401k Plan data: IBEW LU-1141 RETIREMENT & 401(K) PLAN plan

IBEW LU-1141 RETIREMENT & 401(K) PLAN 401k Plan overview

Plan Name	IBEW LU-1141 RETIREMENT & 401(K) PLAN
Plan identification number	002

IBEW LU-1141 RETIREMENT & 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

IBEW LU-1141 PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name: IBEW LU-1141 PENSION TRUST

Employer identification number (EIN): 736109391

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 LU-1141 RETIREMENT & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01
002 2021-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01 HOWARD CRAIN HOWARD CRAIN 2019-03-06
002 2017-06-01
002 2016-06-01 HOWARD CRAIN
002 2016-06-01
002 2015-06-01 MARTY CRAIN
002 2014-06-01 LESLIE HUTCHINSON
002 2014-06-01 LESLIE HUTCHINSON
002 2013-06-01 LESLIE HUTCHINSON
002 2012-06-01 LESLIE HUTCHINSON
002 2012-06-01 LESLIE HUTCHINSON
002 2011-06-01 THOMAS V BARNES THOMAS V BARNES 2013-03-15
002 2009-06-01 THOMAS V BARNES

Plan Statistics for IBEW LU-1141 RETIREMENT & 401(K) PLAN

401k plan membership statisitcs for IBEW LU-1141 RETIREMENT & 401(K) PLAN

Measure Date Value
2022: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 2,113
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 1,908
Number of retired or separated participants receiving benefits 2022-06-01 55
Number of other retired or separated participants entitled to future benefits 2022-06-01 157
Total of all active and inactive participants 2022-06-01 2,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 17
Total participants 2022-06-01 2,137
Number of participants with account balances 2022-06-01 1,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 4
Number of employers contributing to the scheme 2022-06-01 36
2021: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 2,106
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 1,948
Number of retired or separated participants receiving benefits 2021-06-01 34
Number of other retired or separated participants entitled to future benefits 2021-06-01 125
Total of all active and inactive participants 2021-06-01 2,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 3
Total participants 2021-06-01 2,110
Number of participants with account balances 2021-06-01 1,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
Number of employers contributing to the scheme 2021-06-01 36
2020: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 1,990
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 1,946
Number of retired or separated participants receiving benefits 2020-06-01 33
Number of other retired or separated participants entitled to future benefits 2020-06-01 125
Total of all active and inactive participants 2020-06-01 2,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 1
Total participants 2020-06-01 2,105
Number of participants with account balances 2020-06-01 1,902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 8
Number of employers contributing to the scheme 2020-06-01 35
2019: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 1,773
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 1,918
Number of retired or separated participants receiving benefits 2019-06-01 20
Number of other retired or separated participants entitled to future benefits 2019-06-01 44
Total of all active and inactive participants 2019-06-01 1,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 1
Total participants 2019-06-01 1,983
Number of participants with account balances 2019-06-01 1,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 20
Number of employers contributing to the scheme 2019-06-01 33
2018: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 1,609
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 1,707
Number of retired or separated participants receiving benefits 2018-06-01 15
Number of other retired or separated participants entitled to future benefits 2018-06-01 39
Total of all active and inactive participants 2018-06-01 1,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 3
Total participants 2018-06-01 1,764
Number of participants with account balances 2018-06-01 1,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 3
Number of employers contributing to the scheme 2018-06-01 45
2017: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 1,561
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 1,559
Number of retired or separated participants receiving benefits 2017-06-01 15
Number of other retired or separated participants entitled to future benefits 2017-06-01 33
Total of all active and inactive participants 2017-06-01 1,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 1,607
Number of participants with account balances 2017-06-01 1,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 54
Number of employers contributing to the scheme 2017-06-01 30
2016: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 1,617
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 1,536
Number of retired or separated participants receiving benefits 2016-06-01 12
Number of other retired or separated participants entitled to future benefits 2016-06-01 28
Total of all active and inactive participants 2016-06-01 1,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 1,576
Number of participants with account balances 2016-06-01 1,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 5
Number of employers contributing to the scheme 2016-06-01 0
2015: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 1,543
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 1,638
Number of retired or separated participants receiving benefits 2015-06-01 3
Number of other retired or separated participants entitled to future benefits 2015-06-01 8
Total of all active and inactive participants 2015-06-01 1,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 3
Total participants 2015-06-01 1,652
Number of participants with account balances 2015-06-01 1,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
Number of employers contributing to the scheme 2015-06-01 32
2014: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 1,520
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 1,304
Number of retired or separated participants receiving benefits 2014-06-01 4
Number of other retired or separated participants entitled to future benefits 2014-06-01 235
Total of all active and inactive participants 2014-06-01 1,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 1,543
Number of participants with account balances 2014-06-01 1,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
Number of employers contributing to the scheme 2014-06-01 32
2013: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 1,561
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 1,278
Number of retired or separated participants receiving benefits 2013-06-01 6
Number of other retired or separated participants entitled to future benefits 2013-06-01 235
Total of all active and inactive participants 2013-06-01 1,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 1,519
Number of participants with account balances 2013-06-01 1,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
Number of employers contributing to the scheme 2013-06-01 32
2012: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 1,609
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 1,338
Number of retired or separated participants receiving benefits 2012-06-01 6
Number of other retired or separated participants entitled to future benefits 2012-06-01 217
Total of all active and inactive participants 2012-06-01 1,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 1,561
Number of participants with account balances 2012-06-01 1,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
Number of employers contributing to the scheme 2012-06-01 32
2011: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 1,376
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 1,368
Number of retired or separated participants receiving benefits 2011-06-01 5
Number of other retired or separated participants entitled to future benefits 2011-06-01 236
Total of all active and inactive participants 2011-06-01 1,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 1,609
Number of participants with account balances 2011-06-01 1,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 1
Number of employers contributing to the scheme 2011-06-01 32
2009: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 1,411
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 1,312
Number of retired or separated participants receiving benefits 2009-06-01 3
Number of other retired or separated participants entitled to future benefits 2009-06-01 80
Total of all active and inactive participants 2009-06-01 1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 1,395
Number of participants with account balances 2009-06-01 1,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 1
Number of employers contributing to the scheme 2009-06-01 40

Measure	Date	Value
2022: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	2,113
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	1,908
Number of retired or separated participants receiving benefits	2022-06-01	55
Number of other retired or separated participants entitled to future benefits	2022-06-01	157
Total of all active and inactive participants	2022-06-01	2,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	17
Total participants	2022-06-01	2,137
Number of participants with account balances	2022-06-01	1,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	4
Number of employers contributing to the scheme	2022-06-01	36
2021: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	2,106
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	1,948
Number of retired or separated participants receiving benefits	2021-06-01	34
Number of other retired or separated participants entitled to future benefits	2021-06-01	125
Total of all active and inactive participants	2021-06-01	2,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	3
Total participants	2021-06-01	2,110
Number of participants with account balances	2021-06-01	1,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
Number of employers contributing to the scheme	2021-06-01	36
2020: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	1,990
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	1,946
Number of retired or separated participants receiving benefits	2020-06-01	33
Number of other retired or separated participants entitled to future benefits	2020-06-01	125
Total of all active and inactive participants	2020-06-01	2,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	1
Total participants	2020-06-01	2,105
Number of participants with account balances	2020-06-01	1,902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	8
Number of employers contributing to the scheme	2020-06-01	35
2019: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	1,773
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	1,918
Number of retired or separated participants receiving benefits	2019-06-01	20
Number of other retired or separated participants entitled to future benefits	2019-06-01	44
Total of all active and inactive participants	2019-06-01	1,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	1
Total participants	2019-06-01	1,983
Number of participants with account balances	2019-06-01	1,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	20
Number of employers contributing to the scheme	2019-06-01	33
2018: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	1,609
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	1,707
Number of retired or separated participants receiving benefits	2018-06-01	15
Number of other retired or separated participants entitled to future benefits	2018-06-01	39
Total of all active and inactive participants	2018-06-01	1,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	3
Total participants	2018-06-01	1,764
Number of participants with account balances	2018-06-01	1,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	3
Number of employers contributing to the scheme	2018-06-01	45
2017: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	1,561
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	1,559
Number of retired or separated participants receiving benefits	2017-06-01	15
Number of other retired or separated participants entitled to future benefits	2017-06-01	33
Total of all active and inactive participants	2017-06-01	1,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	1,607
Number of participants with account balances	2017-06-01	1,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	54
Number of employers contributing to the scheme	2017-06-01	30
2016: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	1,617
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	1,536
Number of retired or separated participants receiving benefits	2016-06-01	12
Number of other retired or separated participants entitled to future benefits	2016-06-01	28
Total of all active and inactive participants	2016-06-01	1,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	1,576
Number of participants with account balances	2016-06-01	1,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	5
Number of employers contributing to the scheme	2016-06-01	0
2015: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	1,543
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	1,638
Number of retired or separated participants receiving benefits	2015-06-01	3
Number of other retired or separated participants entitled to future benefits	2015-06-01	8
Total of all active and inactive participants	2015-06-01	1,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	3
Total participants	2015-06-01	1,652
Number of participants with account balances	2015-06-01	1,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
Number of employers contributing to the scheme	2015-06-01	32
2014: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	1,520
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	1,304
Number of retired or separated participants receiving benefits	2014-06-01	4
Number of other retired or separated participants entitled to future benefits	2014-06-01	235
Total of all active and inactive participants	2014-06-01	1,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	1,543
Number of participants with account balances	2014-06-01	1,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
Number of employers contributing to the scheme	2014-06-01	32
2013: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	1,561
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	1,278
Number of retired or separated participants receiving benefits	2013-06-01	6
Number of other retired or separated participants entitled to future benefits	2013-06-01	235
Total of all active and inactive participants	2013-06-01	1,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	1,519
Number of participants with account balances	2013-06-01	1,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
Number of employers contributing to the scheme	2013-06-01	32
2012: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	1,609
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	1,338
Number of retired or separated participants receiving benefits	2012-06-01	6
Number of other retired or separated participants entitled to future benefits	2012-06-01	217
Total of all active and inactive participants	2012-06-01	1,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	1,561
Number of participants with account balances	2012-06-01	1,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
Number of employers contributing to the scheme	2012-06-01	32
2011: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	1,376
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	1,368
Number of retired or separated participants receiving benefits	2011-06-01	5
Number of other retired or separated participants entitled to future benefits	2011-06-01	236
Total of all active and inactive participants	2011-06-01	1,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	1,609
Number of participants with account balances	2011-06-01	1,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	1
Number of employers contributing to the scheme	2011-06-01	32
2009: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	1,411
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	1,312
Number of retired or separated participants receiving benefits	2009-06-01	3
Number of other retired or separated participants entitled to future benefits	2009-06-01	80
Total of all active and inactive participants	2009-06-01	1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	1,395
Number of participants with account balances	2009-06-01	1,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	1
Number of employers contributing to the scheme	2009-06-01	40

Financial Data on IBEW LU-1141 RETIREMENT & 401(K) PLAN

Measure	Date	Value
2023 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-05-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-05-31	$0
Total unrealized appreciation/depreciation of assets	2023-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$90,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$32,173
Expenses. Interest paid	2023-05-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-05-31	$0
Total income from all sources (including contributions)	2023-05-31	$11,969,356
Total loss/gain on sale of assets	2023-05-31	$0
Total of all expenses incurred	2023-05-31	$8,059,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$8,024,657
Expenses. Certain deemed distributions of participant loans	2023-05-31	$0
Value of total corrective distributions	2023-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$10,486,142
Value of total assets at end of year	2023-05-31	$144,409,435
Value of total assets at beginning of year	2023-05-31	$140,441,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$34,733
Total income from rents	2023-05-31	$0
Total interest from all sources	2023-05-31	$1,457,904
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$2,681,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-05-31	$2,681,972
Assets. Real estate other than employer real property at end of year	2023-05-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-05-31	$0
Administrative expenses professional fees incurred	2023-05-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-05-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-05-31	$0
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$500,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Contributions received from participants	2023-05-31	$2,254,551
Participant contributions at end of year	2023-05-31	$0
Participant contributions at beginning of year	2023-05-31	$0
Participant contributions at end of year	2023-05-31	$206,009
Participant contributions at beginning of year	2023-05-31	$184,375
Assets. Other investments not covered elsewhere at end of year	2023-05-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-05-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-05-31	$0
Assets. Loans (other than to participants) at end of year	2023-05-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-05-31	$90,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-05-31	$32,173
Other income not declared elsewhere	2023-05-31	$0
Administrative expenses (other) incurred	2023-05-31	$0
Total non interest bearing cash at end of year	2023-05-31	$362,121
Total non interest bearing cash at beginning of year	2023-05-31	$314,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Income. Non cash contributions	2023-05-31	$0
Value of net income/loss	2023-05-31	$3,909,966
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$144,319,346
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$140,409,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Assets. partnership/joint venture interests at end of year	2023-05-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-05-31	$0
Investment advisory and management fees	2023-05-31	$22,836
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$89,241,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$85,189,381
Interest on participant loans	2023-05-31	$0
Income. Interest from loans (other than to participants)	2023-05-31	$0
Interest earned on other investments	2023-05-31	$1,457,904
Income. Interest from US Government securities	2023-05-31	$0
Income. Interest from corporate debt instruments	2023-05-31	$0
Value of interest in master investment trust accounts at end of year	2023-05-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-05-31	$0
Value of interest in common/collective trusts at end of year	2023-05-31	$6,439,270
Value of interest in common/collective trusts at beginning of year	2023-05-31	$6,250,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-05-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-05-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-05-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-05-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-05-31	$47,243,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-05-31	$47,640,589
Expenses. Payments to insurance carriers foe the provision of benefits	2023-05-31	$0
Asset value of US Government securities at end of year	2023-05-31	$0
Asset value of US Government securities at beginning of year	2023-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-31	$-2,689,675
Net investment gain/loss from pooled separate accounts	2023-05-31	$0
Net investment gain or loss from common/collective trusts	2023-05-31	$33,013
Net gain/loss from 103.12 investment entities	2023-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Assets. Value of employer real property at end of year	2023-05-31	$0
Assets. Value of employer real property at beginning of year	2023-05-31	$0
Contributions received in cash from employer	2023-05-31	$8,231,591
Employer contributions (assets) at end of year	2023-05-31	$916,130
Employer contributions (assets) at beginning of year	2023-05-31	$862,310
Income. Dividends from preferred stock	2023-05-31	$0
Income. Dividends from common stock	2023-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$8,024,657
Asset. Corporate debt instrument preferred debt at end of year	2023-05-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-05-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-05-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-05-31	$0
Contract administrator fees	2023-05-31	$11,897
Assets. Corporate common stocks other than exployer securities at end of year	2023-05-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-05-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-05-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-05-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-05-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-05-31	$0
Did the plan have assets held for investment	2023-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	No
Aggregate proceeds on sale of assets	2023-05-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-05-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-05-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-05-31	$0
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	LBMC PC
Accountancy firm EIN	2023-05-31	621199757
2022 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$32,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$12,354
Total income from all sources (including contributions)	2022-05-31	$1,591,025
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$7,060,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$6,922,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$9,013,171
Value of total assets at end of year	2022-05-31	$140,441,553
Value of total assets at beginning of year	2022-05-31	$145,891,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$138,811
Total interest from all sources	2022-05-31	$1,146,616
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$6,301,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$6,301,360
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$500,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Contributions received from participants	2022-05-31	$1,871,616
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$33,512
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-05-31	$184,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-05-31	$152,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-05-31	$32,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-05-31	$12,354
Administrative expenses (other) incurred	2022-05-31	$40,016
Total non interest bearing cash at end of year	2022-05-31	$314,043
Total non interest bearing cash at beginning of year	2022-05-31	$361,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-5,469,900
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$140,409,380
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$145,879,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Investment advisory and management fees	2022-05-31	$84,445
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$85,189,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$99,503,292
Interest earned on other investments	2022-05-31	$1,146,616
Value of interest in common/collective trusts at end of year	2022-05-31	$6,250,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$47,640,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$45,120,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-14,966,996
Net investment gain or loss from common/collective trusts	2022-05-31	$96,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$7,108,043
Employer contributions (assets) at end of year	2022-05-31	$862,310
Employer contributions (assets) at beginning of year	2022-05-31	$753,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$6,922,114
Contract administrator fees	2022-05-31	$14,350
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	LBMC PC
Accountancy firm EIN	2022-05-31	621199757
2021 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$12,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$78,018
Total income from all sources (including contributions)	2021-05-31	$36,473,883
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$16,967,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$16,888,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$9,577,909
Value of total assets at end of year	2021-05-31	$145,891,634
Value of total assets at beginning of year	2021-05-31	$126,450,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$78,746
Total interest from all sources	2021-05-31	$1,371,398
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$2,385,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$2,385,312
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$500,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Contributions received from participants	2021-05-31	$1,908,087
Participant contributions at end of year	2021-05-31	$152,379
Participant contributions at beginning of year	2021-05-31	$178,425
Income. Received or receivable in cash from other sources (including rollovers)	2021-05-31	$183,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-05-31	$12,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-05-31	$74,601
Administrative expenses (other) incurred	2021-05-31	$0
Liabilities. Value of operating payables at end of year	2021-05-31	$0
Liabilities. Value of operating payables at beginning of year	2021-05-31	$3,417
Total non interest bearing cash at end of year	2021-05-31	$361,943
Total non interest bearing cash at beginning of year	2021-05-31	$398,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$19,506,485
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$145,879,280
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$126,372,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Investment advisory and management fees	2021-05-31	$49,376
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$99,503,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$77,138,607
Interest earned on other investments	2021-05-31	$1,371,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$45,120,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$47,900,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$23,139,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Assets. Invements in employer securities at end of year	2021-05-31	$0
Assets. Invements in employer securities at beginning of year	2021-05-31	$0
Contributions received in cash from employer	2021-05-31	$7,486,343
Employer contributions (assets) at end of year	2021-05-31	$753,639
Employer contributions (assets) at beginning of year	2021-05-31	$834,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$16,888,652
Contract administrator fees	2021-05-31	$29,370
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	LBMC
Accountancy firm EIN	2021-05-31	621199757
2020 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$78,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$41,261
Total income from all sources (including contributions)	2020-05-31	$15,717,065
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$5,249,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$5,069,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$10,440,517
Value of total assets at end of year	2020-05-31	$126,450,813
Value of total assets at beginning of year	2020-05-31	$115,946,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$180,353
Total interest from all sources	2020-05-31	$1,354,545
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$2,386,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$2,386,157
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$500,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Contributions received from participants	2020-05-31	$2,087,077
Participant contributions at end of year	2020-05-31	$178,425
Participant contributions at beginning of year	2020-05-31	$132,302
Assets. Other investments not covered elsewhere at beginning of year	2020-05-31	$9,770
Income. Received or receivable in cash from other sources (including rollovers)	2020-05-31	$208,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-05-31	$74,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-05-31	$36,829
Other income not declared elsewhere	2020-05-31	$74,926
Administrative expenses (other) incurred	2020-05-31	$89,317
Liabilities. Value of operating payables at end of year	2020-05-31	$3,417
Liabilities. Value of operating payables at beginning of year	2020-05-31	$4,432
Total non interest bearing cash at end of year	2020-05-31	$398,193
Total non interest bearing cash at beginning of year	2020-05-31	$296,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$10,467,243
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$126,372,795
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$115,905,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Investment advisory and management fees	2020-05-31	$79,296
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$77,138,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$70,011,202
Interest earned on other investments	2020-05-31	$1,354,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$47,900,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$44,817,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$1,460,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Assets. Invements in employer securities at end of year	2020-05-31	$0
Assets. Invements in employer securities at beginning of year	2020-05-31	$0
Contributions received in cash from employer	2020-05-31	$8,145,419
Employer contributions (assets) at end of year	2020-05-31	$834,941
Employer contributions (assets) at beginning of year	2020-05-31	$680,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$5,069,469
Contract administrator fees	2020-05-31	$11,740
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	LBMC, PC
Accountancy firm EIN	2020-05-31	621199757
2019 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$41,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$38,459
Total income from all sources (including contributions)	2019-05-31	$9,983,998
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$6,240,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$6,066,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$8,173,327
Value of total assets at end of year	2019-05-31	$115,946,813
Value of total assets at beginning of year	2019-05-31	$112,200,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$173,337
Total interest from all sources	2019-05-31	$1,461,462
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$3,540,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$3,540,819
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$500,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Contributions received from participants	2019-05-31	$1,654,551
Participant contributions at end of year	2019-05-31	$132,302
Participant contributions at beginning of year	2019-05-31	$105,995
Assets. Other investments not covered elsewhere at end of year	2019-05-31	$9,770
Assets. Other investments not covered elsewhere at beginning of year	2019-05-31	$9,524
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$4,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-05-31	$36,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-05-31	$35,042
Other income not declared elsewhere	2019-05-31	$105,552
Administrative expenses (other) incurred	2019-05-31	$84,203
Liabilities. Value of operating payables at end of year	2019-05-31	$4,432
Liabilities. Value of operating payables at beginning of year	2019-05-31	$3,417
Total non interest bearing cash at end of year	2019-05-31	$296,004
Total non interest bearing cash at beginning of year	2019-05-31	$108,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$3,743,743
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$115,905,552
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$112,161,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Investment advisory and management fees	2019-05-31	$77,369
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$70,011,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$68,464,238
Interest earned on other investments	2019-05-31	$1,461,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$44,817,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$42,951,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$-3,297,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$6,514,303
Employer contributions (assets) at end of year	2019-05-31	$680,231
Employer contributions (assets) at beginning of year	2019-05-31	$560,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$6,066,918
Contract administrator fees	2019-05-31	$11,765
Did the plan have assets held for investment	2019-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	HSPG & ASSOCIATES
Accountancy firm EIN	2019-05-31	205861398
2018 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total income from all sources (including contributions)	2018-05-31	$16,092,576
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$6,646,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$6,589,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$7,140,581
Value of total assets at end of year	2018-05-31	$110,279,217
Value of total assets at beginning of year	2018-05-31	$100,833,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$57,099
Total interest from all sources	2018-05-31	$1,283,709
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$3,592,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$3,592,596
Was this plan covered by a fidelity bond	2018-05-31	No
Value of fidelity bond cover	2018-05-31	$500,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Contributions received from participants	2018-05-31	$1,309,236
Participant contributions at end of year	2018-05-31	$105,995
Participant contributions at beginning of year	2018-05-31	$99,476
Assets. Other investments not covered elsewhere at end of year	2018-05-31	$9,524
Assets. Other investments not covered elsewhere at beginning of year	2018-05-31	$9,177
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$89,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-05-31	$35,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-05-31	$35,127
Liabilities. Value of operating payables at end of year	2018-05-31	$3,417
Liabilities. Value of operating payables at beginning of year	2018-05-31	$4,209
Total non interest bearing cash at end of year	2018-05-31	$108,486
Total non interest bearing cash at beginning of year	2018-05-31	$155,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$9,445,816
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$110,279,217
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$100,833,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Investment advisory and management fees	2018-05-31	$51,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$67,320,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$57,817,128
Interest earned on other investments	2018-05-31	$1,283,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$42,958,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$43,016,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$4,075,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$5,742,198
Employer contributions (assets) at end of year	2018-05-31	$560,240
Employer contributions (assets) at beginning of year	2018-05-31	$581,919
Income. Dividends from common stock	2018-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$6,589,661
Contract administrator fees	2018-05-31	$6,070
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	HSPG & ASSOCIATES P.C.
Accountancy firm EIN	2018-05-31	205861398
2017 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$39,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$33,968
Total income from all sources (including contributions)	2017-05-31	$14,419,636
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$6,554,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$6,394,601
Expenses. Certain deemed distributions of participant loans	2017-05-31	$0
Value of total corrective distributions	2017-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$6,483,748
Value of total assets at end of year	2017-05-31	$102,844,840
Value of total assets at beginning of year	2017-05-31	$94,974,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$160,064
Total interest from all sources	2017-05-31	$1,132,504
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$1,632,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$1,632,928
Administrative expenses professional fees incurred	2017-05-31	$0
Was this plan covered by a fidelity bond	2017-05-31	No
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$1,147,248
Participant contributions at end of year	2017-05-31	$0
Participant contributions at beginning of year	2017-05-31	$0
Participant contributions at end of year	2017-05-31	$99,476
Participant contributions at beginning of year	2017-05-31	$124,629
Assets. Other investments not covered elsewhere at end of year	2017-05-31	$9,177
Assets. Other investments not covered elsewhere at beginning of year	2017-05-31	$8,045
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$13,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-05-31	$35,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-05-31	$29,479
Other income not declared elsewhere	2017-05-31	$0
Administrative expenses (other) incurred	2017-05-31	$0
Liabilities. Value of operating payables at end of year	2017-05-31	$4,209
Liabilities. Value of operating payables at beginning of year	2017-05-31	$4,489
Total non interest bearing cash at end of year	2017-05-31	$155,539
Total non interest bearing cash at beginning of year	2017-05-31	$117,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$7,864,971
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$102,805,504
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$94,940,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$153,639
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$58,987,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$50,821,750
Value of interest in pooled separate accounts at end of year	2017-05-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-05-31	$0
Interest on participant loans	2017-05-31	$0
Interest earned on other investments	2017-05-31	$1,132,504
Value of interest in common/collective trusts at end of year	2017-05-31	$0
Value of interest in common/collective trusts at beginning of year	2017-05-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$43,011,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$43,303,296
Expenses. Payments to insurance carriers foe the provision of benefits	2017-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$5,170,456
Net investment gain/loss from pooled separate accounts	2017-05-31	$0
Net investment gain or loss from common/collective trusts	2017-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Assets. Invements in employer securities at end of year	2017-05-31	$0
Assets. Invements in employer securities at beginning of year	2017-05-31	$0
Contributions received in cash from employer	2017-05-31	$5,322,694
Employer contributions (assets) at end of year	2017-05-31	$581,919
Employer contributions (assets) at beginning of year	2017-05-31	$599,780
Income. Dividends from common stock	2017-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$6,394,601
Contract administrator fees	2017-05-31	$6,425
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	HSPG & ASSOCIATES PC
Accountancy firm EIN	2017-05-31	205861398
2016 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$33,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$22,297
Total income from all sources (including contributions)	2016-05-31	$6,076,491
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$7,075,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$6,940,228
Expenses. Certain deemed distributions of participant loans	2016-05-31	$0
Value of total corrective distributions	2016-05-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$6,849,468
Value of total assets at end of year	2016-05-31	$94,974,501
Value of total assets at beginning of year	2016-05-31	$95,961,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$135,124
Total interest from all sources	2016-05-31	$1,020,281
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$2,286,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$2,286,413
Administrative expenses professional fees incurred	2016-05-31	$71,446
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-05-31	$0
Minimum employer required contribution for this plan year	2016-05-31	$0
Amount contributed by the employer to the plan for this plan year	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$1,238,309
Participant contributions at end of year	2016-05-31	$0
Participant contributions at beginning of year	2016-05-31	$0
Participant contributions at end of year	2016-05-31	$124,629
Participant contributions at beginning of year	2016-05-31	$91,763
Assets. Other investments not covered elsewhere at end of year	2016-05-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-05-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$4,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-05-31	$8,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-05-31	$7,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-05-31	$29,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-05-31	$18,155
Other income not declared elsewhere	2016-05-31	$1,249
Administrative expenses (other) incurred	2016-05-31	$15,983
Liabilities. Value of operating payables at end of year	2016-05-31	$4,489
Liabilities. Value of operating payables at beginning of year	2016-05-31	$4,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-998,861
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$94,940,533
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$95,939,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Investment advisory and management fees	2016-05-31	$46,094
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$49,717,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$0
Value of interest in pooled separate accounts at end of year	2016-05-31	$1,104,668
Value of interest in pooled separate accounts at beginning of year	2016-05-31	$53,419,840
Interest on participant loans	2016-05-31	$0
Interest earned on other investments	2016-05-31	$1,020,262
Value of interest in common/collective trusts at end of year	2016-05-31	$0
Value of interest in common/collective trusts at beginning of year	2016-05-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-05-31	$117,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-05-31	$237,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-05-31	$237,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-05-31	$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$43,303,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$41,667,192
Expenses. Payments to insurance carriers foe the provision of benefits	2016-05-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$267,055
Net investment gain/loss from pooled separate accounts	2016-05-31	$-4,347,975
Net investment gain or loss from common/collective trusts	2016-05-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Assets. Invements in employer securities at end of year	2016-05-31	$0
Assets. Invements in employer securities at beginning of year	2016-05-31	$0
Contributions received in cash from employer	2016-05-31	$5,606,376
Employer contributions (assets) at end of year	2016-05-31	$599,780
Employer contributions (assets) at beginning of year	2016-05-31	$538,039
Income. Dividends from common stock	2016-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$6,940,228
Contract administrator fees	2016-05-31	$1,601
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2016-05-31	205861398
2015 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$22,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$34,212
Total income from all sources (including contributions)	2015-05-31	$10,755,740
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$4,522,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$4,401,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$6,070,733
Value of total assets at end of year	2015-05-31	$95,961,691
Value of total assets at beginning of year	2015-05-31	$89,740,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$121,455
Total interest from all sources	2015-05-31	$754,509
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$63,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$63,129
Administrative expenses professional fees incurred	2015-05-31	$31,084
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$500,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$904,427
Participant contributions at end of year	2015-05-31	$91,763
Participant contributions at beginning of year	2015-05-31	$62,102
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$4,783
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-05-31	$7,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-05-31	$8,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-05-31	$18,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-05-31	$30,763
Other income not declared elsewhere	2015-05-31	$62,203
Administrative expenses (other) incurred	2015-05-31	$36,721
Liabilities. Value of operating payables at end of year	2015-05-31	$4,142
Liabilities. Value of operating payables at beginning of year	2015-05-31	$3,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$6,232,804
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$95,939,394
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$89,706,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Investment advisory and management fees	2015-05-31	$20,486
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$2,992,956
Value of interest in pooled separate accounts at end of year	2015-05-31	$53,419,840
Value of interest in pooled separate accounts at beginning of year	2015-05-31	$44,887,873
Interest earned on other investments	2015-05-31	$754,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-05-31	$237,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-05-31	$255,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-05-31	$255,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-05-31	$41,667,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-31	$41,038,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$-309,782
Net investment gain/loss from pooled separate accounts	2015-05-31	$4,114,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$5,161,523
Employer contributions (assets) at end of year	2015-05-31	$538,039
Employer contributions (assets) at beginning of year	2015-05-31	$494,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$4,401,481
Contract administrator fees	2015-05-31	$33,164
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2015-05-31	205861398
2014 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$34,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$31,819
Total income from all sources (including contributions)	2014-05-31	$13,665,990
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$2,787,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$2,695,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$5,624,940
Value of total assets at end of year	2014-05-31	$89,740,802
Value of total assets at beginning of year	2014-05-31	$78,859,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$92,285
Total interest from all sources	2014-05-31	$801,698
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$33,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$33,882
Administrative expenses professional fees incurred	2014-05-31	$27,156
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$500,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$858,308
Participant contributions at end of year	2014-05-31	$62,102
Participant contributions at beginning of year	2014-05-31	$122,809
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-05-31	$8,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-05-31	$7,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-05-31	$30,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-05-31	$27,359
Other income not declared elsewhere	2014-05-31	$250,989
Administrative expenses (other) incurred	2014-05-31	$25,977
Liabilities. Value of operating payables at end of year	2014-05-31	$3,449
Liabilities. Value of operating payables at beginning of year	2014-05-31	$4,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$10,878,522
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$89,706,590
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$78,828,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Investment advisory and management fees	2014-05-31	$39,152
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$2,992,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$2,262,892
Value of interest in pooled separate accounts at end of year	2014-05-31	$44,887,873
Value of interest in pooled separate accounts at beginning of year	2014-05-31	$37,399,785
Interest earned on other investments	2014-05-31	$801,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-05-31	$255,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-05-31	$40,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-05-31	$40,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-05-31	$41,038,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-05-31	$38,490,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$320,755
Net investment gain/loss from pooled separate accounts	2014-05-31	$6,633,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$4,766,632
Employer contributions (assets) at end of year	2014-05-31	$494,689
Employer contributions (assets) at beginning of year	2014-05-31	$535,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$2,695,183
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2014-05-31	205861398
2013 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$31,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$3,841
Total income from all sources (including contributions)	2013-05-31	$14,664,070
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$3,489,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$3,407,568
Value of total corrective distributions	2013-05-31	$6,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$6,144,854
Value of total assets at end of year	2013-05-31	$78,859,887
Value of total assets at beginning of year	2013-05-31	$67,657,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$75,561
Total interest from all sources	2013-05-31	$861,321
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$36,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$36,352
Administrative expenses professional fees incurred	2013-05-31	$14,850
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$500,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$996,621
Participant contributions at end of year	2013-05-31	$122,809
Participant contributions at beginning of year	2013-05-31	$82,212
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$163,276
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$7,580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$7,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-05-31	$27,359
Other income not declared elsewhere	2013-05-31	$50,655
Administrative expenses (other) incurred	2013-05-31	$28,711
Liabilities. Value of operating payables at end of year	2013-05-31	$4,460
Liabilities. Value of operating payables at beginning of year	2013-05-31	$3,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$11,174,419
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$78,828,068
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$67,653,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$2,262,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$1,618,677
Value of interest in pooled separate accounts at end of year	2013-05-31	$37,399,785
Value of interest in pooled separate accounts at beginning of year	2013-05-31	$29,011,586
Interest earned on other investments	2013-05-31	$861,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-05-31	$40,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$52,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$52,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-05-31	$38,490,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-05-31	$36,369,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$412,386
Net investment gain/loss from pooled separate accounts	2013-05-31	$7,158,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$4,984,957
Employer contributions (assets) at end of year	2013-05-31	$535,839
Employer contributions (assets) at beginning of year	2013-05-31	$516,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$3,407,568
Contract administrator fees	2013-05-31	$32,000
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2013-05-31	205861398
2012 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$3,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$32,565
Total income from all sources (including contributions)	2012-05-31	$6,871,890
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$4,020,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$3,954,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$7,693,682
Value of total assets at end of year	2012-05-31	$67,657,490
Value of total assets at beginning of year	2012-05-31	$64,834,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$66,570
Total interest from all sources	2012-05-31	$949,153
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$40,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$40,680
Administrative expenses professional fees incurred	2012-05-31	$14,092
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$893,846
Participant contributions at end of year	2012-05-31	$82,212
Participant contributions at beginning of year	2012-05-31	$73,739
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$2,271,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$7,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$6,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-05-31	$30,613
Other income not declared elsewhere	2012-05-31	$89,323
Administrative expenses (other) incurred	2012-05-31	$28,778
Liabilities. Value of operating payables at end of year	2012-05-31	$3,841
Liabilities. Value of operating payables at beginning of year	2012-05-31	$1,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$2,851,263
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$67,653,649
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$64,802,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$1,618,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$0
Value of interest in pooled separate accounts at end of year	2012-05-31	$29,011,587
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$30,638,569
Interest earned on other investments	2012-05-31	$949,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$52,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$18,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$18,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-05-31	$36,369,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$33,733,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$48,000
Net investment gain/loss from pooled separate accounts	2012-05-31	$-1,948,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$4,528,836
Employer contributions (assets) at end of year	2012-05-31	$516,610
Employer contributions (assets) at beginning of year	2012-05-31	$364,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$3,954,057
Contract administrator fees	2012-05-31	$23,700
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2012-05-31	205861398
2011 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$32,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$4,449
Total income from all sources (including contributions)	2011-05-31	$11,473,285
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$3,543,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$3,488,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$4,449,890
Value of total assets at end of year	2011-05-31	$64,834,951
Value of total assets at beginning of year	2011-05-31	$56,877,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$55,532
Total interest from all sources	2011-05-31	$986,550
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Administrative expenses professional fees incurred	2011-05-31	$6,865
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$746,871
Participant contributions at end of year	2011-05-31	$73,739
Participant contributions at beginning of year	2011-05-31	$62,491
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$31,490
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$6,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-05-31	$6,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-05-31	$30,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-05-31	$4,449
Other income not declared elsewhere	2011-05-31	$61,467
Administrative expenses (other) incurred	2011-05-31	$35,467
Liabilities. Value of operating payables at end of year	2011-05-31	$1,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$7,929,538
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$64,802,386
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$56,872,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in pooled separate accounts at end of year	2011-05-31	$30,638,569
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$23,481,179
Interest earned on other investments	2011-05-31	$986,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$18,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$33,733,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$32,992,609
Net investment gain/loss from pooled separate accounts	2011-05-31	$5,975,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$3,671,529
Employer contributions (assets) at end of year	2011-05-31	$364,255
Employer contributions (assets) at beginning of year	2011-05-31	$334,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$3,488,215
Contract administrator fees	2011-05-31	$13,200
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2011-05-31	205861398
2010 : IBEW LU-1141 RETIREMENT & 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for IBEW LU-1141 RETIREMENT & 401(K) PLAN

2022: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Multi-employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	Yes
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Multi-employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	Yes
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Multi-employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	Yes
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Multi-employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	Yes
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Multi-employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	Yes
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Multi-employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	Yes
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Multi-employer plan
2016-06-01	Submission has been amended	Yes
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	Yes
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Multi-employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	Yes
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Multi-employer plan
2014-06-01	Submission has been amended	Yes
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	Yes
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Multi-employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	Yes
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: IBEW LU-1141 RETIREMENT & 401(K) PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780838-01

Policy instance

Insurance contract or identification number	780838-01
Number of Individuals Covered	983
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61871

Policy instance

Insurance contract or identification number	MR 61871
Number of Individuals Covered	2110
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61871

Policy instance

Insurance contract or identification number	MR 61871
Number of Individuals Covered	2105
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61871

Policy instance

Insurance contract or identification number	MR 61871
Number of Individuals Covered	1983
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61871

Policy instance

Insurance contract or identification number	MR 61871
Number of Individuals Covered	1764
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61871

Policy instance

Insurance contract or identification number	MR 61871
Number of Individuals Covered	1607
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61871

Policy instance

Insurance contract or identification number	MR 61871
Number of Individuals Covered	1652
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37995-001

Policy instance

Insurance contract or identification number	37995-001
Number of Individuals Covered	0
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37995-001

Policy instance

Insurance contract or identification number	37995-001
Number of Individuals Covered	1543
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $15,000
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	15000
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO WEALTH BROKGE INS AGCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37995-001

Policy instance

Insurance contract or identification number	37995-001
Insurance policy start date	2013-06-01
Insurance policy end date	2014-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,000
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10000
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO WEALTH BROKGE INS AGCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37995-001

Policy instance

Insurance contract or identification number	37995-001
Number of Individuals Covered	1561
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,000
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10000
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	WELLS FARGO WEALTH BROKGE INS AGCY

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37995-001

Policy instance

Insurance contract or identification number	37995-001
Number of Individuals Covered	1609
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,000
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

37995-001

Policy instance

Insurance contract or identification number	37995-001
Number of Individuals Covered	1376
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,000
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	IBEW LU-1141 PENSION TRUST
Employer identification number (EIN):	736109391
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors