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I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION NO. 444 PENSION PLAN
Plan identification number 001

I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF ELECTRICAL UNION WORKERS LOCAL UNION 444 has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL BROTHERHOOD OF ELECTRICAL UNION WORKERS LOCAL UNION 444
Employer identification number (EIN):736153191
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01KIM EGGEBRAATEN2018-12-05
0012017-06-01KIM EGGEBRAATEN
0012016-06-01
0012016-06-01ARASELY VALDEZ2017-12-22
0012015-06-01
0012015-06-01
0012014-06-01J. SCOTT HOPKINS
0012013-06-01J. SCOTT HOPKINS
0012012-06-01J. SCOTT HOPKINS
0012011-06-01J. SCOTT HOPKINS
0012010-06-01J. SCOTT HOPKINS
0012009-06-01J. SCOTT HOPKINS
0012009-06-01J. SCOTT HOPKINS
0012008-06-01J. SCOTT HOPKINS

Plan Statistics for I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN

Measure Date Value
2021: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-0160
Total number of active participants reported on line 7a of the Form 55002021-06-0155
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-019
Total of all active and inactive participants2021-06-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-0164
Number of participants with account balances2021-06-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
Number of employers contributing to the scheme2021-06-017
2020: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-0159
Total number of active participants reported on line 7a of the Form 55002020-06-0148
Number of retired or separated participants receiving benefits2020-06-011
Number of other retired or separated participants entitled to future benefits2020-06-015
Total of all active and inactive participants2020-06-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-0154
Number of participants with account balances2020-06-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
Number of employers contributing to the scheme2020-06-017
2019: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-0165
Total number of active participants reported on line 7a of the Form 55002019-06-0149
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-0113
Total of all active and inactive participants2019-06-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-0162
Number of participants with account balances2019-06-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
Number of employers contributing to the scheme2019-06-018
2018: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-0157
Total number of active participants reported on line 7a of the Form 55002018-06-0149
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-0113
Total of all active and inactive participants2018-06-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-0162
Number of participants with account balances2018-06-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
Number of employers contributing to the scheme2018-06-018
2017: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-0154
Total number of active participants reported on line 7a of the Form 55002017-06-0146
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-019
Total of all active and inactive participants2017-06-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-0155
Number of participants with account balances2017-06-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
Number of employers contributing to the scheme2017-06-017
2016: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-0150
Total number of active participants reported on line 7a of the Form 55002016-06-0147
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-017
Total of all active and inactive participants2016-06-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-0154
Number of participants with account balances2016-06-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
Number of employers contributing to the scheme2016-06-016
2015: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-0155
Total number of active participants reported on line 7a of the Form 55002015-06-0144
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-019
Total of all active and inactive participants2015-06-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-0153
Number of participants with account balances2015-06-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
Number of employers contributing to the scheme2015-06-012
2014: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-0184
Total number of active participants reported on line 7a of the Form 55002014-06-0136
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0110
Total of all active and inactive participants2014-06-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-0146
Number of participants with account balances2014-06-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
Number of employers contributing to the scheme2014-06-013
2013: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-0178
Total number of active participants reported on line 7a of the Form 55002013-06-0177
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-011
Total of all active and inactive participants2013-06-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-0178
Number of participants with account balances2013-06-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
Number of employers contributing to the scheme2013-06-010
2012: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-0175
Total number of active participants reported on line 7a of the Form 55002012-06-0174
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-011
Total of all active and inactive participants2012-06-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-0175
Number of participants with account balances2012-06-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
Number of employers contributing to the scheme2012-06-012
2011: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-0177
Total number of active participants reported on line 7a of the Form 55002011-06-0172
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-011
Total of all active and inactive participants2011-06-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0173
Number of participants with account balances2011-06-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
Number of employers contributing to the scheme2011-06-015
2010: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-0182
Total number of active participants reported on line 7a of the Form 55002010-06-0172
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-015
Total of all active and inactive participants2010-06-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-0177
Number of participants with account balances2010-06-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
Number of employers contributing to the scheme2010-06-013
2009: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-0184
Total number of active participants reported on line 7a of the Form 55002009-06-0175
Number of retired or separated participants receiving benefits2009-06-013
Number of other retired or separated participants entitled to future benefits2009-06-012
Total of all active and inactive participants2009-06-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-0180
Number of participants with account balances2009-06-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010
Number of employers contributing to the scheme2009-06-013
2008: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-06-0187
Total number of active participants reported on line 7a of the Form 55002008-06-0177
Number of retired or separated participants receiving benefits2008-06-010
Number of other retired or separated participants entitled to future benefits2008-06-015
Total of all active and inactive participants2008-06-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-06-010
Total participants2008-06-0182
Number of participants with account balances2008-06-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-06-016
Number of employers contributing to the scheme2008-06-012

Financial Data on I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN

Measure Date Value
2022 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2022 401k financial data
Total income from all sources2022-05-31$21,439
Expenses. Total of all expenses incurred2022-05-31$243,596
Benefits paid (including direct rollovers)2022-05-31$241,639
Total plan assets at end of year2022-05-31$4,765,477
Total plan assets at beginning of year2022-05-31$4,987,634
Value of fidelity bond covering the plan2022-05-31$1,000,000
Total contributions received or receivable from participants2022-05-31$55,297
Other income received2022-05-31$-414,843
Net income (gross income less expenses)2022-05-31$-222,157
Net plan assets at end of year (total assets less liabilities)2022-05-31$4,765,477
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$4,987,634
Total contributions received or receivable from employer(s)2022-05-31$380,985
Value of certain deemed distributions of participant loans2022-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$1,957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-05-31$0
2021 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2021 401k financial data
Total income from all sources2021-05-31$1,701,705
Expenses. Total of all expenses incurred2021-05-31$2,122,655
Benefits paid (including direct rollovers)2021-05-31$2,108,234
Total plan assets at end of year2021-05-31$4,987,634
Total plan assets at beginning of year2021-05-31$5,408,584
Value of fidelity bond covering the plan2021-05-31$1,000,000
Total contributions received or receivable from participants2021-05-31$67,120
Contributions received from other sources (not participants or employers)2021-05-31$0
Other income received2021-05-31$1,299,934
Net income (gross income less expenses)2021-05-31$-420,950
Net plan assets at end of year (total assets less liabilities)2021-05-31$4,987,634
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$5,408,584
Total contributions received or receivable from employer(s)2021-05-31$334,651
Value of certain deemed distributions of participant loans2021-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$14,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
2020 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2020 401k financial data
Total income from all sources2020-05-31$824,650
Expenses. Total of all expenses incurred2020-05-31$556,679
Benefits paid (including direct rollovers)2020-05-31$547,526
Total plan assets at end of year2020-05-31$5,408,584
Total plan assets at beginning of year2020-05-31$5,140,613
Value of fidelity bond covering the plan2020-05-31$500,000
Total contributions received or receivable from participants2020-05-31$73,474
Other income received2020-05-31$455,316
Net income (gross income less expenses)2020-05-31$267,971
Net plan assets at end of year (total assets less liabilities)2020-05-31$5,408,584
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$5,140,613
Total contributions received or receivable from employer(s)2020-05-31$295,860
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$9,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-05-31$0
2019 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2019 401k financial data
Total income from all sources2019-05-31$384,617
Expenses. Total of all expenses incurred2019-05-31$217,718
Benefits paid (including direct rollovers)2019-05-31$203,884
Total plan assets at end of year2019-05-31$5,140,613
Total plan assets at beginning of year2019-05-31$4,973,714
Value of fidelity bond covering the plan2019-05-31$500,000
Total contributions received or receivable from participants2019-05-31$138,552
Other income received2019-05-31$58,991
Net income (gross income less expenses)2019-05-31$166,899
Net plan assets at end of year (total assets less liabilities)2019-05-31$5,140,613
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$4,973,714
Total contributions received or receivable from employer(s)2019-05-31$187,074
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$13,834
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
2018 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2018 401k financial data
Total income from all sources2018-05-31$773,009
Expenses. Total of all expenses incurred2018-05-31$530,218
Benefits paid (including direct rollovers)2018-05-31$514,473
Total plan assets at end of year2018-05-31$4,973,714
Total plan assets at beginning of year2018-05-31$4,730,923
Value of fidelity bond covering the plan2018-05-31$500,000
Total contributions received or receivable from participants2018-05-31$41,303
Contributions received from other sources (not participants or employers)2018-05-31$4,301
Other income received2018-05-31$404,777
Net income (gross income less expenses)2018-05-31$242,791
Net plan assets at end of year (total assets less liabilities)2018-05-31$4,973,714
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$4,730,923
Total contributions received or receivable from employer(s)2018-05-31$322,628
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$15,745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
2017 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2017 401k financial data
Total income from all sources2017-05-31$702,497
Expenses. Total of all expenses incurred2017-05-31$348,046
Benefits paid (including direct rollovers)2017-05-31$348,046
Total plan assets at end of year2017-05-31$4,730,923
Total plan assets at beginning of year2017-05-31$4,376,472
Value of fidelity bond covering the plan2017-05-31$500,000
Total contributions received or receivable from participants2017-05-31$20,095
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$427,351
Net income (gross income less expenses)2017-05-31$354,451
Net plan assets at end of year (total assets less liabilities)2017-05-31$4,730,923
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$4,376,472
Total contributions received or receivable from employer(s)2017-05-31$255,051
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$0
2016 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2016 401k financial data
Total income from all sources2016-05-31$284,648
Expenses. Total of all expenses incurred2016-05-31$421,172
Benefits paid (including direct rollovers)2016-05-31$403,972
Total plan assets at end of year2016-05-31$4,376,472
Total plan assets at beginning of year2016-05-31$4,512,996
Value of fidelity bond covering the plan2016-05-31$1,000,000
Total contributions received or receivable from participants2016-05-31$30,776
Other income received2016-05-31$-25,724
Net income (gross income less expenses)2016-05-31$-136,524
Net plan assets at end of year (total assets less liabilities)2016-05-31$4,376,472
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$4,512,996
Total contributions received or receivable from employer(s)2016-05-31$279,596
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$17,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
2015 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-05-31$0
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$462,798
Expenses. Total of all expenses incurred2015-05-31$406,605
Benefits paid (including direct rollovers)2015-05-31$406,605
Total plan assets at end of year2015-05-31$4,512,996
Total plan assets at beginning of year2015-05-31$4,456,803
Value of fidelity bond covering the plan2015-05-31$1,000,000
Total contributions received or receivable from participants2015-05-31$28,373
Expenses. Other expenses not covered elsewhere2015-05-31$0
Contributions received from other sources (not participants or employers)2015-05-31$0
Other income received2015-05-31$210,349
Noncash contributions received2015-05-31$0
Net income (gross income less expenses)2015-05-31$56,193
Net plan assets at end of year (total assets less liabilities)2015-05-31$4,512,996
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$4,456,803
Total contributions received or receivable from employer(s)2015-05-31$224,076
Value of certain deemed distributions of participant loans2015-05-31$0
Value of corrective distributions2015-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
2014 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-05-31$0
Total plan liabilities at end of year2014-05-31$0
Total plan liabilities at beginning of year2014-05-31$0
Total income from all sources2014-05-31$823,354
Expenses. Total of all expenses incurred2014-05-31$244,973
Benefits paid (including direct rollovers)2014-05-31$244,973
Total plan assets at end of year2014-05-31$4,456,803
Total plan assets at beginning of year2014-05-31$3,878,422
Value of fidelity bond covering the plan2014-05-31$1,000,000
Total contributions received or receivable from participants2014-05-31$17,555
Expenses. Other expenses not covered elsewhere2014-05-31$0
Contributions received from other sources (not participants or employers)2014-05-31$0
Other income received2014-05-31$575,926
Noncash contributions received2014-05-31$0
Net income (gross income less expenses)2014-05-31$578,381
Net plan assets at end of year (total assets less liabilities)2014-05-31$4,456,803
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$3,878,422
Total contributions received or receivable from employer(s)2014-05-31$229,873
Value of certain deemed distributions of participant loans2014-05-31$0
Value of corrective distributions2014-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
2013 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-05-31$0
Total plan liabilities at end of year2013-05-31$0
Total plan liabilities at beginning of year2013-05-31$0
Total income from all sources2013-05-31$805,312
Expenses. Total of all expenses incurred2013-05-31$0
Benefits paid (including direct rollovers)2013-05-31$0
Total plan assets at end of year2013-05-31$3,878,422
Total plan assets at beginning of year2013-05-31$3,073,110
Value of fidelity bond covering the plan2013-05-31$1,000,000
Total contributions received or receivable from participants2013-05-31$12,085
Expenses. Other expenses not covered elsewhere2013-05-31$0
Contributions received from other sources (not participants or employers)2013-05-31$0
Other income received2013-05-31$594,523
Noncash contributions received2013-05-31$0
Net income (gross income less expenses)2013-05-31$805,312
Net plan assets at end of year (total assets less liabilities)2013-05-31$3,878,422
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$3,073,110
Total contributions received or receivable from employer(s)2013-05-31$198,704
Value of certain deemed distributions of participant loans2013-05-31$0
Value of corrective distributions2013-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
2012 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-05-31$0
Total plan liabilities at end of year2012-05-31$0
Total plan liabilities at beginning of year2012-05-31$0
Total income from all sources2012-05-31$57,738
Expenses. Total of all expenses incurred2012-05-31$385,097
Benefits paid (including direct rollovers)2012-05-31$385,097
Total plan assets at end of year2012-05-31$3,073,110
Total plan assets at beginning of year2012-05-31$3,400,469
Value of fidelity bond covering the plan2012-05-31$1,000,000
Total contributions received or receivable from participants2012-05-31$18,356
Expenses. Other expenses not covered elsewhere2012-05-31$0
Contributions received from other sources (not participants or employers)2012-05-31$2,110
Other income received2012-05-31$-170,231
Noncash contributions received2012-05-31$0
Net income (gross income less expenses)2012-05-31$-327,359
Net plan assets at end of year (total assets less liabilities)2012-05-31$3,073,110
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$3,400,469
Total contributions received or receivable from employer(s)2012-05-31$207,503
Value of certain deemed distributions of participant loans2012-05-31$0
Value of corrective distributions2012-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
2011 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-05-31$0
Total plan liabilities at beginning of year2011-05-31$0
Total income from all sources2011-05-31$802,350
Expenses. Total of all expenses incurred2011-05-31$176,255
Benefits paid (including direct rollovers)2011-05-31$176,255
Total plan assets at end of year2011-05-31$3,400,469
Total plan assets at beginning of year2011-05-31$2,774,374
Value of fidelity bond covering the plan2011-05-31$1,000,000
Total contributions received or receivable from participants2011-05-31$21,035
Expenses. Other expenses not covered elsewhere2011-05-31$0
Contributions received from other sources (not participants or employers)2011-05-31$0
Other income received2011-05-31$590,448
Noncash contributions received2011-05-31$0
Net income (gross income less expenses)2011-05-31$626,095
Net plan assets at end of year (total assets less liabilities)2011-05-31$3,400,469
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$2,774,374
Total contributions received or receivable from employer(s)2011-05-31$190,867
Value of certain deemed distributions of participant loans2011-05-31$0
Value of corrective distributions2011-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
2010 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0
2009 : I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2009 401k financial data
Transfers to/from the plan2009-05-31$0
Total plan liabilities at end of year2009-05-31$0
Total plan liabilities at beginning of year2009-05-31$0
Total income from all sources2009-05-31$-688,614
Expenses. Total of all expenses incurred2009-05-31$181,951
Benefits paid (including direct rollovers)2009-05-31$181,951
Total plan assets at end of year2009-05-31$2,590,761
Total plan assets at beginning of year2009-05-31$3,461,326
Value of fidelity bond covering the plan2009-05-31$1,000,000
Total contributions received or receivable from participants2009-05-31$13,147
Expenses. Other expenses not covered elsewhere2009-05-31$0
Contributions received from other sources (not participants or employers)2009-05-31$0
Other income received2009-05-31$-891,388
Noncash contributions received2009-05-31$0
Net income (gross income less expenses)2009-05-31$-870,565
Net plan assets at end of year (total assets less liabilities)2009-05-31$2,590,761
Net plan assets at beginning of year (total assets less liabilities)2009-05-31$3,461,326
Total contributions received or receivable from employer(s)2009-05-31$189,627
Value of certain deemed distributions of participant loans2009-05-31$0
Value of corrective distributions2009-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-05-31$0

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN

2021: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedYes
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedYes
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedYes
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Submission has been amendedYes
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes
2008: I.B.E.W. LOCAL UNION NO. 444 PENSION PLAN 2008 form 5500 responses
2008-06-01Type of plan entityMulti-employer plan
2008-06-01Submission has been amendedYes
2008-06-01This submission is the final filingNo
2008-06-01This return/report is a short plan year return/report (less than 12 months)No
2008-06-01Plan is a collectively bargained planYes
2008-06-01Plan funding arrangement – TrustYes
2008-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808277-000
Policy instance 1
Insurance contract or identification number808277-000
Number of Individuals Covered64
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,552
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2552
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808277-000
Policy instance 1
Insurance contract or identification number808277-000
Number of Individuals Covered54
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of fees paid to insurance companyUSD $2,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2486
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808277-000
Policy instance 1
Insurance contract or identification number808277-000
Number of Individuals Covered59
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $2,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2592
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808277-000
Policy instance 1
Insurance contract or identification number808277-000
Number of Individuals Covered53
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of fees paid to insurance companyUSD $2,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2528
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808277-000
Policy instance 1
Insurance contract or identification number808277-000
Number of Individuals Covered55
Total amount of fees paid to insurance companyUSD $15,174
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15174
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameNOVA 401K ASSOCIATES LP

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