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Company:
IBEW Seventh District

Plan:
IBEW Seventh District Retirement Benefit Trust Fund
 
Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2011 — 12/31/2011
Effective Date of Plan 06/01/1978
Net Assets as of 12/31/2011 $43,615,615
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? No
Plan Funding Arrangement Trust
Plan Benefit Arrangement Trust

Participant Information as of 12/31/2011
Active (Eligible) Participants 2,602
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Subtotal 2,602
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Total 2,602
Total number of participants as of 01/01/2011 2,586
Number of participants with account balances 2,287
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address 418 S. Polk, Suite 200
Amarillo, TX 79101
Telephone (806) 372-3470
EIN 75-1679061
Industry Code 238210
Named Administrator J. P. Mills
Named Plan Sponsor J. P. Mills

Plan Administrator Information
Administrator Name Ibew Seventh District
Address 418 S. Polk, Suite 200
Amarillo, TX 79101
Telephone (806) 372-3470
Administrator EIN 75-1679061

Audit Information
Audit Status Audited
Auditor Stewart, Martin, Dudley, & Webb, Pc
Auditor EIN 75-2290093
Audit Opinion Unqualified
Audit Type Full Audit

Benefits Provided Under the Plan
Code Benefit Description
2C Money purchase A pension plan, other than a target benefit plan that requires a fixed percentage of compensation to be contributed to each eligible employee.

  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? No  
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?