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Home   >   International Brotherhood of Electrical Workers Local Unions Savings and Retirement Plan  >  Form 5500
   Basic Info | Financials | Service Providers | Investments | Insurance Information

Company:
IBEW Local 827

Plan:
International Brotherhood of Electrical Workers Local Unions Savings and Retirement Plan
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Plan Information
Plan Year 01/01/2010 — 12/31/2010
Effective Date of Plan 01/01/1988
Net Assets as of 12/31/2010 $107,075,916
Plan Number 49
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 Insurance
Trust
Plan Benefit Arrangement Insurance
Trust

Participant Information as of 12/31/2010
Active (Eligible) Participants 262
Retired or separated participants receiving benefits 87
Other retired or separated participants entitled to future benefits 1,570
Subtotal 1,919
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 6
Total 1,925
Total number of participants as of 01/01/2010 2,134
Number of participants with account balances 1,925
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address 263 Ward Street
East Windsor, NJ 08520
Telephone (609) 443-4100
EIN 22-1151765
Industry Code 813930
Named Administrator Denis Cardone

Plan Administrator Information
Administrator Name Scarborough Securities Corporation
Address One Bridge Street
Suite 70
Irvington, NY 10533
Telephone (914) 591-9200
Administrator EIN 13-3958086

Audit Information
Audit Status Audited
Auditor Crowe Horwath LLP
Auditor EIN 35-0921680
Audit Opinion Disclaimer
Audit Type Limited Scope Audit

Benefits Provided Under the Plan
Code Benefit Description
2G 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.
3C Plan not intended to be qualified A plan not intended to be qualified under Code sections 401, 403, or 408.

  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? No  
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?