Home   >   IBEW Local 613 & Contributing Employers Defined Contribution Pension Plan  >  Form 5500
   Basic Info | Financials | Service Providers | Investments | Insurance Information

Company:
Board of Trustees IBEW Local 613 & Contributing Employers Defined Contribution Pension Plan

Plan:
IBEW Local 613 & Contributing Employers Defined Contribution Pension Plan
Print Complete 5500 Print Complete 5500
 
Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2011 — 12/31/2011
Effective Date of Plan 01/01/1994
Net Assets as of 12/31/2011 $289,599,506
Plan Number 1
Plan Type Multi-Employer
Is the plan collectively bargained? Yes
Did the plan file for an extension of time or the DFVC Program? Yes
Plan Funding Arrangement Trust
Plan Benefit Arrangement Trust

Participant Information as of 12/31/2011
Active (Eligible) Participants 4,277
Retired or separated participants receiving benefits 11
Other retired or separated participants entitled to future benefits 388
Subtotal 4,676
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 7
Total 4,683
Total number of participants as of 01/01/2011 4,194
Number of participants with account balances 4,299
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 7

Plan Sponsor Information
Address 2187 Northlake Parkway, Ste 106
Tucker, GA 30084
Telephone (770) 934-3953
EIN 58-1577291
Industry Code 238210
Named Administrator Gene O Kelley
Named Plan Sponsor Gene O Kelley

Plan Administrator Information
Administrator Name Borad of Trustees Ibew Local 613 & Contrib Employers Defined Contr
Address 2187 Northlake Parkway, Ste 106
Tucker, GA 30084
Telephone (770) 934-3953
Administrator EIN 58-1577291

Audit Information
Audit Status Audited
Auditor Dennis G. Jenkins, Cpa,LLC
Auditor EIN 20-5886120
Audit Opinion Unqualified
Audit Type Full Audit

Benefits Provided Under the Plan
Code Benefit Description
2A Age/Service Weighted or New Comparability or Similar Plan Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New Comparability or Similar Plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the threshold or additional rate allowed under the permitted disparity rules of section 401(l)

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $500,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? Yes  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
12. Has the plan failed to provide any benefit when due under the plan? No  
13. If this is an individual account plan, was there a blackout period?    
14. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3?