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IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 401k Plan overview

Plan NameIBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F
Plan identification number 001

IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 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.
  • 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

BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS
Employer identification number (EIN):516052602
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01ALAN MARZULLO2023-02-21 MARILYN OPPEDISANO2023-02-21
0012020-07-01ALAN MARZULLO2022-02-10 MARILYN OPPEDISANO2022-02-10
0012019-07-01ALAN MARZULLO2021-02-16 MARILYN OPPEDISANO2021-02-16
0012018-07-01ALAN MARZULLO2020-02-18 MARILYN OPPEDISANO2020-02-18
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01SHEILA FITZMAURICE
0012011-07-01SHEILA FITZMAURICE MARILYN OPPEDISANO2013-04-10
0012010-07-01PAUL KLOC MARILYN M. OPPEDISANO2012-04-12
0012009-07-01PAUL KLOC

Plan Statistics for IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F

401k plan membership statisitcs for IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F

Measure Date Value
2021: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2021 401k membership
Total participants, beginning-of-year2021-07-011,684
Total number of active participants reported on line 7a of the Form 55002021-07-011,547
Number of retired or separated participants receiving benefits2021-07-01100
Number of other retired or separated participants entitled to future benefits2021-07-0171
Total of all active and inactive participants2021-07-011,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-011,719
Number of participants with account balances2021-07-011,643
Number of employers contributing to the scheme2021-07-0193
2020: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2020 401k membership
Total participants, beginning-of-year2020-07-011,601
Total number of active participants reported on line 7a of the Form 55002020-07-011,513
Number of retired or separated participants receiving benefits2020-07-0197
Number of other retired or separated participants entitled to future benefits2020-07-0169
Total of all active and inactive participants2020-07-011,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-015
Total participants2020-07-011,684
Number of participants with account balances2020-07-011,620
Number of employers contributing to the scheme2020-07-0195
2019: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2019 401k membership
Total participants, beginning-of-year2019-07-011,598
Total number of active participants reported on line 7a of the Form 55002019-07-011,478
Number of retired or separated participants receiving benefits2019-07-0186
Number of other retired or separated participants entitled to future benefits2019-07-0172
Total of all active and inactive participants2019-07-011,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-011,638
Number of participants with account balances2019-07-011,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-0185
2018: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2018 401k membership
Total participants, beginning-of-year2018-07-011,549
Total number of active participants reported on line 7a of the Form 55002018-07-011,442
Number of retired or separated participants receiving benefits2018-07-0151
Number of other retired or separated participants entitled to future benefits2018-07-01103
Total of all active and inactive participants2018-07-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-011,598
Number of participants with account balances2018-07-011,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-0188
2017: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2017 401k membership
Total participants, beginning-of-year2017-07-011,498
Total number of active participants reported on line 7a of the Form 55002017-07-011,406
Number of retired or separated participants receiving benefits2017-07-0167
Number of other retired or separated participants entitled to future benefits2017-07-0175
Total of all active and inactive participants2017-07-011,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-011,549
Number of participants with account balances2017-07-011,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-0184
2016: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2016 401k membership
Total participants, beginning-of-year2016-07-011,490
Total number of active participants reported on line 7a of the Form 55002016-07-011,364
Number of retired or separated participants receiving benefits2016-07-0150
Number of other retired or separated participants entitled to future benefits2016-07-0184
Total of all active and inactive participants2016-07-011,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-011,499
Number of participants with account balances2016-07-011,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0182
2015: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2015 401k membership
Total participants, beginning-of-year2015-07-011,482
Total number of active participants reported on line 7a of the Form 55002015-07-011,353
Number of retired or separated participants receiving benefits2015-07-0136
Number of other retired or separated participants entitled to future benefits2015-07-01101
Total of all active and inactive participants2015-07-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-011,493
Number of participants with account balances2015-07-011,465
Number of employers contributing to the scheme2015-07-0185
2014: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2014 401k membership
Total participants, beginning-of-year2014-07-011,464
Total number of active participants reported on line 7a of the Form 55002014-07-011,401
Number of retired or separated participants receiving benefits2014-07-0134
Number of other retired or separated participants entitled to future benefits2014-07-0147
Total of all active and inactive participants2014-07-011,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,482
Number of participants with account balances2014-07-011,466
Number of employers contributing to the scheme2014-07-0181
2013: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2013 401k membership
Total participants, beginning-of-year2013-07-011,444
Total number of active participants reported on line 7a of the Form 55002013-07-011,326
Number of retired or separated participants receiving benefits2013-07-0161
Number of other retired or separated participants entitled to future benefits2013-07-0176
Total of all active and inactive participants2013-07-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-011,464
Number of participants with account balances2013-07-011,464
Number of employers contributing to the scheme2013-07-0160
2012: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2012 401k membership
Total participants, beginning-of-year2012-07-011,412
Total number of active participants reported on line 7a of the Form 55002012-07-011,311
Number of retired or separated participants receiving benefits2012-07-0161
Number of other retired or separated participants entitled to future benefits2012-07-0171
Total of all active and inactive participants2012-07-011,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-011,444
Number of participants with account balances2012-07-011,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
Number of employers contributing to the scheme2012-07-0179
2011: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2011 401k membership
Total participants, beginning-of-year2011-07-011,385
Total number of active participants reported on line 7a of the Form 55002011-07-011,283
Number of retired or separated participants receiving benefits2011-07-0144
Number of other retired or separated participants entitled to future benefits2011-07-0185
Total of all active and inactive participants2011-07-011,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-011,413
Number of participants with account balances2011-07-011,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-0162
2010: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2010 401k membership
Total participants, beginning-of-year2010-07-011,331
Total number of active participants reported on line 7a of the Form 55002010-07-011,262
Number of retired or separated participants receiving benefits2010-07-0142
Number of other retired or separated participants entitled to future benefits2010-07-0180
Total of all active and inactive participants2010-07-011,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-011,385
Number of participants with account balances2010-07-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
Number of employers contributing to the scheme2010-07-0167
2009: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2009 401k membership
Total participants, beginning-of-year2009-07-011,315
Total number of active participants reported on line 7a of the Form 55002009-07-011,212
Number of retired or separated participants receiving benefits2009-07-0141
Number of other retired or separated participants entitled to future benefits2009-07-0177
Total of all active and inactive participants2009-07-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-011,331
Number of participants with account balances2009-07-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-0170

Financial Data on IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F

Measure Date Value
2022 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$281,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$219,447
Total income from all sources (including contributions)2022-06-30$-15,481,689
Total of all expenses incurred2022-06-30$7,518,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$6,943,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$8,651,177
Value of total assets at end of year2022-06-30$174,539,033
Value of total assets at beginning of year2022-06-30$197,476,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$574,645
Total interest from all sources2022-06-30$742,084
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$4,092,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$4,092,304
Administrative expenses professional fees incurred2022-06-30$86,048
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$1,021,454
Participant contributions at beginning of year2022-06-30$1,305,595
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$476
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$79,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$274,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$15,095
Other income not declared elsewhere2022-06-30$2,972
Administrative expenses (other) incurred2022-06-30$-87,030
Liabilities. Value of operating payables at end of year2022-06-30$266,382
Liabilities. Value of operating payables at beginning of year2022-06-30$219,447
Total non interest bearing cash at end of year2022-06-30$123,023
Total non interest bearing cash at beginning of year2022-06-30$51,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-22,999,706
Value of net assets at end of year (total assets less liabilities)2022-06-30$174,257,556
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$197,257,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$575,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$42,879,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$53,509,335
Interest on participant loans2022-06-30$51,969
Interest earned on other investments2022-06-30$690,115
Value of interest in common/collective trusts at end of year2022-06-30$108,718,686
Value of interest in common/collective trusts at beginning of year2022-06-30$123,623,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$20,418,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$17,608,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-15,465,771
Net investment gain or loss from common/collective trusts2022-06-30$-13,504,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$8,650,701
Employer contributions (assets) at end of year2022-06-30$1,259,440
Employer contributions (assets) at beginning of year2022-06-30$1,056,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$6,943,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$39,208
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$47,428
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BONADIO & CO., LLP
Accountancy firm EIN2022-06-30161131146
2021 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$219,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$52,611
Total income from all sources (including contributions)2021-06-30$50,733,235
Total of all expenses incurred2021-06-30$7,326,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,530,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$7,712,098
Value of total assets at end of year2021-06-30$197,476,709
Value of total assets at beginning of year2021-06-30$153,902,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$795,869
Total interest from all sources2021-06-30$562,690
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,967,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,967,821
Administrative expenses professional fees incurred2021-06-30$77,740
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$1,305,595
Participant contributions at beginning of year2021-06-30$1,380,763
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$108,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$274,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$156,637
Other income not declared elsewhere2021-06-30$1,475
Administrative expenses (other) incurred2021-06-30$-228,850
Liabilities. Value of operating payables at end of year2021-06-30$219,447
Liabilities. Value of operating payables at beginning of year2021-06-30$52,611
Total non interest bearing cash at end of year2021-06-30$51,114
Total non interest bearing cash at beginning of year2021-06-30$522,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$43,406,944
Value of net assets at end of year (total assets less liabilities)2021-06-30$197,257,262
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$153,850,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$946,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$53,509,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$37,995,931
Interest on participant loans2021-06-30$60,399
Interest earned on other investments2021-06-30$502,291
Value of interest in common/collective trusts at end of year2021-06-30$123,623,516
Value of interest in common/collective trusts at beginning of year2021-06-30$96,154,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$17,608,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$16,933,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$13,642,417
Net investment gain or loss from common/collective trusts2021-06-30$26,846,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$7,603,870
Employer contributions (assets) at end of year2021-06-30$1,056,284
Employer contributions (assets) at beginning of year2021-06-30$702,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,530,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$47,428
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$56,764
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BONADIO & CO., LLP
Accountancy firm EIN2021-06-30161131146
2020 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$52,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$58,295
Total income from all sources (including contributions)2020-06-30$16,782,803
Total of all expenses incurred2020-06-30$7,015,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,211,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$6,301,662
Value of total assets at end of year2020-06-30$153,902,929
Value of total assets at beginning of year2020-06-30$144,141,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$803,609
Total interest from all sources2020-06-30$810,139
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,819,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,819,600
Administrative expenses professional fees incurred2020-06-30$81,240
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$1,380,763
Participant contributions at beginning of year2020-06-30$1,572,987
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$85,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$156,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$148,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$20,856
Other income not declared elsewhere2020-06-30$5,607
Administrative expenses (other) incurred2020-06-30$-263,919
Liabilities. Value of operating payables at end of year2020-06-30$52,611
Liabilities. Value of operating payables at beginning of year2020-06-30$37,439
Total non interest bearing cash at end of year2020-06-30$522,003
Total non interest bearing cash at beginning of year2020-06-30$471,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$9,767,604
Value of net assets at end of year (total assets less liabilities)2020-06-30$153,850,318
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$144,082,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$986,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$37,995,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$37,822,901
Interest on participant loans2020-06-30$72,164
Interest earned on other investments2020-06-30$737,975
Value of interest in common/collective trusts at end of year2020-06-30$96,154,147
Value of interest in common/collective trusts at beginning of year2020-06-30$89,307,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$16,933,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$14,026,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-96,721
Net investment gain or loss from common/collective trusts2020-06-30$7,942,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$6,216,241
Employer contributions (assets) at end of year2020-06-30$702,912
Employer contributions (assets) at beginning of year2020-06-30$725,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,211,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$56,764
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$66,100
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BONADIO & CO., LLP
Accountancy firm EIN2020-06-30161131146
2019 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$58,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$118,811
Total income from all sources (including contributions)2019-06-30$12,807,749
Total of all expenses incurred2019-06-30$3,648,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,705,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$6,005,359
Value of total assets at end of year2019-06-30$144,141,009
Value of total assets at beginning of year2019-06-30$135,041,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$-57,630
Total interest from all sources2019-06-30$484,236
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$4,457,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$4,457,260
Administrative expenses professional fees incurred2019-06-30$71,508
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$1,572,987
Participant contributions at beginning of year2019-06-30$1,179,517
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$7,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$148,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$139,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$20,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$93,572
Other income not declared elsewhere2019-06-30$4,121
Administrative expenses (other) incurred2019-06-30$-256,501
Liabilities. Value of operating payables at end of year2019-06-30$37,439
Liabilities. Value of operating payables at beginning of year2019-06-30$25,239
Total non interest bearing cash at end of year2019-06-30$471,153
Total non interest bearing cash at beginning of year2019-06-30$371,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$9,159,638
Value of net assets at end of year (total assets less liabilities)2019-06-30$144,082,714
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$134,923,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$127,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$37,822,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$36,404,424
Interest on participant loans2019-06-30$54,256
Interest earned on other investments2019-06-30$429,980
Value of interest in common/collective trusts at end of year2019-06-30$89,307,429
Value of interest in common/collective trusts at beginning of year2019-06-30$83,110,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$14,026,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$13,050,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-4,133,952
Net investment gain or loss from common/collective trusts2019-06-30$5,990,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$5,997,961
Employer contributions (assets) at end of year2019-06-30$725,569
Employer contributions (assets) at beginning of year2019-06-30$711,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,705,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$66,100
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$75,503
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BONADIO & CO., LLP
Accountancy firm EIN2019-06-30161131146
2018 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$118,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$68,536
Total income from all sources (including contributions)2018-06-30$16,944,750
Total of all expenses incurred2018-06-30$4,625,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,320,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,609,720
Value of total assets at end of year2018-06-30$135,041,887
Value of total assets at beginning of year2018-06-30$122,672,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$304,793
Total interest from all sources2018-06-30$415,238
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,989,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,989,864
Administrative expenses professional fees incurred2018-06-30$70,319
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$1,179,517
Participant contributions at beginning of year2018-06-30$1,247,277
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$79,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$139,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$114,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$93,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$52,527
Other income not declared elsewhere2018-06-30$2,717
Administrative expenses (other) incurred2018-06-30$-242,627
Liabilities. Value of operating payables at end of year2018-06-30$25,239
Liabilities. Value of operating payables at beginning of year2018-06-30$16,009
Total non interest bearing cash at end of year2018-06-30$371,061
Total non interest bearing cash at beginning of year2018-06-30$209,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$12,319,385
Value of net assets at end of year (total assets less liabilities)2018-06-30$134,923,076
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$122,603,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$477,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$36,404,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$31,797,756
Interest on participant loans2018-06-30$40,303
Interest earned on other investments2018-06-30$374,935
Value of interest in common/collective trusts at end of year2018-06-30$83,110,276
Value of interest in common/collective trusts at beginning of year2018-06-30$75,351,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$13,050,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$13,151,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,851,693
Net investment gain or loss from common/collective trusts2018-06-30$7,075,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$5,530,617
Employer contributions (assets) at end of year2018-06-30$711,018
Employer contributions (assets) at beginning of year2018-06-30$717,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,320,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$75,503
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$82,231
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BONADIO & CO., LLP
Accountancy firm EIN2018-06-30161131146
2017 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$68,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$61,618
Total income from all sources (including contributions)2017-06-30$16,536,913
Total of all expenses incurred2017-06-30$3,772,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,444,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,980,112
Value of total assets at end of year2017-06-30$122,672,227
Value of total assets at beginning of year2017-06-30$109,901,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$328,540
Total interest from all sources2017-06-30$354,450
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,331,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,331,702
Administrative expenses professional fees incurred2017-06-30$79,922
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$1,247,277
Participant contributions at beginning of year2017-06-30$1,487,307
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$61,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$114,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$88,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$52,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$47,414
Other income not declared elsewhere2017-06-30$4,574
Administrative expenses (other) incurred2017-06-30$-180,100
Liabilities. Value of operating payables at end of year2017-06-30$16,009
Liabilities. Value of operating payables at beginning of year2017-06-30$14,204
Total non interest bearing cash at end of year2017-06-30$209,824
Total non interest bearing cash at beginning of year2017-06-30$131,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$12,764,266
Value of net assets at end of year (total assets less liabilities)2017-06-30$122,603,691
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$109,839,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$428,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$31,797,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$26,794,353
Interest on participant loans2017-06-30$48,054
Interest earned on other investments2017-06-30$306,396
Value of interest in common/collective trusts at end of year2017-06-30$75,351,967
Value of interest in common/collective trusts at beginning of year2017-06-30$68,416,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$13,151,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$12,308,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,937,773
Net investment gain or loss from common/collective trusts2017-06-30$6,928,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$4,918,879
Employer contributions (assets) at end of year2017-06-30$717,410
Employer contributions (assets) at beginning of year2017-06-30$587,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,444,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$82,231
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$86,567
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BONADIO & CO., LLP
Accountancy firm EIN2017-06-30161131146
2016 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$61,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$56,082
Total income from all sources (including contributions)2016-06-30$3,986,540
Total of all expenses incurred2016-06-30$5,410,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,022,346
Expenses. Certain deemed distributions of participant loans2016-06-30$90,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,287,168
Value of total assets at end of year2016-06-30$109,901,043
Value of total assets at beginning of year2016-06-30$111,319,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$297,542
Total interest from all sources2016-06-30$305,773
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,595,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,595,956
Administrative expenses professional fees incurred2016-06-30$97,156
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$1,487,307
Participant contributions at beginning of year2016-06-30$1,386,329
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$1,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$88,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$92,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$47,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$36,887
Other income not declared elsewhere2016-06-30$1,658
Administrative expenses (other) incurred2016-06-30$-176,526
Liabilities. Value of operating payables at end of year2016-06-30$14,204
Liabilities. Value of operating payables at beginning of year2016-06-30$19,195
Total non interest bearing cash at end of year2016-06-30$131,468
Total non interest bearing cash at beginning of year2016-06-30$67,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,423,835
Value of net assets at end of year (total assets less liabilities)2016-06-30$109,839,425
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$111,263,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$376,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$26,794,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$28,085,370
Interest on participant loans2016-06-30$52,993
Interest earned on other investments2016-06-30$252,780
Value of interest in common/collective trusts at end of year2016-06-30$68,416,555
Value of interest in common/collective trusts at beginning of year2016-06-30$70,230,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$12,308,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$10,876,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-2,427,232
Net investment gain or loss from common/collective trusts2016-06-30$223,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$4,285,520
Employer contributions (assets) at end of year2016-06-30$587,892
Employer contributions (assets) at beginning of year2016-06-30$501,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,022,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$86,567
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$77,424
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BONADIO & CO., LLP
Accountancy firm EIN2016-06-30161131146
2015 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$56,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$53,645
Total income from all sources (including contributions)2015-06-30$6,141,045
Total of all expenses incurred2015-06-30$3,786,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,460,671
Expenses. Certain deemed distributions of participant loans2015-06-30$66,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$4,323,460
Value of total assets at end of year2015-06-30$111,319,342
Value of total assets at beginning of year2015-06-30$108,962,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$259,178
Total interest from all sources2015-06-30$172,923
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,553,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,553,938
Administrative expenses professional fees incurred2015-06-30$154,879
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$1,386,329
Participant contributions at beginning of year2015-06-30$1,395,512
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$10,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$92,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$63,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$36,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$25,793
Other income not declared elsewhere2015-06-30$13,945
Administrative expenses (other) incurred2015-06-30$-121,934
Liabilities. Value of operating payables at end of year2015-06-30$19,195
Liabilities. Value of operating payables at beginning of year2015-06-30$27,852
Total non interest bearing cash at end of year2015-06-30$67,868
Total non interest bearing cash at beginning of year2015-06-30$104,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,354,875
Value of net assets at end of year (total assets less liabilities)2015-06-30$111,263,260
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$108,908,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$226,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$28,085,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$22,717,802
Interest on participant loans2015-06-30$46,925
Interest earned on other investments2015-06-30$125,998
Value of interest in common/collective trusts at end of year2015-06-30$70,230,969
Value of interest in common/collective trusts at beginning of year2015-06-30$84,080,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$10,876,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-358,402
Net investment gain or loss from common/collective trusts2015-06-30$435,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$4,312,516
Employer contributions (assets) at end of year2015-06-30$501,962
Employer contributions (assets) at beginning of year2015-06-30$538,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,460,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$77,424
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$61,825
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BONADIO & CO., LLP
Accountancy firm EIN2015-06-30161131146
2014 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$53,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$48,796
Total income from all sources (including contributions)2014-06-30$18,586,854
Total of all expenses incurred2014-06-30$4,882,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,641,024
Expenses. Certain deemed distributions of participant loans2014-06-30$163,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,408,967
Value of total assets at end of year2014-06-30$108,962,030
Value of total assets at beginning of year2014-06-30$95,252,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$78,264
Total interest from all sources2014-06-30$140,169
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,448,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,448,890
Administrative expenses professional fees incurred2014-06-30$94,064
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$1,395,512
Participant contributions at beginning of year2014-06-30$1,223,666
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$65,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$63,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$65,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$25,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$24,829
Administrative expenses (other) incurred2014-06-30$-33,300
Liabilities. Value of operating payables at end of year2014-06-30$27,852
Liabilities. Value of operating payables at beginning of year2014-06-30$23,967
Total non interest bearing cash at end of year2014-06-30$104,376
Total non interest bearing cash at beginning of year2014-06-30$97,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$13,704,519
Value of net assets at end of year (total assets less liabilities)2014-06-30$108,908,385
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$95,203,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$22,717,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$23,626,672
Interest on participant loans2014-06-30$135,595
Interest earned on other investments2014-06-30$4,574
Value of interest in common/collective trusts at end of year2014-06-30$84,080,452
Value of interest in common/collective trusts at beginning of year2014-06-30$69,588,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,717,329
Net investment gain or loss from common/collective trusts2014-06-30$9,871,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,343,558
Employer contributions (assets) at end of year2014-06-30$538,171
Employer contributions (assets) at beginning of year2014-06-30$597,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,641,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$61,825
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$54,597
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BONADIO & CO., LLP
Accountancy firm EIN2014-06-30161131146
2013 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$48,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$89,742
Total income from all sources (including contributions)2013-06-30$13,164,040
Total of all expenses incurred2013-06-30$4,369,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,215,813
Expenses. Certain deemed distributions of participant loans2013-06-30$97,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,429,470
Value of total assets at end of year2013-06-30$95,252,662
Value of total assets at beginning of year2013-06-30$86,499,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$56,106
Total interest from all sources2013-06-30$132,961
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$963,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$963,987
Administrative expenses professional fees incurred2013-06-30$63,899
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$1,223,666
Participant contributions at beginning of year2013-06-30$1,220,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$65,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$52,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$24,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$36,851
Administrative expenses (other) incurred2013-06-30$-22,793
Liabilities. Value of operating payables at end of year2013-06-30$23,967
Liabilities. Value of operating payables at beginning of year2013-06-30$52,891
Total non interest bearing cash at end of year2013-06-30$97,075
Total non interest bearing cash at beginning of year2013-06-30$82,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$8,794,392
Value of net assets at end of year (total assets less liabilities)2013-06-30$95,203,866
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$86,409,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$23,626,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$20,527,067
Interest on participant loans2013-06-30$129,834
Interest earned on other investments2013-06-30$3,127
Value of interest in common/collective trusts at end of year2013-06-30$69,588,072
Value of interest in common/collective trusts at beginning of year2013-06-30$63,960,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,453,198
Net investment gain or loss from common/collective trusts2013-06-30$5,184,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,429,470
Employer contributions (assets) at end of year2013-06-30$597,176
Employer contributions (assets) at beginning of year2013-06-30$599,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,215,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$54,597
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$57,173
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BONADIO & CO., LLP
Accountancy firm EIN2013-06-30161131146
2012 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$89,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$28,098
Total income from all sources (including contributions)2012-06-30$4,548,107
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$3,115,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,171,538
Expenses. Certain deemed distributions of participant loans2012-06-30$-130,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,142,880
Value of total assets at end of year2012-06-30$86,499,216
Value of total assets at beginning of year2012-06-30$85,005,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$74,377
Total interest from all sources2012-06-30$132,427
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$805,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$805,818
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$1,220,216
Participant contributions at beginning of year2012-06-30$1,224,008
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$5,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$52,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$58,052
Administrative expenses (other) incurred2012-06-30$74,377
Liabilities. Value of operating payables at end of year2012-06-30$89,742
Liabilities. Value of operating payables at beginning of year2012-06-30$28,098
Total non interest bearing cash at end of year2012-06-30$82,346
Total non interest bearing cash at beginning of year2012-06-30$39,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,432,281
Value of net assets at end of year (total assets less liabilities)2012-06-30$86,409,474
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$84,977,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$20,527,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$22,700,640
Interest on participant loans2012-06-30$130,965
Interest earned on other investments2012-06-30$1,462
Value of interest in common/collective trusts at end of year2012-06-30$63,960,871
Value of interest in common/collective trusts at beginning of year2012-06-30$60,444,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,424,204
Net investment gain or loss from common/collective trusts2012-06-30$891,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,137,094
Employer contributions (assets) at end of year2012-06-30$599,178
Employer contributions (assets) at beginning of year2012-06-30$480,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,171,538
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$57,173
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$57,849
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BONADIO & CO., LLP
Accountancy firm EIN2012-06-30161131146
2011 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$28,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$50,569
Total income from all sources (including contributions)2011-06-30$16,106,857
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$4,857,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,515,310
Expenses. Certain deemed distributions of participant loans2011-06-30$137,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,643,433
Value of total assets at end of year2011-06-30$85,005,291
Value of total assets at beginning of year2011-06-30$73,778,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$204,549
Total interest from all sources2011-06-30$143,850
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$849,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$849,532
Administrative expenses professional fees incurred2011-06-30$45,841
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$1,224,008
Participant contributions at beginning of year2011-06-30$1,319,628
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$58,052
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$51,044
Other income not declared elsewhere2011-06-30$167,749
Administrative expenses (other) incurred2011-06-30$143,708
Liabilities. Value of operating payables at end of year2011-06-30$28,098
Liabilities. Value of operating payables at beginning of year2011-06-30$50,569
Total non interest bearing cash at end of year2011-06-30$39,396
Total non interest bearing cash at beginning of year2011-06-30$30,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$11,249,459
Value of net assets at end of year (total assets less liabilities)2011-06-30$84,977,193
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$73,727,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$22,700,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$35,634,162
Interest on participant loans2011-06-30$143,850
Value of interest in common/collective trusts at end of year2011-06-30$60,444,953
Value of interest in common/collective trusts at beginning of year2011-06-30$36,292,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$5,200,542
Net investment gain or loss from common/collective trusts2011-06-30$6,101,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,643,433
Employer contributions (assets) at end of year2011-06-30$480,393
Employer contributions (assets) at beginning of year2011-06-30$390,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,515,310
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$57,849
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$60,245
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BONADIO & CO., LLP
Accountancy firm EIN2011-06-30161131146
2010 : IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F

2021: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61499
Policy instance 1
Insurance contract or identification numberMR 61499
Number of Individuals Covered1719
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61499
Policy instance 1
Insurance contract or identification numberMR 61499
Number of Individuals Covered1684
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61499
Policy instance 1
Insurance contract or identification numberMR 61499
Number of Individuals Covered1638
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61499
Policy instance 1
Insurance contract or identification numberMR 61499
Number of Individuals Covered1598
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61499-1
Policy instance 1
Insurance contract or identification numberMR 61499-1
Number of Individuals Covered1549
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61499-1
Policy instance 1
Insurance contract or identification numberMR 61499-1
Number of Individuals Covered1493
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61499-1
Policy instance 1
Insurance contract or identification numberMR 61499-1
Number of Individuals Covered1482
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name

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