-12-31$-8,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$99,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$41,287,407
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,053,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,456,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,650,242
Value of total assets at end of year2016-12-31$364,445,824
Value of total assets at beginning of year2016-12-31$331,113,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$597,771
Total interest from all sources2016-12-31$1,149
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,148,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,148,242
Administrative expenses professional fees incurred2016-12-31$64,290
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,348
Administrative expenses (other) incurred2016-12-31$86,656
Liabilities. Value of operating payables at end of year2016-12-31$99,035
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$264
Total non interest bearing cash at beginning of year2016-12-31$349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$33,233,460
Value of net assets at end of year (total assets less liabilities)2016-12-31$364,346,789
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$331,113,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$353,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$190,559,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$96,652,463
Value of interest in pooled separate accounts at end of year2016-12-31$71,339,692
Value of interest in pooled separate accounts at beginning of year2016-12-31$60,610,433
Value of interest in common/collective trusts at end of year2016-12-31$68,201,798
Value of interest in common/collective trusts at beginning of year2016-12-31$131,893,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$312,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,115,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,115,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$25,026,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,060,736
Net investment gain/loss from pooled separate accounts2016-12-31$7,923,286
Net investment gain or loss from common/collective trusts2016-12-31$13,572,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,650,242
Employer contributions (assets) at end of year2016-12-31$1,721,495
Employer contributions (assets) at beginning of year2016-12-31$1,504,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,456,176
Contract administrator fees2016-12-31$92,978
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$7,274,651
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$17,265,518
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2016-12-31391203191
2015 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$163,791
Total unrealized appreciation/depreciation of assets2015-12-31$163,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,943,198
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,723,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,110,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,988,659
Value of total assets at end of year2015-12-31$331,113,329
Value of total assets at beginning of year2015-12-31$330,893,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$612,699
Total interest from all sources2015-12-31$248,276
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,416,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,416,725
Administrative expenses professional fees incurred2015-12-31$54,066
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,411
Administrative expenses (other) incurred2015-12-31$41,428
Total non interest bearing cash at end of year2015-12-31$349
Total non interest bearing cash at beginning of year2015-12-31$322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$220,158
Value of net assets at end of year (total assets less liabilities)2015-12-31$331,113,329
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$330,893,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$302,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$96,652,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$103,956,223
Value of interest in pooled separate accounts at end of year2015-12-31$60,610,433
Value of interest in pooled separate accounts at beginning of year2015-12-31$59,258,354
Interest earned on other investments2015-12-31$248,276
Value of interest in common/collective trusts at end of year2015-12-31$131,893,770
Value of interest in common/collective trusts at beginning of year2015-12-31$125,747,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,115,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$800,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$800,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,060,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,591,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,845,790
Net investment gain/loss from pooled separate accounts2015-12-31$-471,222
Net investment gain or loss from common/collective trusts2015-12-31$-557,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,988,659
Employer contributions (assets) at end of year2015-12-31$1,504,539
Employer contributions (assets) at beginning of year2015-12-31$1,483,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,110,341
Contract administrator fees2015-12-31$214,907
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$17,265,518
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$17,043,319
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2015-12-31391203191
2014 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$729,481
Total unrealized appreciation/depreciation of assets2014-12-31$729,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$34,956,540
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,552,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,939,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,395,751
Value of total assets at end of year2014-12-31$330,893,171
Value of total assets at beginning of year2014-12-31$303,488,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$612,744
Total interest from all sources2014-12-31$322,173
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,747,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,747,479
Administrative expenses professional fees incurred2014-12-31$87,046
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,697
Administrative expenses (other) incurred2014-12-31$120,569
Total non interest bearing cash at end of year2014-12-31$322
Total non interest bearing cash at beginning of year2014-12-31$336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$27,404,362
Value of net assets at end of year (total assets less liabilities)2014-12-31$330,893,171
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$303,488,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$255,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$103,956,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$88,328,983
Value of interest in pooled separate accounts at end of year2014-12-31$59,258,354
Value of interest in pooled separate accounts at beginning of year2014-12-31$60,113,932
Interest earned on other investments2014-12-31$322,173
Value of interest in common/collective trusts at end of year2014-12-31$125,747,446
Value of interest in common/collective trusts at beginning of year2014-12-31$113,247,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$800,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$596,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$596,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,591,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,380,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,370,818
Net investment gain/loss from pooled separate accounts2014-12-31$7,317,520
Net investment gain or loss from common/collective trusts2014-12-31$5,073,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,395,751
Employer contributions (assets) at end of year2014-12-31$1,483,737
Employer contributions (assets) at beginning of year2014-12-31$1,146,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,939,434
Contract administrator fees2014-12-31$149,661
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$17,043,319
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,665,380
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2014-12-31391203191
2013 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,076,619
Total unrealized appreciation/depreciation of assets2013-12-31$5,076,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$63,821,927
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,553,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,935,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,511,686
Value of total assets at end of year2013-12-31$303,488,809
Value of total assets at beginning of year2013-12-31$246,220,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$617,808
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,770,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,770,426
Administrative expenses professional fees incurred2013-12-31$49,556
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$183,103
Administrative expenses (other) incurred2013-12-31$113,040
Total non interest bearing cash at end of year2013-12-31$336
Total non interest bearing cash at beginning of year2013-12-31$1,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$57,268,611
Value of net assets at end of year (total assets less liabilities)2013-12-31$303,488,809
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$246,220,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$241,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$88,328,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$65,368,125
Value of interest in pooled separate accounts at end of year2013-12-31$60,113,932
Value of interest in pooled separate accounts at beginning of year2013-12-31$47,385,340
Value of interest in common/collective trusts at end of year2013-12-31$113,247,799
Value of interest in common/collective trusts at beginning of year2013-12-31$90,400,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$596,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$482,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$482,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,380,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,336,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,202,157
Net investment gain/loss from pooled separate accounts2013-12-31$31,522,412
Net investment gain or loss from common/collective trusts2013-12-31$5,738,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,511,686
Employer contributions (assets) at end of year2013-12-31$1,146,797
Employer contributions (assets) at beginning of year2013-12-31$1,397,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,935,508
Contract administrator fees2013-12-31$214,201
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,665,380
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$19,665,377
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2013-12-31391203191
2012 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,533,231
Total unrealized appreciation/depreciation of assets2012-12-31$2,533,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$38,215,677
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,108,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,521,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,138,444
Value of total assets at end of year2012-12-31$246,220,198
Value of total assets at beginning of year2012-12-31$217,112,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$586,288
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,872,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,872,110
Administrative expenses professional fees incurred2012-12-31$67,218
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$183,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$39,160
Administrative expenses (other) incurred2012-12-31$41,589
Total non interest bearing cash at end of year2012-12-31$1,225
Total non interest bearing cash at beginning of year2012-12-31$2,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$29,107,605
Value of net assets at end of year (total assets less liabilities)2012-12-31$246,220,198
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$217,112,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$246,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$65,368,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$62,080,784
Value of interest in pooled separate accounts at end of year2012-12-31$47,385,340
Value of interest in pooled separate accounts at beginning of year2012-12-31$40,345,150
Value of interest in common/collective trusts at end of year2012-12-31$90,400,170
Value of interest in common/collective trusts at beginning of year2012-12-31$76,452,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$482,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$578,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$578,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,336,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,634,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,074,674
Net investment gain/loss from pooled separate accounts2012-12-31$15,085,662
Net investment gain or loss from common/collective trusts2012-12-31$3,511,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,138,444
Employer contributions (assets) at end of year2012-12-31$1,397,921
Employer contributions (assets) at beginning of year2012-12-31$1,096,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,521,784
Contract administrator fees2012-12-31$231,170
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$19,665,377
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$16,882,726
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2012-12-31391203191
2011 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$581,934
Total unrealized appreciation/depreciation of assets2011-12-31$581,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$12,938,633
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,127,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,581,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,013,301
Value of total assets at end of year2011-12-31$217,112,593
Value of total assets at beginning of year2011-12-31$212,301,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$545,353
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,898,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,898,519
Administrative expenses professional fees incurred2011-12-31$287,833
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$39,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,089
Administrative expenses (other) incurred2011-12-31$29,289
Total non interest bearing cash at end of year2011-12-31$2,620
Total non interest bearing cash at beginning of year2011-12-31$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,811,539
Value of net assets at end of year (total assets less liabilities)2011-12-31$217,112,593
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$212,301,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$228,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$62,080,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$61,306,135
Value of interest in pooled separate accounts at end of year2011-12-31$40,345,150
Value of interest in pooled separate accounts at beginning of year2011-12-31$42,677,949
Value of interest in common/collective trusts at end of year2011-12-31$76,452,335
Value of interest in common/collective trusts at beginning of year2011-12-31$70,167,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$578,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$379,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$379,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,634,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,950,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-342,949
Net investment gain/loss from pooled separate accounts2011-12-31$-3,722,299
Net investment gain or loss from common/collective trusts2011-12-31$2,510,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,013,301
Employer contributions (assets) at end of year2011-12-31$1,096,398
Employer contributions (assets) at beginning of year2011-12-31$2,332,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,581,741
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$16,882,726
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$18,473,789
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2011-12-31391203191
2010 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,325,277
Total unrealized appreciation/depreciation of assets2010-12-31$2,325,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$35,425,947
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,151,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,540,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,217,193
Value of total assets at end of year2010-12-31$212,301,054
Value of total assets at beginning of year2010-12-31$187,026,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$611,028
Total interest from all sources2010-12-31$455,147
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$964,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$756,474
Administrative expenses professional fees incurred2010-12-31$444,663
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,734
Administrative expenses (other) incurred2010-12-31$15,057
Total non interest bearing cash at end of year2010-12-31$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,274,175
Value of net assets at end of year (total assets less liabilities)2010-12-31$212,301,054
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$187,026,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$151,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$61,306,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,057,435
Value of interest in pooled separate accounts at end of year2010-12-31$42,677,949
Value of interest in pooled separate accounts at beginning of year2010-12-31$33,813,484
Interest earned on other investments2010-12-31$455,133
Value of interest in common/collective trusts at end of year2010-12-31$70,167,081
Value of interest in common/collective trusts at beginning of year2010-12-31$59,911,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$379,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$870,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$870,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,950,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,176,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,528,094
Net investment gain/loss from pooled separate accounts2010-12-31$14,391,652
Net investment gain or loss from common/collective trusts2010-12-31$3,543,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,216,130
Employer contributions (assets) at end of year2010-12-31$2,332,212
Employer contributions (assets) at beginning of year2010-12-31$1,399,447
Income. Dividends from common stock2010-12-31$208,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,540,744
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$18,473,789
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,786,688
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2010-12-31391203191
2009 : WISCONSIN NECA-IBEW RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WISCONSIN NECA-IBEW RETIREMENT PLAN

2023: WISCONSIN NECA-IBEW RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WISCONSIN NECA-IBEW RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WISCONSIN NECA-IBEW RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WISCONSIN NECA-IBEW RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WISCONSIN NECA-IBEW RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WISCONSIN NECA-IBEW RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WISCONSIN NECA-IBEW RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WISCONSIN NECA-IBEW RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WISCONSIN NECA-IBEW RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WISCONSIN NECA-IBEW RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WISCONSIN NECA-IBEW RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WISCONSIN NECA-IBEW RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WISCONSIN NECA-IBEW RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WISCONSIN NECA-IBEW RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number523879-01
Policy instance 2
Insurance contract or identification number523879-01
Number of Individuals Covered515
Insurance policy start date2023-10-21
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
Insurance contract or identification number038704
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-10-20
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
Insurance contract or identification number038704
Number of Individuals Covered2529
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038704
Policy instance 1

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