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ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:ORANGE COUNTY IBEW-NECA BOARD OF TRUSTEES
Employer identification number (EIN):760759816
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01NEAL LAUZON2023-04-09 TOM GELLER2023-04-09
0012020-07-01NEAL LAUZON2022-03-13 TOM GELLER2022-03-13
0012019-07-01NEAL LAUZON2021-04-08 TODD PERRY2021-04-08
0012018-07-01NEAL LAUZON2020-03-16 TOM GELLE2020-03-16
0012017-07-01RICHARD SAMANIEGO2019-02-25 STEPHEN E. BROWN2019-04-07
0012016-07-01
0012015-07-01RICHARD SAMANIEGO
0012014-07-01RICHARD SAMANIEGO
0012013-07-01RICHARD SAMANIEGO
0012012-07-01DOUGLAS CHAPPELL
0012011-07-01DOUGLAS CHAPPELL
0012010-07-01DOUGLAS CHAPPELL
0012009-07-01 STEPHEN BROWN2011-03-30
0012009-07-01DOUGLAS CHAPPELL STEPHEN BROWN2011-04-05

Plan Statistics for ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2021: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-015,270
Total number of active participants reported on line 7a of the Form 55002021-07-015,470
Number of retired or separated participants receiving benefits2021-07-0119
Number of other retired or separated participants entitled to future benefits2021-07-0147
Total of all active and inactive participants2021-07-015,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-015,538
Number of participants with account balances2021-07-014,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-01411
2020: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-015,082
Total number of active participants reported on line 7a of the Form 55002020-07-015,205
Number of retired or separated participants receiving benefits2020-07-0115
Number of other retired or separated participants entitled to future benefits2020-07-0150
Total of all active and inactive participants2020-07-015,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-015,270
Number of participants with account balances2020-07-013,992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-01401
2019: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-015,002
Total number of active participants reported on line 7a of the Form 55002019-07-015,016
Number of retired or separated participants receiving benefits2019-07-0117
Number of other retired or separated participants entitled to future benefits2019-07-0148
Total of all active and inactive participants2019-07-015,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-015,082
Number of participants with account balances2019-07-013,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-01327
2018: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-014,705
Total number of active participants reported on line 7a of the Form 55002018-07-014,916
Number of retired or separated participants receiving benefits2018-07-019
Number of other retired or separated participants entitled to future benefits2018-07-0148
Total of all active and inactive participants2018-07-014,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-014,976
Number of participants with account balances2018-07-013,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-01505
2017: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-014,576
Total number of active participants reported on line 7a of the Form 55002017-07-014,655
Number of retired or separated participants receiving benefits2017-07-0113
Number of other retired or separated participants entitled to future benefits2017-07-0136
Total of all active and inactive participants2017-07-014,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-014,705
Number of participants with account balances2017-07-013,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-01447
2016: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-014,435
Total number of active participants reported on line 7a of the Form 55002016-07-014,530
Number of retired or separated participants receiving benefits2016-07-0111
Number of other retired or separated participants entitled to future benefits2016-07-0133
Total of all active and inactive participants2016-07-014,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-014,576
Number of participants with account balances2016-07-013,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-01397
2015: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-014,204
Total number of active participants reported on line 7a of the Form 55002015-07-014,395
Number of retired or separated participants receiving benefits2015-07-016
Number of other retired or separated participants entitled to future benefits2015-07-0132
Total of all active and inactive participants2015-07-014,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-014,435
Number of participants with account balances2015-07-013,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-01296
2014: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-014,133
Total number of active participants reported on line 7a of the Form 55002014-07-014,169
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-0129
Total of all active and inactive participants2014-07-014,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-014,203
Number of participants with account balances2014-07-012,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-01221
2013: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-014,002
Total number of active participants reported on line 7a of the Form 55002013-07-014,101
Number of retired or separated participants receiving benefits2013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-014,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-014,133
Number of participants with account balances2013-07-012,839
Number of employers contributing to the scheme2013-07-01283
2012: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-013,938
Total number of active participants reported on line 7a of the Form 55002012-07-013,971
Number of retired or separated participants receiving benefits2012-07-014
Number of other retired or separated participants entitled to future benefits2012-07-0126
Total of all active and inactive participants2012-07-014,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-014,002
Number of participants with account balances2012-07-012,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-01323
2011: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-014,293
Total number of active participants reported on line 7a of the Form 55002011-07-013,911
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0126
Total of all active and inactive participants2011-07-013,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-013,938
Number of participants with account balances2011-07-012,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
Number of employers contributing to the scheme2011-07-01308
2010: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-014,297
Total number of active participants reported on line 7a of the Form 55002010-07-014,265
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-0127
Total of all active and inactive participants2010-07-014,293
Total participants2010-07-014,293
Number of participants with account balances2010-07-013,100
Number of employers contributing to the scheme2010-07-01259
2009: ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-014,127
Total number of active participants reported on line 7a of the Form 55002009-07-014,297
Total of all active and inactive participants2009-07-014,297
Total participants2009-07-014,297
Number of participants with account balances2009-07-013,019
Number of employers contributing to the scheme2009-07-01285

Financial Data on ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$86,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$112,183
Total income from all sources (including contributions)2022-06-30$-25,742,332
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$7,416,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$6,552,854
Expenses. Certain deemed distributions of participant loans2022-06-30$509,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$13,377,504
Value of total assets at end of year2022-06-30$228,534,549
Value of total assets at beginning of year2022-06-30$261,719,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$354,057
Total interest from all sources2022-06-30$560,483
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$21,576,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$21,576,263
Administrative expenses professional fees incurred2022-06-30$35,454
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$7,162,701
Participant contributions at beginning of year2022-06-30$6,348,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$6,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$22,949
Other income not declared elsewhere2022-06-30$3,385
Administrative expenses (other) incurred2022-06-30$220,443
Liabilities. Value of operating payables at end of year2022-06-30$86,437
Liabilities. Value of operating payables at beginning of year2022-06-30$112,183
Total non interest bearing cash at end of year2022-06-30$191,103
Total non interest bearing cash at beginning of year2022-06-30$163,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-33,158,781
Value of net assets at end of year (total assets less liabilities)2022-06-30$228,448,112
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$261,606,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$46,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$206,138,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$242,257,139
Interest on participant loans2022-06-30$305,459
Interest earned on other investments2022-06-30$253,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,245,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,163,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,163,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$11,923,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$9,984,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-61,259,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$13,377,504
Employer contributions (assets) at end of year2022-06-30$1,866,535
Employer contributions (assets) at beginning of year2022-06-30$1,779,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$6,552,854
Contract administrator fees2022-06-30$51,660
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2022-06-30562552172
2021 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$112,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$105,413
Total income from all sources (including contributions)2021-06-30$74,409,975
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$11,154,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$10,347,311
Expenses. Certain deemed distributions of participant loans2021-06-30$340,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$12,729,150
Value of total assets at end of year2021-06-30$261,719,076
Value of total assets at beginning of year2021-06-30$198,456,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$466,322
Total interest from all sources2021-06-30$618,525
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$6,223,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$6,223,045
Administrative expenses professional fees incurred2021-06-30$42,471
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$12,662,243
Amount contributed by the employer to the plan for this plan year2021-06-30$12,662,243
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$6,348,040
Participant contributions at beginning of year2021-06-30$6,179,951
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$66,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$22,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$3,760
Other income not declared elsewhere2021-06-30$2,779
Administrative expenses (other) incurred2021-06-30$327,041
Liabilities. Value of operating payables at end of year2021-06-30$112,183
Liabilities. Value of operating payables at beginning of year2021-06-30$105,413
Total non interest bearing cash at end of year2021-06-30$163,597
Total non interest bearing cash at beginning of year2021-06-30$610,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$63,255,699
Value of net assets at end of year (total assets less liabilities)2021-06-30$261,606,893
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$198,351,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$45,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$242,257,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$179,924,207
Interest on participant loans2021-06-30$325,063
Interest earned on other investments2021-06-30$291,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,163,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$626,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$626,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$2,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$9,984,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$9,357,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$54,836,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$12,662,243
Employer contributions (assets) at end of year2021-06-30$1,779,342
Employer contributions (assets) at beginning of year2021-06-30$1,753,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$10,347,311
Contract administrator fees2021-06-30$51,310
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2021-06-30562252172
2020 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$105,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$218,078
Total income from all sources (including contributions)2020-06-30$20,128,565
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$6,079,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$5,023,485
Expenses. Certain deemed distributions of participant loans2020-06-30$640,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$13,676,471
Value of total assets at end of year2020-06-30$198,456,607
Value of total assets at beginning of year2020-06-30$184,520,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$415,547
Total interest from all sources2020-06-30$580,518
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$5,380,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$5,380,200
Administrative expenses professional fees incurred2020-06-30$36,257
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$6,179,951
Participant contributions at beginning of year2020-06-30$5,687,747
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$11,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$3,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$3,372
Other income not declared elsewhere2020-06-30$2,851
Administrative expenses (other) incurred2020-06-30$283,320
Liabilities. Value of operating payables at end of year2020-06-30$105,413
Liabilities. Value of operating payables at beginning of year2020-06-30$218,078
Total non interest bearing cash at end of year2020-06-30$610,651
Total non interest bearing cash at beginning of year2020-06-30$102,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$14,049,165
Value of net assets at end of year (total assets less liabilities)2020-06-30$198,351,194
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$184,302,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$46,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$179,924,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$169,091,013
Interest on participant loans2020-06-30$345,395
Interest earned on other investments2020-06-30$231,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$626,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,549,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,549,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$3,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$9,357,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$6,180,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$488,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$13,665,088
Employer contributions (assets) at end of year2020-06-30$1,753,723
Employer contributions (assets) at beginning of year2020-06-30$1,904,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$5,023,485
Contract administrator fees2020-06-30$49,680
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2020-06-30562252172
2019 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$218,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$169,898
Total income from all sources (including contributions)2019-06-30$24,546,397
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$5,816,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,957,271
Expenses. Certain deemed distributions of participant loans2019-06-30$547,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$13,772,314
Value of total assets at end of year2019-06-30$184,520,107
Value of total assets at beginning of year2019-06-30$165,741,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$311,555
Total interest from all sources2019-06-30$497,094
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$3,052,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$3,052,687
Administrative expenses professional fees incurred2019-06-30$29,519
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$13,661,506
Amount contributed by the employer to the plan for this plan year2019-06-30$13,661,506
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$5,687,747
Participant contributions at beginning of year2019-06-30$5,135,695
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$110,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$3,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$3,776
Other income not declared elsewhere2019-06-30$296,162
Administrative expenses (other) incurred2019-06-30$186,274
Liabilities. Value of operating payables at end of year2019-06-30$218,078
Liabilities. Value of operating payables at beginning of year2019-06-30$169,898
Total non interest bearing cash at end of year2019-06-30$102,759
Total non interest bearing cash at beginning of year2019-06-30$91,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$18,730,178
Value of net assets at end of year (total assets less liabilities)2019-06-30$184,302,029
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$165,571,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$46,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$169,091,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$151,885,766
Interest on participant loans2019-06-30$292,358
Interest earned on other investments2019-06-30$202,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,549,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,592,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,592,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$2,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$6,180,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$5,579,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$6,928,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$13,661,506
Employer contributions (assets) at end of year2019-06-30$1,904,853
Employer contributions (assets) at beginning of year2019-06-30$1,452,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,957,271
Contract administrator fees2019-06-30$49,680
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2019-06-30562552172
2018 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$169,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$95,673
Total income from all sources (including contributions)2018-06-30$24,508,182
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$5,038,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,232,098
Expenses. Certain deemed distributions of participant loans2018-06-30$640,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$11,395,113
Value of total assets at end of year2018-06-30$165,741,749
Value of total assets at beginning of year2018-06-30$146,197,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$165,827
Total interest from all sources2018-06-30$412,043
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$5,752,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$5,752,572
Administrative expenses professional fees incurred2018-06-30$22,918
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$11,395,113
Amount contributed by the employer to the plan for this plan year2018-06-30$11,395,113
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$5,135,695
Participant contributions at beginning of year2018-06-30$4,456,062
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$40,419
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$3,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$3,039
Other income not declared elsewhere2018-06-30$376,494
Administrative expenses (other) incurred2018-06-30$49,833
Liabilities. Value of operating payables at end of year2018-06-30$169,898
Liabilities. Value of operating payables at beginning of year2018-06-30$95,673
Total non interest bearing cash at end of year2018-06-30$91,542
Total non interest bearing cash at beginning of year2018-06-30$536,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$19,469,768
Value of net assets at end of year (total assets less liabilities)2018-06-30$165,571,851
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$146,102,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$45,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$151,885,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$134,290,142
Interest on participant loans2018-06-30$240,793
Interest earned on other investments2018-06-30$167,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,592,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$752,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$752,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$3,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$5,579,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$5,003,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$6,571,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$11,354,694
Employer contributions (assets) at end of year2018-06-30$1,452,704
Employer contributions (assets) at beginning of year2018-06-30$1,156,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,232,098
Contract administrator fees2018-06-30$47,760
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2018-06-30562552172
2017 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$95,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$69,608
Total income from all sources (including contributions)2017-06-30$28,395,253
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$4,740,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,948,346
Expenses. Certain deemed distributions of participant loans2017-06-30$367,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,683,203
Value of total assets at end of year2017-06-30$146,197,756
Value of total assets at beginning of year2017-06-30$122,517,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$425,477
Total interest from all sources2017-06-30$334,511
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$4,596,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$4,596,161
Administrative expenses professional fees incurred2017-06-30$33,113
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$4,456,062
Participant contributions at beginning of year2017-06-30$4,244,973
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$9,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$3,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,982
Other income not declared elsewhere2017-06-30$279,223
Administrative expenses (other) incurred2017-06-30$299,709
Liabilities. Value of operating payables at end of year2017-06-30$95,673
Liabilities. Value of operating payables at beginning of year2017-06-30$69,608
Total non interest bearing cash at end of year2017-06-30$536,177
Total non interest bearing cash at beginning of year2017-06-30$162,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$23,654,392
Value of net assets at end of year (total assets less liabilities)2017-06-30$146,102,083
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$122,447,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$44,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$134,290,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$111,546,926
Interest on participant loans2017-06-30$200,110
Interest earned on other investments2017-06-30$131,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$752,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$809,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$809,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$2,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$5,003,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$4,659,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$13,502,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$9,673,547
Employer contributions (assets) at end of year2017-06-30$1,156,026
Employer contributions (assets) at beginning of year2017-06-30$1,090,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,948,346
Contract administrator fees2017-06-30$47,760
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2017-06-30562552172
2016 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$69,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$71,022
Total income from all sources (including contributions)2016-06-30$7,414,019
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,788,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,129,690
Expenses. Certain deemed distributions of participant loans2016-06-30$282,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,169,938
Value of total assets at end of year2016-06-30$122,517,299
Value of total assets at beginning of year2016-06-30$118,893,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$376,728
Total interest from all sources2016-06-30$326,999
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$5,346,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$5,346,647
Administrative expenses professional fees incurred2016-06-30$37,246
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$8,169,938
Amount contributed by the employer to the plan for this plan year2016-06-30$8,169,938
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$4,244,973
Participant contributions at beginning of year2016-06-30$3,898,988
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$82,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$4,300
Other income not declared elsewhere2016-06-30$277,393
Administrative expenses (other) incurred2016-06-30$250,708
Liabilities. Value of operating payables at end of year2016-06-30$69,608
Liabilities. Value of operating payables at beginning of year2016-06-30$71,022
Total non interest bearing cash at end of year2016-06-30$162,692
Total non interest bearing cash at beginning of year2016-06-30$266,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$3,625,587
Value of net assets at end of year (total assets less liabilities)2016-06-30$122,447,691
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$118,822,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$42,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$111,546,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$109,290,770
Interest on participant loans2016-06-30$176,233
Interest earned on other investments2016-06-30$147,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$809,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$659,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$659,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$4,659,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$4,004,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-6,706,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,087,553
Employer contributions (assets) at end of year2016-06-30$1,090,327
Employer contributions (assets) at beginning of year2016-06-30$768,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,129,690
Contract administrator fees2016-06-30$45,900
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2016-06-30562552172
2015 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$71,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$71,769
Total income from all sources (including contributions)2015-06-30$10,386,546
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,004,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,177,730
Expenses. Certain deemed distributions of participant loans2015-06-30$635,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,424,835
Value of total assets at end of year2015-06-30$118,893,126
Value of total assets at beginning of year2015-06-30$112,512,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$191,118
Total interest from all sources2015-06-30$272,885
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$4,079,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$4,079,430
Administrative expenses professional fees incurred2015-06-30$38,242
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$6,424,835
Amount contributed by the employer to the plan for this plan year2015-06-30$6,424,835
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$3,898,988
Participant contributions at beginning of year2015-06-30$3,588,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$4,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$3,826
Other income not declared elsewhere2015-06-30$297,522
Administrative expenses (other) incurred2015-06-30$64,350
Liabilities. Value of operating payables at end of year2015-06-30$71,022
Liabilities. Value of operating payables at beginning of year2015-06-30$71,769
Total non interest bearing cash at end of year2015-06-30$266,956
Total non interest bearing cash at beginning of year2015-06-30$265,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$6,381,834
Value of net assets at end of year (total assets less liabilities)2015-06-30$118,822,104
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$112,440,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$42,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$109,290,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$103,816,540
Interest on participant loans2015-06-30$160,151
Interest earned on other investments2015-06-30$110,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$659,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$669,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$669,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$4,004,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,337,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-688,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,424,835
Employer contributions (assets) at end of year2015-06-30$768,487
Employer contributions (assets) at beginning of year2015-06-30$830,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,177,730
Contract administrator fees2015-06-30$45,900
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2015-06-30562552172
2014 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$71,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$61,853
Total income from all sources (including contributions)2014-06-30$24,160,192
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$3,960,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,260,865
Expenses. Certain deemed distributions of participant loans2014-06-30$531,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,994,058
Value of total assets at end of year2014-06-30$112,512,039
Value of total assets at beginning of year2014-06-30$92,302,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$168,700
Total interest from all sources2014-06-30$222,901
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$2,789,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$2,789,320
Administrative expenses professional fees incurred2014-06-30$36,421
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$5,994,058
Amount contributed by the employer to the plan for this plan year2014-06-30$5,994,058
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$3,588,500
Participant contributions at beginning of year2014-06-30$3,530,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$3,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$3,347
Other income not declared elsewhere2014-06-30$232,746
Administrative expenses (other) incurred2014-06-30$44,116
Liabilities. Value of operating payables at end of year2014-06-30$71,769
Liabilities. Value of operating payables at beginning of year2014-06-30$61,853
Total non interest bearing cash at end of year2014-06-30$265,731
Total non interest bearing cash at beginning of year2014-06-30$242,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$20,199,471
Value of net assets at end of year (total assets less liabilities)2014-06-30$112,440,270
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$92,240,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$41,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$103,816,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$84,517,514
Interest on participant loans2014-06-30$145,084
Interest earned on other investments2014-06-30$77,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$669,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$618,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$618,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,337,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,724,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$14,921,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,994,058
Employer contributions (assets) at end of year2014-06-30$830,580
Employer contributions (assets) at beginning of year2014-06-30$666,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,260,865
Contract administrator fees2014-06-30$46,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2014-06-30562552172
2013 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$61,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$64,858
Total income from all sources (including contributions)2013-06-30$16,689,165
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$3,780,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,202,604
Expenses. Certain deemed distributions of participant loans2013-06-30$398,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,315,403
Value of total assets at end of year2013-06-30$92,302,652
Value of total assets at beginning of year2013-06-30$79,396,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$179,288
Total interest from all sources2013-06-30$209,418
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,593,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,593,534
Administrative expenses professional fees incurred2013-06-30$39,833
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$5,315,403
Amount contributed by the employer to the plan for this plan year2013-06-30$5,315,403
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$3,530,093
Participant contributions at beginning of year2013-06-30$2,823,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$3,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$2,758
Other income not declared elsewhere2013-06-30$111,477
Administrative expenses (other) incurred2013-06-30$44,629
Liabilities. Value of operating payables at end of year2013-06-30$61,853
Liabilities. Value of operating payables at beginning of year2013-06-30$64,858
Total non interest bearing cash at end of year2013-06-30$242,924
Total non interest bearing cash at beginning of year2013-06-30$163,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$12,909,079
Value of net assets at end of year (total assets less liabilities)2013-06-30$92,240,799
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$79,331,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$40,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$84,517,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$72,503,827
Interest on participant loans2013-06-30$131,786
Interest earned on other investments2013-06-30$73,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$618,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$552,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$552,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$4,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,724,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,810,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$9,459,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,315,403
Employer contributions (assets) at end of year2013-06-30$666,293
Employer contributions (assets) at beginning of year2013-06-30$539,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,202,604
Contract administrator fees2013-06-30$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2013-06-30562552172
2012 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$64,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$78,277
Total income from all sources (including contributions)2012-06-30$4,538,881
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,975,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,300,386
Expenses. Certain deemed distributions of participant loans2012-06-30$506,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,566,834
Value of total assets at end of year2012-06-30$79,396,578
Value of total assets at beginning of year2012-06-30$77,846,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$168,220
Total interest from all sources2012-06-30$174,971
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,139,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,139,137
Administrative expenses professional fees incurred2012-06-30$20,784
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$4,566,834
Amount contributed by the employer to the plan for this plan year2012-06-30$4,566,834
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$2,823,436
Participant contributions at beginning of year2012-06-30$2,305,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$2,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$2,605
Other income not declared elsewhere2012-06-30$90,998
Administrative expenses (other) incurred2012-06-30$72,206
Liabilities. Value of operating payables at end of year2012-06-30$64,858
Liabilities. Value of operating payables at beginning of year2012-06-30$78,277
Total non interest bearing cash at end of year2012-06-30$163,971
Total non interest bearing cash at beginning of year2012-06-30$290,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,563,500
Value of net assets at end of year (total assets less liabilities)2012-06-30$79,331,720
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$77,768,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$40,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$72,503,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$72,462,273
Interest on participant loans2012-06-30$110,583
Interest earned on other investments2012-06-30$62,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$552,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$326,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$326,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,810,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,918,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,433,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,566,834
Employer contributions (assets) at end of year2012-06-30$539,579
Employer contributions (assets) at beginning of year2012-06-30$540,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,300,386
Contract administrator fees2012-06-30$35,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2012-06-30562552172
2011 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$32,658,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$78,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$84,455
Total income from all sources (including contributions)2011-06-30$18,294,274
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,567,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,090,803
Expenses. Certain deemed distributions of participant loans2011-06-30$328,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,352,881
Value of total assets at end of year2011-06-30$77,846,497
Value of total assets at beginning of year2011-06-30$29,467,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$148,422
Total interest from all sources2011-06-30$158,562
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$1,035,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$1,035,336
Administrative expenses professional fees incurred2011-06-30$29,284
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$4,352,881
Amount contributed by the employer to the plan for this plan year2011-06-30$4,352,881
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$2,305,680
Participant contributions at beginning of year2011-06-30$460,266
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$2,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$153,040
Other income not declared elsewhere2011-06-30$34,912
Administrative expenses (other) incurred2011-06-30$42,660
Liabilities. Value of operating payables at end of year2011-06-30$78,277
Liabilities. Value of operating payables at beginning of year2011-06-30$84,455
Total non interest bearing cash at end of year2011-06-30$290,421
Total non interest bearing cash at beginning of year2011-06-30$226,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$15,726,415
Value of net assets at end of year (total assets less liabilities)2011-06-30$77,768,220
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$29,382,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$40,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$72,462,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$27,062,580
Interest on participant loans2011-06-30$66,564
Interest earned on other investments2011-06-30$89,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$326,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$422,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$422,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,918,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$573,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$12,712,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,352,881
Employer contributions (assets) at end of year2011-06-30$540,656
Employer contributions (assets) at beginning of year2011-06-30$568,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,090,803
Contract administrator fees2011-06-30$36,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30INEICH & COMPANY, LLP
Accountancy firm EIN2011-06-30562552172
2010 : ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$4,943,939
Amount contributed by the employer to the plan for this plan year2010-06-30$4,943,939

Form 5500 Responses for ORANGE COUNTY IBEW-NECA ELECTRICAL WORKERS DEFINED CONTRIBUTION PENSION PLAN

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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered5538
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered5270
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered5082
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered4976
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered4705
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered4435
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered4203
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered4133
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered4002
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered3938
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60032
Policy instance 1
Insurance contract or identification numberMR 60032
Number of Individuals Covered4293
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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