Logo

NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 401k Plan overview

Plan NameNORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST
Plan identification number 502

NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS
Employer identification number (EIN):020772989
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01ERIC OSBORN PETE VAVRINEK2018-10-01
5022016-01-01ERIC OSBORN PETE VAVRINEK2017-10-03
5022015-01-01ERIC OSBORN PETE VAVRINEK2016-08-03
5022014-01-01ERIC OSBORN SHAUN MURRAY2015-09-15
5022013-01-01ERIC OSBORN JOHN GRAY2014-08-18
5022012-01-01ERIC OSBORN JOHN GRAY2013-10-07
5022011-01-01ERIC OSBORN JOHN GRAY2012-07-31
5022009-01-01ERIC OSBORN JOHN GRAY2010-10-15

Plan Statistics for NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST

401k plan membership statisitcs for NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST

Measure Date Value
2023: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01605
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of employers contributing to the scheme2023-01-0179
2022: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01593
Total number of active participants reported on line 7a of the Form 55002022-01-01605
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01605
Number of employers contributing to the scheme2022-01-0175
2021: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01579
Total number of active participants reported on line 7a of the Form 55002021-01-01593
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01593
Number of employers contributing to the scheme2021-01-0175
2020: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01448
Total number of active participants reported on line 7a of the Form 55002020-01-01579
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01579
Number of employers contributing to the scheme2020-01-0172
2019: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01448
Total number of active participants reported on line 7a of the Form 55002019-01-01448
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01448
Number of employers contributing to the scheme2019-01-0173
2018: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01586
Total number of active participants reported on line 7a of the Form 55002018-01-01448
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01448
Number of employers contributing to the scheme2018-01-0170
2017: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01579
Total number of active participants reported on line 7a of the Form 55002017-01-01451
Total of all active and inactive participants2017-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01135
Total participants2017-01-01586
Number of employers contributing to the scheme2017-01-0184
2016: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01579
Total number of active participants reported on line 7a of the Form 55002016-01-01579
Total of all active and inactive participants2016-01-01579
Number of employers contributing to the scheme2016-01-0182
2015: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01528
Total number of active participants reported on line 7a of the Form 55002015-01-01579
Total of all active and inactive participants2015-01-01579
Number of employers contributing to the scheme2015-01-0181
2014: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01451
Total number of active participants reported on line 7a of the Form 55002014-01-01528
Total of all active and inactive participants2014-01-01528
Number of employers contributing to the scheme2014-01-0182
2013: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01432
Total number of active participants reported on line 7a of the Form 55002013-01-01451
Total of all active and inactive participants2013-01-01451
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-0175
2012: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01413
Number of retired or separated participants receiving benefits2012-01-01432
Total of all active and inactive participants2012-01-01432
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-0189
2011: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01337
Number of retired or separated participants receiving benefits2011-01-01413
Total of all active and inactive participants2011-01-01413
Total participants2011-01-01413
Number of employers contributing to the scheme2011-01-0187
2009: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01375
Number of retired or separated participants receiving benefits2009-01-01391
Total of all active and inactive participants2009-01-01391
Total participants2009-01-01391
Number of employers contributing to the scheme2009-01-01157

Financial Data on NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST

Measure Date Value
2023 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$1,271,106
Total unrealized appreciation/depreciation of assets2023-12-31$1,271,106
Total transfer of assets from this plan2023-12-31$16,609,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,336,933
Total income from all sources (including contributions)2023-12-31$3,079,354
Total loss/gain on sale of assets2023-12-31$-12,692
Total of all expenses incurred2023-12-31$5,313,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,799,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,588,293
Value of total assets at end of year2023-12-31$0
Value of total assets at beginning of year2023-12-31$20,180,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$513,719
Total interest from all sources2023-12-31$1,341
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$231,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,588,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$3,291,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$619,877
Administrative expenses (other) incurred2023-12-31$283,254
Liabilities. Value of operating payables at beginning of year2023-12-31$37,256
Total non interest bearing cash at beginning of year2023-12-31$399,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-2,234,193
Value of net assets at end of year (total assets less liabilities)2023-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$18,843,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at beginning of year2023-12-31$7,581,895
Investment advisory and management fees2023-12-31$22,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,962,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$712,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$712,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,341
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$31,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at beginning of year2023-12-31$1,230,810
Income. Dividends from common stock2023-12-31$231,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,767,852
Contract administrator fees2023-12-31$16,451
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$679,800
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$1,779
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31Yes
Aggregate proceeds on sale of assets2023-12-31$1,841,050
Aggregate carrying amount (costs) on sale of assets2023-12-31$1,853,742
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TITUS & URBANSKI INC
Accountancy firm EIN2023-12-31341695540
2022 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,310,022
Total unrealized appreciation/depreciation of assets2022-12-31$-1,310,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,336,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,511,582
Total income from all sources (including contributions)2022-12-31$2,713,615
Total loss/gain on sale of assets2022-12-31$288,028
Total of all expenses incurred2022-12-31$5,398,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,081,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,583,201
Value of total assets at end of year2022-12-31$20,180,374
Value of total assets at beginning of year2022-12-31$23,039,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$317,330
Total interest from all sources2022-12-31$538
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$151,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$80,444
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,421,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,291,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,850,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$619,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$631,137
Administrative expenses (other) incurred2022-12-31$201,935
Liabilities. Value of operating payables at end of year2022-12-31$37,256
Liabilities. Value of operating payables at beginning of year2022-12-31$50,245
Total non interest bearing cash at end of year2022-12-31$399,981
Total non interest bearing cash at beginning of year2022-12-31$770,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,684,826
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,843,441
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,528,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$7,581,895
Assets. partnership/joint venture interests at beginning of year2022-12-31$7,778,439
Investment advisory and management fees2022-12-31$19,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,962,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,055,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$712,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$61,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$61,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$538
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$26,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,161,887
Employer contributions (assets) at end of year2022-12-31$1,230,810
Employer contributions (assets) at beginning of year2022-12-31$522,883
Income. Dividends from common stock2022-12-31$151,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,054,555
Contract administrator fees2022-12-31$15,056
Liabilities. Value of benefit claims payable at end of year2022-12-31$679,800
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$830,200
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,779
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$455
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,400,883
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,112,855
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TITUS & URBANSKI INC
Accountancy firm EIN2022-12-31341695540
2021 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$478,886
Total unrealized appreciation/depreciation of assets2021-12-31$478,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,511,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,021,187
Total income from all sources (including contributions)2021-12-31$2,564,413
Total loss/gain on sale of assets2021-12-31$642,531
Total of all expenses incurred2021-12-31$6,028,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,699,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,316,276
Value of total assets at end of year2021-12-31$23,039,849
Value of total assets at beginning of year2021-12-31$26,013,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$328,677
Total interest from all sources2021-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$126,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$80,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,275,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,850,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,468,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$631,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$616,777
Administrative expenses (other) incurred2021-12-31$215,272
Liabilities. Value of operating payables at end of year2021-12-31$50,245
Liabilities. Value of operating payables at beginning of year2021-12-31$42,810
Total non interest bearing cash at end of year2021-12-31$770,499
Total non interest bearing cash at beginning of year2021-12-31$631,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,463,759
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,528,267
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,992,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$7,778,439
Assets. partnership/joint venture interests at beginning of year2021-12-31$7,693,585
Investment advisory and management fees2021-12-31$20,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,055,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,262,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$61,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$261,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$261,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$34
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$24,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$41,173
Employer contributions (assets) at end of year2021-12-31$522,883
Employer contributions (assets) at beginning of year2021-12-31$694,113
Income. Dividends from common stock2021-12-31$126,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,674,680
Contract administrator fees2021-12-31$13,319
Liabilities. Value of benefit claims payable at end of year2021-12-31$830,200
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$361,600
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$455
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,351,224
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,708,693
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TITUS & URBANSKI INC
Accountancy firm EIN2021-12-31341695540
2020 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$998,661
Total unrealized appreciation/depreciation of assets2020-12-31$998,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,021,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,013,480
Total income from all sources (including contributions)2020-12-31$7,554,210
Total loss/gain on sale of assets2020-12-31$983
Total of all expenses incurred2020-12-31$4,266,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,978,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,373,419
Value of total assets at end of year2020-12-31$26,013,213
Value of total assets at beginning of year2020-12-31$22,717,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$287,920
Total interest from all sources2020-12-31$1,148
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$179,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$82,380
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,152,971
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$-126,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,468,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,201,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$616,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$491,854
Administrative expenses (other) incurred2020-12-31$173,325
Liabilities. Value of operating payables at end of year2020-12-31$42,810
Liabilities. Value of operating payables at beginning of year2020-12-31$33,326
Total non interest bearing cash at end of year2020-12-31$631,970
Total non interest bearing cash at beginning of year2020-12-31$875,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,288,166
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,992,026
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,703,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$7,693,585
Assets. partnership/joint venture interests at beginning of year2020-12-31$7,393,851
Investment advisory and management fees2020-12-31$19,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,262,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,151,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$261,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,789,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,789,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,148
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$19,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,220,448
Employer contributions (assets) at end of year2020-12-31$694,113
Employer contributions (assets) at beginning of year2020-12-31$1,303,950
Income. Dividends from common stock2020-12-31$179,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,085,113
Contract administrator fees2020-12-31$12,917
Liabilities. Value of benefit claims payable at end of year2020-12-31$361,600
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$488,300
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$544
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$640
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$983
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TITUS & URBANSKI INC
Accountancy firm EIN2020-12-31341695540
2019 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,342,853
Total unrealized appreciation/depreciation of assets2019-12-31$1,342,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,013,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$796,442
Total income from all sources (including contributions)2019-12-31$10,152,114
Total of all expenses incurred2019-12-31$4,319,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,008,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,619,815
Value of total assets at end of year2019-12-31$22,717,340
Value of total assets at beginning of year2019-12-31$16,667,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$311,156
Total interest from all sources2019-12-31$3,825
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$185,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$99,809
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,140,191
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$140,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,201,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,241,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$491,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$435,464
Other income not declared elsewhere2019-12-31$304
Administrative expenses (other) incurred2019-12-31$180,205
Liabilities. Value of operating payables at end of year2019-12-31$33,326
Liabilities. Value of operating payables at beginning of year2019-12-31$13,478
Total non interest bearing cash at end of year2019-12-31$875,230
Total non interest bearing cash at beginning of year2019-12-31$362,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,832,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,703,860
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,871,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$7,393,851
Assets. partnership/joint venture interests at beginning of year2019-12-31$7,015,165
Investment advisory and management fees2019-12-31$18,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,151,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,871,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,789,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$444,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$444,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,825
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$19,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,479,624
Employer contributions (assets) at end of year2019-12-31$1,303,950
Employer contributions (assets) at beginning of year2019-12-31$731,008
Income. Dividends from common stock2019-12-31$185,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,848,436
Contract administrator fees2019-12-31$12,322
Liabilities. Value of benefit claims payable at end of year2019-12-31$488,300
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$347,500
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$640
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$728
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TITUS & URBANSKI INC
Accountancy firm EIN2019-12-31341695540
2018 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,479,094
Total unrealized appreciation/depreciation of assets2018-12-31$-1,479,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$796,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$721,514
Total income from all sources (including contributions)2018-12-31$5,851,704
Total loss/gain on sale of assets2018-12-31$946,159
Total of all expenses incurred2018-12-31$5,081,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,838,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,169,820
Value of total assets at end of year2018-12-31$16,667,949
Value of total assets at beginning of year2018-12-31$15,822,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$243,474
Total interest from all sources2018-12-31$69,146
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$145,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$73,358
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,016,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$70,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,241,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$807,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$435,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$415,826
Administrative expenses (other) incurred2018-12-31$151,421
Liabilities. Value of operating payables at end of year2018-12-31$13,478
Liabilities. Value of operating payables at beginning of year2018-12-31$28,988
Total non interest bearing cash at end of year2018-12-31$362,970
Total non interest bearing cash at beginning of year2018-12-31$660,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$770,038
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,871,507
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,101,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$7,015,165
Investment advisory and management fees2018-12-31$7,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,871,159
Interest earned on other investments2018-12-31$19,508
Income. Interest from corporate debt instruments2018-12-31$39,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$444,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,195,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,195,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,206
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$19,480
Asset value of US Government securities at beginning of year2018-12-31$2,561,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,152,858
Employer contributions (assets) at end of year2018-12-31$731,008
Employer contributions (assets) at beginning of year2018-12-31$923,087
Income. Dividends from common stock2018-12-31$145,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,747,912
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,992,469
Contract administrator fees2018-12-31$11,236
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,681,258
Liabilities. Value of benefit claims payable at end of year2018-12-31$347,500
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$276,700
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$728
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$859
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$19,919,452
Aggregate carrying amount (costs) on sale of assets2018-12-31$18,973,293
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TITUS & URBANSKI INC
Accountancy firm EIN2018-12-31341695540
2017 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$721,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,121,665
Total income from all sources (including contributions)2017-12-31$7,591,241
Total loss/gain on sale of assets2017-12-31$11,719
Total of all expenses incurred2017-12-31$4,112,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,860,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,694,172
Value of total assets at end of year2017-12-31$15,822,983
Value of total assets at beginning of year2017-12-31$12,744,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$252,098
Total interest from all sources2017-12-31$131,423
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$187,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$64,396
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$981,642
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$-50,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$807,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$719,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$415,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$354,793
Administrative expenses (other) incurred2017-12-31$164,489
Liabilities. Value of operating payables at end of year2017-12-31$28,988
Liabilities. Value of operating payables at beginning of year2017-12-31$439,272
Total non interest bearing cash at end of year2017-12-31$660,245
Total non interest bearing cash at beginning of year2017-12-31$78,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,478,680
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,101,469
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,622,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,144
Income. Interest from US Government securities2017-12-31$25,343
Income. Interest from corporate debt instruments2017-12-31$98,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,195,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$645,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$645,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,676
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$19,647
Asset value of US Government securities at end of year2017-12-31$2,561,641
Asset value of US Government securities at beginning of year2017-12-31$2,094,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$566,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,712,530
Employer contributions (assets) at end of year2017-12-31$923,087
Employer contributions (assets) at beginning of year2017-12-31$956,342
Income. Dividends from common stock2017-12-31$187,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,891,716
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,992,469
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$6,980,212
Contract administrator fees2017-12-31$11,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,681,258
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,268,743
Liabilities. Value of benefit claims payable at end of year2017-12-31$276,700
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$327,600
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$859
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,300
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,033,195
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,021,476
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DAVENPORT, HANF AND COMPANY, LLC
Accountancy firm EIN2017-12-31412173670
2016 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,121,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,066,924
Total income from all sources (including contributions)2016-12-31$8,402,865
Total loss/gain on sale of assets2016-12-31$70,288
Total of all expenses incurred2016-12-31$3,891,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,565,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,029,846
Value of total assets at end of year2016-12-31$12,744,454
Value of total assets at beginning of year2016-12-31$9,178,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$325,394
Total interest from all sources2016-12-31$99,789
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$113,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$112,386
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,084,820
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$-401,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$719,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$689,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$354,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$525,318
Administrative expenses (other) incurred2016-12-31$192,707
Liabilities. Value of operating payables at end of year2016-12-31$439,272
Liabilities. Value of operating payables at beginning of year2016-12-31$812,106
Total non interest bearing cash at end of year2016-12-31$78,593
Total non interest bearing cash at beginning of year2016-12-31$120,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,511,519
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,622,789
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,111,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,441
Income. Interest from US Government securities2016-12-31$24,510
Income. Interest from corporate debt instruments2016-12-31$74,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$645,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$761
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$20,096
Asset value of US Government securities at end of year2016-12-31$2,094,347
Asset value of US Government securities at beginning of year2016-12-31$1,690,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$89,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,945,026
Employer contributions (assets) at end of year2016-12-31$956,342
Employer contributions (assets) at beginning of year2016-12-31$375,510
Income. Dividends from common stock2016-12-31$113,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,947,756
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$6,980,212
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,157,776
Contract administrator fees2016-12-31$10,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,268,743
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,137,400
Liabilities. Value of benefit claims payable at end of year2016-12-31$327,600
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$729,500
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,300
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,592
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$10,317,277
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,246,989
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVENPORT, HANF AND COMPANY, LLC
Accountancy firm EIN2016-12-31412173670
2015 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,066,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,084,783
Total income from all sources (including contributions)2015-12-31$3,101,939
Total loss/gain on sale of assets2015-12-31$-35,880
Total of all expenses incurred2015-12-31$5,602,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,283,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,043,035
Value of total assets at end of year2015-12-31$9,178,194
Value of total assets at beginning of year2015-12-31$11,696,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$318,467
Total interest from all sources2015-12-31$54,332
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$92,869
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,082,956
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$202,730
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$270,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$689,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$317,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$525,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$450,206
Administrative expenses (other) incurred2015-12-31$205,946
Liabilities. Value of operating payables at end of year2015-12-31$812,106
Liabilities. Value of operating payables at beginning of year2015-12-31$1,175,577
Total non interest bearing cash at end of year2015-12-31$120,239
Total non interest bearing cash at beginning of year2015-12-31$322,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,500,108
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,111,270
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,611,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,294
Income. Interest from US Government securities2015-12-31$12,545
Income. Interest from corporate debt instruments2015-12-31$41,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,434,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,434,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,326,720
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$20,658
Asset value of US Government securities at end of year2015-12-31$1,690,336
Asset value of US Government securities at beginning of year2015-12-31$1,955,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-122,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,960,079
Employer contributions (assets) at end of year2015-12-31$375,510
Employer contributions (assets) at beginning of year2015-12-31$270,098
Income. Dividends from common stock2015-12-31$162,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,992,422
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,157,776
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,342,567
Contract administrator fees2015-12-31$10,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,137,400
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,523,312
Liabilities. Value of benefit claims payable at end of year2015-12-31$729,500
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$459,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,592
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$1,883
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$11,525,373
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,561,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LUBLIN SUSSMAN GROUP LLP
Accountancy firm EIN2015-12-31341087273
2014 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,084,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,786,716
Total income from all sources (including contributions)2014-12-31$5,981,231
Total loss/gain on sale of assets2014-12-31$18,386
Total of all expenses incurred2014-12-31$5,555,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,221,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,461,166
Value of total assets at end of year2014-12-31$11,696,161
Value of total assets at beginning of year2014-12-31$10,972,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$333,914
Total interest from all sources2014-12-31$125,307
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$85,266
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,158,554
Assets. Other investments not covered elsewhere at end of year2014-12-31$202,730
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$406,417
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$61,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$317,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$381,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$450,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$379,504
Administrative expenses (other) incurred2014-12-31$228,054
Liabilities. Value of operating payables at end of year2014-12-31$1,175,577
Liabilities. Value of operating payables at beginning of year2014-12-31$1,009,212
Total non interest bearing cash at end of year2014-12-31$322,186
Total non interest bearing cash at beginning of year2014-12-31$208,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$425,772
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,611,378
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,185,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,477
Income. Interest from US Government securities2014-12-31$31,383
Income. Interest from corporate debt instruments2014-12-31$93,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,434,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,587,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,587,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,326,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,368,102
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$18,714
Asset value of US Government securities at end of year2014-12-31$1,955,390
Asset value of US Government securities at beginning of year2014-12-31$1,149,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$238,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,302,612
Employer contributions (assets) at end of year2014-12-31$270,098
Employer contributions (assets) at beginning of year2014-12-31$288,146
Income. Dividends from common stock2014-12-31$137,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,141,831
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,342,567
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,548,927
Contract administrator fees2014-12-31$10,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,523,312
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,030,451
Liabilities. Value of benefit claims payable at end of year2014-12-31$459,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$398,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$1,883
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,861
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,490,356
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,471,970
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LUBLIN SUSSMAN GROUP, LLP
Accountancy firm EIN2014-12-31341087273
2013 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,786,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,263,533
Total income from all sources (including contributions)2013-12-31$4,210,585
Total loss/gain on sale of assets2013-12-31$29,595
Total of all expenses incurred2013-12-31$3,678,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,355,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,653,037
Value of total assets at end of year2013-12-31$10,972,322
Value of total assets at beginning of year2013-12-31$9,916,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$323,067
Total interest from all sources2013-12-31$133,600
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$113,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$87,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,009,191
Assets. Other investments not covered elsewhere at end of year2013-12-31$406,417
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$424,790
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-76,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$381,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$440,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$379,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$392,458
Administrative expenses (other) incurred2013-12-31$216,098
Liabilities. Value of operating payables at end of year2013-12-31$1,009,212
Liabilities. Value of operating payables at beginning of year2013-12-31$397,075
Total non interest bearing cash at end of year2013-12-31$208,263
Total non interest bearing cash at beginning of year2013-12-31$115,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$532,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,185,606
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,653,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,368,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,063,663
Income. Interest from US Government securities2013-12-31$26,818
Income. Interest from corporate debt instruments2013-12-31$105,376
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,587,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,866,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,866,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,406
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$10,379
Asset value of US Government securities at end of year2013-12-31$1,149,907
Asset value of US Government securities at beginning of year2013-12-31$1,200,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$281,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,643,846
Employer contributions (assets) at end of year2013-12-31$288,146
Employer contributions (assets) at beginning of year2013-12-31$321,623
Income. Dividends from common stock2013-12-31$113,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,420,631
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,548,927
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,602,375
Contract administrator fees2013-12-31$9,074
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,030,451
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$879,344
Liabilities. Value of benefit claims payable at end of year2013-12-31$398,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$474,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,861
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,977
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,223,676
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,194,081
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LUBLINSUSSMAN GROUP, LLP
Accountancy firm EIN2013-12-31341087273
2012 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,263,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,046,240
Total income from all sources (including contributions)2012-12-31$6,183,494
Total loss/gain on sale of assets2012-12-31$53,853
Total of all expenses incurred2012-12-31$3,818,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,502,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,635,607
Value of total assets at end of year2012-12-31$9,916,631
Value of total assets at beginning of year2012-12-31$7,334,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$315,653
Total interest from all sources2012-12-31$122,070
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$80,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$67,962
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$887,124
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-150,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$440,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$448,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$392,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$372,756
Administrative expenses (other) incurred2012-12-31$231,307
Liabilities. Value of operating payables at end of year2012-12-31$397,075
Liabilities. Value of operating payables at beginning of year2012-12-31$49,484
Total non interest bearing cash at end of year2012-12-31$115,018
Total non interest bearing cash at beginning of year2012-12-31$131,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,365,030
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,653,098
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,288,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,063,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,663,759
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,866,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$795,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$795,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$122,070
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$10,440
Asset value of US Government securities at end of year2012-12-31$1,625,717
Asset value of US Government securities at beginning of year2012-12-31$1,712,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$291,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,748,483
Employer contributions (assets) at end of year2012-12-31$321,623
Employer contributions (assets) at beginning of year2012-12-31$270,522
Income. Dividends from common stock2012-12-31$80,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,642,371
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,602,375
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,623,933
Contract administrator fees2012-12-31$8,942
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$879,344
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$686,048
Liabilities. Value of benefit claims payable at end of year2012-12-31$474,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$624,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,977
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,810
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$7,496,217
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,442,364
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LUBLINSUSSMAN GROUP, LLP
Accountancy firm EIN2012-12-31341087273
2011 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,046,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$805,104
Total income from all sources (including contributions)2011-12-31$4,143,513
Total loss/gain on sale of assets2011-12-31$-2,205
Total of all expenses incurred2011-12-31$4,966,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,683,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,968,925
Value of total assets at end of year2011-12-31$7,334,308
Value of total assets at beginning of year2011-12-31$7,916,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$282,906
Total interest from all sources2011-12-31$132,345
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$79,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$75,561
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$814,930
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$171,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$448,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$298,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$372,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$312,944
Administrative expenses (other) incurred2011-12-31$191,214
Liabilities. Value of operating payables at end of year2011-12-31$49,484
Liabilities. Value of operating payables at beginning of year2011-12-31$39,160
Total non interest bearing cash at end of year2011-12-31$131,245
Total non interest bearing cash at beginning of year2011-12-31$357,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-823,192
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,288,068
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,111,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,663,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,836,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$795,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$883,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$883,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$132,345
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,216
Asset value of US Government securities at end of year2011-12-31$1,712,569
Asset value of US Government securities at beginning of year2011-12-31$1,976,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,153,995
Employer contributions (assets) at end of year2011-12-31$270,522
Employer contributions (assets) at beginning of year2011-12-31$235,991
Income. Dividends from common stock2011-12-31$79,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,502,583
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,623,933
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,588,586
Contract administrator fees2011-12-31$9,346
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$686,048
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$737,896
Liabilities. Value of benefit claims payable at end of year2011-12-31$624,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$453,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,810
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$806
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,249,313
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,251,518
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LUBLINSUSSMAN GROUP, LLP
Accountancy firm EIN2011-12-31341087273
2010 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$805,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$788,198
Total income from all sources (including contributions)2010-12-31$4,387,401
Total loss/gain on sale of assets2010-12-31$-36,319
Total of all expenses incurred2010-12-31$3,511,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,254,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,917,806
Value of total assets at end of year2010-12-31$7,916,364
Value of total assets at beginning of year2010-12-31$7,023,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$257,172
Total interest from all sources2010-12-31$129,837
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$62,038
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$707,730
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$49,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$298,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$430,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$312,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$296,069
Administrative expenses (other) incurred2010-12-31$179,166
Liabilities. Value of operating payables at end of year2010-12-31$39,160
Liabilities. Value of operating payables at beginning of year2010-12-31$88,129
Total non interest bearing cash at end of year2010-12-31$357,394
Total non interest bearing cash at beginning of year2010-12-31$191,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$875,594
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,111,260
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,235,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,836,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$883,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$873,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$873,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$129,837
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$10,247
Asset value of US Government securities at end of year2010-12-31$1,976,937
Asset value of US Government securities at beginning of year2010-12-31$1,468,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$322,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,210,076
Employer contributions (assets) at end of year2010-12-31$235,991
Employer contributions (assets) at beginning of year2010-12-31$240,840
Income. Dividends from common stock2010-12-31$53,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,195,388
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,588,586
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,162,846
Contract administrator fees2010-12-31$9,300
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$737,896
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,654,823
Liabilities. Value of benefit claims payable at end of year2010-12-31$453,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$404,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$806
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,234
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$9,472,249
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,508,568
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LUBLINSUSSMAN GROUP, LLP
Accountancy firm EIN2010-12-31341087273

Form 5500 Responses for NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST

2023: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREE HEALTH AND WELFARE PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number10306431001
Policy instance 2
Insurance contract or identification number10306431001
Number of Individuals Covered3590
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $98,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10411
Policy instance 1
Insurance contract or identification numberSL10411
Number of Individuals Covered1373
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Welfare Benefit Premiums Paid to CarrierUSD $468,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number10306431001
Policy instance 2
Insurance contract or identification number10306431001
Number of Individuals Covered944
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10411
Policy instance 1
Insurance contract or identification numberSL10411
Number of Individuals Covered1333
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $379,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10411
Policy instance 1
Insurance contract or identification numberSL10411
Number of Individuals Covered1284
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $332,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10411
Policy instance 1
Insurance contract or identification numberSL10411
Number of Individuals Covered1241
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $306,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50020
Policy instance 1
Insurance contract or identification numberSE4E50020
Number of Individuals Covered1234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $279,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50020
Policy instance 1
Insurance contract or identification numberSE4E50020
Number of Individuals Covered1171
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $260,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50020
Policy instance 1
Insurance contract or identification numberSE4E50020
Number of Individuals Covered1173
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $257,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50020
Policy instance 1
Insurance contract or identification numberSE4E50020
Number of Individuals Covered1072
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $210,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50020
Policy instance 1
Insurance contract or identification numberSE4E50020
Number of Individuals Covered1079
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $94,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50020
Policy instance 1
Insurance contract or identification numberSE4E50020
Number of Individuals Covered1031
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $106,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50020
Policy instance 1
Insurance contract or identification numberSE4E50020
Number of Individuals Covered1112
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $97,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17490
Policy instance 1
Insurance contract or identification numberHCL17490
Number of Individuals Covered1067
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,866
Welfare Benefit Premiums Paid to CarrierUSD $81,092
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17490
Policy instance 1
Insurance contract or identification numberHCL17490
Number of Individuals Covered1073
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,980
Welfare Benefit Premiums Paid to CarrierUSD $99,671
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,980
Insurance broker nameGATELY, WILLIAM, GBG CONSULTING SVC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1