Logo

NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 401k Plan overview

Plan NameNORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST
Plan identification number 001

NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

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):346502487
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 PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ERIC OSBORN PETE VAVRINEK2018-10-01
0012016-01-01ERIC OSBORN PETE VAVRINEK2017-10-03
0012015-01-01ERIC OSBORN PETE VAVRINEK2016-08-03
0012014-01-01ERIC OSBORN SHAUN MURRAY2015-09-15
0012013-01-01ERIC OSBORN JOHN GRAY2014-08-18
0012012-01-01ERIC OSBORN JOHN GRAY2013-10-08
0012011-01-01ERIC OSBORN JOHN GRAY2012-07-31
0012009-01-01ERIC OSBORN JOHN GRAY2010-10-12

Plan Statistics for NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST

401k plan membership statisitcs for NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST

Measure Date Value
2023: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-011,971
Total number of active participants reported on line 7a of the Form 55002023-01-011,126
Number of retired or separated participants receiving benefits2023-01-01682
Number of other retired or separated participants entitled to future benefits2023-01-0156
Total of all active and inactive participants2023-01-011,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01155
Total participants2023-01-012,019
Number of employers contributing to the scheme2023-01-0179
2022: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2022 401k membership
Current value of assets2022-12-31231,681,916
Acturial value of assets for funding standard account2022-12-31213,241,121
Accrued liability for plan using immediate gains methods2022-12-31249,272,007
Accrued liability under unit credit cost method2022-12-31249,272,007
RPA 94 current liability2022-12-31530,214,964
Expected increase in current liability due to benefits accruing during the plan year2022-12-3122,028,997
Expected release from RPA 94 current liability for plan year2022-12-3114,443,148
Expected plan disbursements for the plan year2022-12-3114,873,148
Current value of assets2022-12-31231,681,916
Number of retired participants and beneficiaries receiving payment2022-12-31813
Current liability for retired participants and beneficiaries receiving payment2022-12-31210,245,074
Number of terminated vested participants2022-12-31202
Current liability for terminated vested participants2022-12-3141,220,898
Current liability for active participants non vested benefits2022-12-3133,195,130
Current liability for active participants vested benefits2022-12-31245,553,862
Total number of active articipats2022-12-311,019
Current liability for active participants2022-12-31278,748,992
Total participant count with liabilities2022-12-312,034
Total current liabilitoes for participants with libailities2022-12-31530,214,964
Total employer contributions in plan year2022-12-3116,035,103
Employer’s normal cost for plan year as of valuation date2022-12-317,360,840
Prior year credit balance2022-12-3114,363,550
Amortization credits as of valuation date2022-12-314,752,375
Total participants, beginning-of-year2022-01-011,743
Total number of active participants reported on line 7a of the Form 55002022-01-011,090
Number of retired or separated participants receiving benefits2022-01-01670
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-011,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01153
Total participants2022-01-011,971
Number of employers contributing to the scheme2022-01-0175
2021: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2021 401k membership
Current value of assets2021-12-31202,902,136
Acturial value of assets for funding standard account2021-12-31192,816,471
Accrued liability for plan using immediate gains methods2021-12-31235,542,364
Accrued liability under unit credit cost method2021-12-31235,542,364
RPA 94 current liability2021-12-31483,188,452
Expected increase in current liability due to benefits accruing during the plan year2021-12-3117,349,210
Expected release from RPA 94 current liability for plan year2021-12-3113,633,774
Expected plan disbursements for the plan year2021-12-3114,043,774
Current value of assets2021-12-31202,902,136
Number of retired participants and beneficiaries receiving payment2021-12-31783
Current liability for retired participants and beneficiaries receiving payment2021-12-31192,769,277
Number of terminated vested participants2021-12-31214
Current liability for terminated vested participants2021-12-3138,443,859
Current liability for active participants non vested benefits2021-12-3133,049,635
Current liability for active participants vested benefits2021-12-31218,925,681
Total number of active articipats2021-12-31987
Current liability for active participants2021-12-31251,975,316
Total participant count with liabilities2021-12-311,984
Total current liabilitoes for participants with libailities2021-12-31483,188,452
Total employer contributions in plan year2021-12-3114,446,515
Employer’s normal cost for plan year as of valuation date2021-12-316,254,561
Prior year credit balance2021-12-3114,244,341
Amortization credits as of valuation date2021-12-314,418,388
Total participants, beginning-of-year2021-01-011,956
Total number of active participants reported on line 7a of the Form 55002021-01-011,059
Number of retired or separated participants receiving benefits2021-01-01623
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-011,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,743
Number of employers contributing to the scheme2021-01-0175
2020: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2020 401k membership
Current value of assets2020-12-31182,566,446
Acturial value of assets for funding standard account2020-12-31177,854,814
Accrued liability for plan using immediate gains methods2020-12-31214,535,002
Accrued liability under unit credit cost method2020-12-31214,535,002
RPA 94 current liability2020-12-31425,881,697
Expected increase in current liability due to benefits accruing during the plan year2020-12-3118,923,558
Expected release from RPA 94 current liability for plan year2020-12-3112,991,816
Expected plan disbursements for the plan year2020-12-3113,366,816
Current value of assets2020-12-31182,566,446
Number of retired participants and beneficiaries receiving payment2020-12-31773
Current liability for retired participants and beneficiaries receiving payment2020-12-31175,022,666
Number of terminated vested participants2020-12-31182
Current liability for terminated vested participants2020-12-3126,929,979
Current liability for active participants non vested benefits2020-12-3130,578,367
Current liability for active participants vested benefits2020-12-31193,350,685
Total number of active articipats2020-12-311,036
Current liability for active participants2020-12-31223,929,052
Total participant count with liabilities2020-12-311,991
Total current liabilitoes for participants with libailities2020-12-31425,881,697
Total employer contributions in plan year2020-12-3111,858,197
Employer’s normal cost for plan year as of valuation date2020-12-317,043,044
Prior year credit balance2020-12-3117,354,718
Amortization credits as of valuation date2020-12-313,951,973
Total participants, beginning-of-year2020-01-011,986
Total number of active participants reported on line 7a of the Form 55002020-01-011,040
Number of retired or separated participants receiving benefits2020-01-01612
Number of other retired or separated participants entitled to future benefits2020-01-01160
Total of all active and inactive participants2020-01-011,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01144
Total participants2020-01-011,956
Number of employers contributing to the scheme2020-01-0178
2019: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2019 401k membership
Current value of assets2019-12-31153,244,057
Acturial value of assets for funding standard account2019-12-31163,377,026
Accrued liability for plan using immediate gains methods2019-12-31199,318,283
Accrued liability under unit credit cost method2019-12-31199,318,283
RPA 94 current liability2019-12-31387,106,927
Expected increase in current liability due to benefits accruing during the plan year2019-12-3115,208,695
Expected release from RPA 94 current liability for plan year2019-12-3112,297,699
Expected plan disbursements for the plan year2019-12-3112,652,699
Current value of assets2019-12-31153,244,057
Number of retired participants and beneficiaries receiving payment2019-12-31755
Current liability for retired participants and beneficiaries receiving payment2019-12-31166,107,350
Number of terminated vested participants2019-12-31196
Current liability for terminated vested participants2019-12-3127,754,518
Current liability for active participants non vested benefits2019-12-3118,788,351
Current liability for active participants vested benefits2019-12-31174,456,708
Total number of active articipats2019-12-311,008
Current liability for active participants2019-12-31193,245,059
Total participant count with liabilities2019-12-311,959
Total current liabilitoes for participants with libailities2019-12-31387,106,927
Total employer contributions in plan year2019-12-3115,888,348
Employer’s normal cost for plan year as of valuation date2019-12-315,779,396
Prior year credit balance2019-12-3114,846,552
Amortization credits as of valuation date2019-12-313,951,973
Total participants, beginning-of-year2019-01-011,928
Total number of active participants reported on line 7a of the Form 55002019-01-011,058
Number of retired or separated participants receiving benefits2019-01-01581
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01151
Total participants2019-01-011,790
Number of employers contributing to the scheme2019-01-0183
2018: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2018 401k membership
Current value of assets2018-12-31156,259,903
Acturial value of assets for funding standard account2018-12-31154,035,984
Accrued liability for plan using immediate gains methods2018-12-31190,590,388
Accrued liability under unit credit cost method2018-12-31190,590,388
RPA 94 current liability2018-12-31369,451,398
Expected increase in current liability due to benefits accruing during the plan year2018-12-3114,943,862
Expected release from RPA 94 current liability for plan year2018-12-3112,108,538
Expected plan disbursements for the plan year2018-12-3112,473,538
Current value of assets2018-12-31156,259,903
Number of retired participants and beneficiaries receiving payment2018-12-31756
Current liability for retired participants and beneficiaries receiving payment2018-12-31164,221,269
Number of terminated vested participants2018-12-31188
Current liability for terminated vested participants2018-12-3123,156,407
Current liability for active participants non vested benefits2018-12-3123,967,734
Current liability for active participants vested benefits2018-12-31158,105,988
Total number of active articipats2018-12-31997
Current liability for active participants2018-12-31182,073,722
Total participant count with liabilities2018-12-311,941
Total current liabilitoes for participants with libailities2018-12-31369,451,398
Total employer contributions in plan year2018-12-3113,351,067
Employer’s normal cost for plan year as of valuation date2018-12-315,717,770
Prior year credit balance2018-12-3113,608,091
Amortization credits as of valuation date2018-12-314,990,148
Total participants, beginning-of-year2018-01-011,932
Total number of active participants reported on line 7a of the Form 55002018-01-011,042
Number of retired or separated participants receiving benefits2018-01-01570
Number of other retired or separated participants entitled to future benefits2018-01-01167
Total of all active and inactive participants2018-01-011,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01149
Total participants2018-01-011,928
Number of employers contributing to the scheme2018-01-0170
2017: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2017 401k membership
Current value of assets2017-12-31136,587,735
Acturial value of assets for funding standard account2017-12-31144,789,273
Accrued liability for plan using immediate gains methods2017-12-31180,604,369
Accrued liability under unit credit cost method2017-12-31180,604,369
RPA 94 current liability2017-12-31324,055,472
Expected increase in current liability due to benefits accruing during the plan year2017-12-3112,862,287
Expected release from RPA 94 current liability for plan year2017-12-3111,913,132
Expected plan disbursements for the plan year2017-12-3112,253,132
Current value of assets2017-12-31136,587,735
Number of retired participants and beneficiaries receiving payment2017-12-31749
Current liability for retired participants and beneficiaries receiving payment2017-12-31151,614,975
Number of terminated vested participants2017-12-31183
Current liability for terminated vested participants2017-12-3117,550,552
Current liability for active participants non vested benefits2017-12-3122,183,471
Current liability for active participants vested benefits2017-12-31132,706,474
Total number of active articipats2017-12-31969
Current liability for active participants2017-12-31154,889,945
Total participant count with liabilities2017-12-311,901
Total current liabilitoes for participants with libailities2017-12-31324,055,472
Total employer contributions in plan year2017-12-3112,963,956
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-315,403,448
Prior year credit balance2017-12-3112,538,907
Amortization credits as of valuation date2017-12-314,990,148
Total participants, beginning-of-year2017-01-011,901
Total number of active participants reported on line 7a of the Form 55002017-01-011,024
Number of retired or separated participants receiving benefits2017-01-01572
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01172
Total participants2017-01-011,932
Number of employers contributing to the scheme2017-01-0184
2016: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2016 401k membership
Current value of assets2016-12-31127,050,875
Acturial value of assets for funding standard account2016-12-31137,771,831
Accrued liability for plan using immediate gains methods2016-12-31173,308,214
Accrued liability under unit credit cost method2016-12-31173,308,214
RPA 94 current liability2016-12-31303,545,297
Expected increase in current liability due to benefits accruing during the plan year2016-12-318,382,817
Expected release from RPA 94 current liability for plan year2016-12-3111,679,200
Expected plan disbursements for the plan year2016-12-3111,969,200
Current value of assets2016-12-31127,050,875
Number of retired participants and beneficiaries receiving payment2016-12-31729
Current liability for retired participants and beneficiaries receiving payment2016-12-31143,521,424
Number of terminated vested participants2016-12-31213
Current liability for terminated vested participants2016-12-3119,737,463
Current liability for active participants non vested benefits2016-12-3124,044,276
Current liability for active participants vested benefits2016-12-31116,242,134
Total number of active articipats2016-12-31907
Current liability for active participants2016-12-31140,286,410
Total participant count with liabilities2016-12-311,849
Total current liabilitoes for participants with libailities2016-12-31303,545,297
Total employer contributions in plan year2016-12-3112,153,912
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-313,747,370
Prior year credit balance2016-12-3110,438,035
Amortization credits as of valuation date2016-12-315,103,842
Total participants, beginning-of-year2016-01-011,981
Total number of active participants reported on line 7a of the Form 55002016-01-01969
Number of retired or separated participants receiving benefits2016-01-01564
Number of other retired or separated participants entitled to future benefits2016-01-01183
Total of all active and inactive participants2016-01-011,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01185
Total participants2016-01-011,901
Number of employers contributing to the scheme2016-01-0185
2015: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2015 401k membership
Current value of assets2015-12-31127,531,947
Acturial value of assets for funding standard account2015-12-31134,761,203
Accrued liability for plan using immediate gains methods2015-12-31185,733,887
Accrued liability under unit credit cost method2015-12-31166,775,650
RPA 94 current liability2015-12-31292,621,508
Expected increase in current liability due to benefits accruing during the plan year2015-12-318,928,867
Expected release from RPA 94 current liability for plan year2015-12-3111,011,245
Expected plan disbursements for the plan year2015-12-3111,291,245
Current value of assets2015-12-31127,531,947
Number of retired participants and beneficiaries receiving payment2015-12-31717
Current liability for retired participants and beneficiaries receiving payment2015-12-31137,660,443
Number of terminated vested participants2015-12-31180
Current liability for terminated vested participants2015-12-3114,596,441
Current liability for active participants non vested benefits2015-12-3127,970,179
Current liability for active participants vested benefits2015-12-31112,394,445
Total number of active articipats2015-12-31922
Current liability for active participants2015-12-31140,364,624
Total participant count with liabilities2015-12-311,819
Total current liabilitoes for participants with libailities2015-12-31292,621,508
Total employer contributions in plan year2015-12-319,101,159
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-312,442,153
Prior year credit balance2015-12-3113,158,410
Amortization credits as of valuation date2015-12-312,786,070
Total participants, beginning-of-year2015-01-011,845
Total number of active participants reported on line 7a of the Form 55002015-01-01962
Number of retired or separated participants receiving benefits2015-01-01687
Number of other retired or separated participants entitled to future benefits2015-01-01160
Total of all active and inactive participants2015-01-011,809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01172
Total participants2015-01-011,981
Number of employers contributing to the scheme2015-01-0181
2014: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2014 401k membership
Current value of assets2014-12-31120,225,022
Acturial value of assets for funding standard account2014-12-31128,049,198
Accrued liability for plan using immediate gains methods2014-12-31172,072,973
Accrued liability under unit credit cost method2014-12-31156,371,833
RPA 94 current liability2014-12-31271,117,728
Expected increase in current liability due to benefits accruing during the plan year2014-12-317,415,195
Expected release from RPA 94 current liability for plan year2014-12-3110,574,362
Expected plan disbursements for the plan year2014-12-3110,864,362
Current value of assets2014-12-31120,225,022
Number of retired participants and beneficiaries receiving payment2014-12-31702
Current liability for retired participants and beneficiaries receiving payment2014-12-31128,855,160
Number of terminated vested participants2014-12-31254
Current liability for terminated vested participants2014-12-3122,588,678
Current liability for active participants non vested benefits2014-12-3123,613,467
Current liability for active participants vested benefits2014-12-3196,060,423
Total number of active articipats2014-12-31831
Current liability for active participants2014-12-31119,673,890
Total participant count with liabilities2014-12-311,787
Total current liabilitoes for participants with libailities2014-12-31271,117,728
Total employer contributions in plan year2014-12-3110,206,338
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-312,111,176
Prior year credit balance2014-12-3112,079,832
Amortization credits as of valuation date2014-12-313,911,500
Total participants, beginning-of-year2014-01-011,784
Total number of active participants reported on line 7a of the Form 55002014-01-01947
Number of retired or separated participants receiving benefits2014-01-01520
Number of other retired or separated participants entitled to future benefits2014-01-01152
Total of all active and inactive participants2014-01-011,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01226
Total participants2014-01-011,845
Number of employers contributing to the scheme2014-01-0182
2013: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2013 401k membership
Current value of assets2013-12-31106,401,833
Acturial value of assets for funding standard account2013-12-31121,719,524
Accrued liability for plan using immediate gains methods2013-12-31165,659,077
Accrued liability under unit credit cost method2013-12-31150,200,160
RPA 94 current liability2013-12-31258,344,464
Expected increase in current liability due to benefits accruing during the plan year2013-12-318,003,210
Expected release from RPA 94 current liability for plan year2013-12-319,902,127
Expected plan disbursements for the plan year2013-12-3110,134,378
Current value of assets2013-12-31106,401,833
Number of retired participants and beneficiaries receiving payment2013-12-31679
Current liability for retired participants and beneficiaries receiving payment2013-12-31120,673,027
Number of terminated vested participants2013-12-31173
Current liability for terminated vested participants2013-12-3111,784,512
Current liability for active participants non vested benefits2013-12-3123,849,928
Current liability for active participants vested benefits2013-12-31102,036,997
Total number of active articipats2013-12-31934
Current liability for active participants2013-12-31125,886,925
Total participant count with liabilities2013-12-311,786
Total current liabilitoes for participants with libailities2013-12-31258,344,464
Total employer contributions in plan year2013-12-318,002,821
Employer’s normal cost for plan year as of valuation date2013-12-312,486,490
Prior year credit balance2013-12-3113,412,328
Amortization credits as of valuation date2013-12-313,950,390
Total participants, beginning-of-year2013-01-011,832
Total number of active participants reported on line 7a of the Form 55002013-01-01946
Number of retired or separated participants receiving benefits2013-01-01529
Number of other retired or separated participants entitled to future benefits2013-01-01136
Total of all active and inactive participants2013-01-011,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01173
Total participants2013-01-011,784
Number of employers contributing to the scheme2013-01-0175
2012: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,757
Total number of active participants reported on line 7a of the Form 55002012-01-01819
Number of retired or separated participants receiving benefits2012-01-01537
Number of other retired or separated participants entitled to future benefits2012-01-01137
Total of all active and inactive participants2012-01-011,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01339
Total participants2012-01-011,832
Number of employers contributing to the scheme2012-01-0189
2011: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011,752
Total number of active participants reported on line 7a of the Form 55002011-01-01945
Number of retired or separated participants receiving benefits2011-01-01511
Number of other retired or separated participants entitled to future benefits2011-01-01133
Total of all active and inactive participants2011-01-011,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01168
Total participants2011-01-011,757
Number of employers contributing to the scheme2011-01-0187
2009: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,691
Total number of active participants reported on line 7a of the Form 55002009-01-011,011
Number of retired or separated participants receiving benefits2009-01-01476
Number of other retired or separated participants entitled to future benefits2009-01-01127
Total of all active and inactive participants2009-01-011,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01139
Total participants2009-01-011,753
Number of employers contributing to the scheme2009-01-01157

Financial Data on NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST

Measure Date Value
2023 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$12,860,673
Total unrealized appreciation/depreciation of assets2023-12-31$12,860,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$163,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$48,509
Total income from all sources (including contributions)2023-12-31$38,890,996
Total loss/gain on sale of assets2023-12-31$3,489,957
Total of all expenses incurred2023-12-31$15,660,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$15,062,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$17,417,271
Value of total assets at end of year2023-12-31$228,912,275
Value of total assets at beginning of year2023-12-31$205,566,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$597,958
Total interest from all sources2023-12-31$51,995
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,070,658
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
Assets. Other investments not covered elsewhere at end of year2023-12-31$111,175,338
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$103,598,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$77,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$129,317
Other income not declared elsewhere2023-12-31$442
Administrative expenses (other) incurred2023-12-31$149,262
Liabilities. Value of operating payables at end of year2023-12-31$163,712
Liabilities. Value of operating payables at beginning of year2023-12-31$48,509
Total non interest bearing cash at end of year2023-12-31$1,683,515
Total non interest bearing cash at beginning of year2023-12-31$1,743,156
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$23,230,700
Value of net assets at end of year (total assets less liabilities)2023-12-31$228,748,563
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$205,517,863
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
Investment advisory and management fees2023-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$103,066,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$87,141,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$10,136,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$10,160,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$10,160,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$51,995
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
Contributions received in cash from employer2023-12-31$17,417,271
Employer contributions (assets) at end of year2023-12-31$2,770,211
Employer contributions (assets) at beginning of year2023-12-31$2,790,271
Income. Dividends from common stock2023-12-31$5,070,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$15,062,338
Contract administrator fees2023-12-31$42,270
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$2,735
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$3,550
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$16,182,059
Aggregate carrying amount (costs) on sale of assets2023-12-31$12,692,102
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TITUS & URBANSKI INC
Accountancy firm EIN2023-12-31341695540
2022 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-32,844,487
Total unrealized appreciation/depreciation of assets2022-12-31$-32,844,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$159,344
Total income from all sources (including contributions)2022-12-31$-11,249,463
Total loss/gain on sale of assets2022-12-31$1,967,704
Total of all expenses incurred2022-12-31$14,914,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,309,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,035,103
Value of total assets at end of year2022-12-31$205,566,372
Value of total assets at beginning of year2022-12-31$231,841,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$605,477
Total interest from all sources2022-12-31$72,244
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,519,973
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$236,935
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$103,598,814
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$114,213,612
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$129,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,786,205
Administrative expenses (other) incurred2022-12-31$252,783
Liabilities. Value of operating payables at end of year2022-12-31$48,509
Liabilities. Value of operating payables at beginning of year2022-12-31$159,344
Total non interest bearing cash at end of year2022-12-31$1,743,156
Total non interest bearing cash at beginning of year2022-12-31$1,283,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,164,053
Value of net assets at end of year (total assets less liabilities)2022-12-31$205,517,863
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$231,681,916
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
Investment advisory and management fees2022-12-31$92,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$87,141,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$108,331,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,160,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,821,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,821,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$72,244
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$16,035,103
Employer contributions (assets) at end of year2022-12-31$2,790,271
Employer contributions (assets) at beginning of year2022-12-31$2,404,245
Income. Dividends from common stock2022-12-31$3,519,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,309,113
Contract administrator fees2022-12-31$23,611
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$3,550
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,535
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$16,740,017
Aggregate carrying amount (costs) on sale of assets2022-12-31$14,772,313
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 PENSION PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$14,460,984
Total unrealized appreciation/depreciation of assets2021-12-31$14,460,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$159,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$659,637
Total income from all sources (including contributions)2021-12-31$42,801,100
Total loss/gain on sale of assets2021-12-31$8,768,578
Total of all expenses incurred2021-12-31$14,021,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,443,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,446,515
Value of total assets at end of year2021-12-31$231,841,260
Value of total assets at beginning of year2021-12-31$203,561,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$577,660
Total interest from all sources2021-12-31$489
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,124,534
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$206,520
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-31302107
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$114,213,612
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$98,333,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,786,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$57,460
Administrative expenses (other) incurred2021-12-31$255,775
Liabilities. Value of operating payables at end of year2021-12-31$159,344
Liabilities. Value of operating payables at beginning of year2021-12-31$659,637
Total non interest bearing cash at end of year2021-12-31$1,283,328
Total non interest bearing cash at beginning of year2021-12-31$1,211,264
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$28,779,780
Value of net assets at end of year (total assets less liabilities)2021-12-31$231,681,916
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$202,902,136
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
Investment advisory and management fees2021-12-31$94,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$108,331,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$100,508,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,821,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,847,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,847,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$489
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$14,446,515
Employer contributions (assets) at end of year2021-12-31$2,404,245
Employer contributions (assets) at beginning of year2021-12-31$1,601,330
Income. Dividends from common stock2021-12-31$5,124,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,443,660
Contract administrator fees2021-12-31$20,875
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,535
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,878
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$25,622,472
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,853,894
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 PENSION PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$17,533,766
Total unrealized appreciation/depreciation of assets2020-12-31$17,533,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$659,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$454,936
Total income from all sources (including contributions)2020-12-31$33,596,594
Total loss/gain on sale of assets2020-12-31$784,935
Total of all expenses incurred2020-12-31$13,260,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,747,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,858,197
Value of total assets at end of year2020-12-31$203,561,773
Value of total assets at beginning of year2020-12-31$183,021,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$513,710
Total interest from all sources2020-12-31$95,855
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,323,841
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$169,503
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$98,333,465
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$89,709,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$57,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$259,899
Administrative expenses (other) incurred2020-12-31$260,388
Liabilities. Value of operating payables at end of year2020-12-31$659,637
Liabilities. Value of operating payables at beginning of year2020-12-31$454,936
Total non interest bearing cash at end of year2020-12-31$1,211,264
Total non interest bearing cash at beginning of year2020-12-31$1,059,324
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$20,335,690
Value of net assets at end of year (total assets less liabilities)2020-12-31$202,902,136
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$182,566,446
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
Investment advisory and management fees2020-12-31$63,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$100,508,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,197,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,847,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,669,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,669,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$95,855
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$11,858,197
Employer contributions (assets) at end of year2020-12-31$1,601,330
Employer contributions (assets) at beginning of year2020-12-31$3,122,759
Income. Dividends from common stock2020-12-31$3,323,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,747,194
Contract administrator fees2020-12-31$20,373
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,878
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,296
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$6,378,403
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,593,468
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 PENSION PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$20,908,409
Total unrealized appreciation/depreciation of assets2019-12-31$20,908,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$454,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,330,331
Total income from all sources (including contributions)2019-12-31$41,875,037
Total loss/gain on sale of assets2019-12-31$1,839,255
Total of all expenses incurred2019-12-31$12,552,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,043,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,888,348
Value of total assets at end of year2019-12-31$183,021,382
Value of total assets at beginning of year2019-12-31$154,574,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$508,651
Total interest from all sources2019-12-31$94,999
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,144,026
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$185,447
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$89,709,635
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$79,272,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$259,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$847,899
Administrative expenses (other) incurred2019-12-31$233,011
Liabilities. Value of operating payables at end of year2019-12-31$454,936
Liabilities. Value of operating payables at beginning of year2019-12-31$1,330,331
Total non interest bearing cash at end of year2019-12-31$1,059,324
Total non interest bearing cash at beginning of year2019-12-31$497,771
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$29,322,389
Value of net assets at end of year (total assets less liabilities)2019-12-31$182,566,446
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,244,057
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
Investment advisory and management fees2019-12-31$71,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,197,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,566,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,669,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,336,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,336,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$94,999
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$15,888,348
Employer contributions (assets) at end of year2019-12-31$3,122,759
Employer contributions (assets) at beginning of year2019-12-31$2,050,829
Income. Dividends from common stock2019-12-31$3,144,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,043,997
Contract administrator fees2019-12-31$18,371
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,296
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,765
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
Aggregate proceeds on sale of assets2019-12-31$8,389,426
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,550,171
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TITUS & URBANSKI INC
Accountancy firm EIN2019-12-31341695540
2018 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,334,433
Total unrealized appreciation/depreciation of assets2018-12-31$-9,334,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,330,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$174,700
Total income from all sources (including contributions)2018-12-31$9,096,071
Total loss/gain on sale of assets2018-12-31$2,998,454
Total of all expenses incurred2018-12-31$12,111,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,628,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,351,067
Value of total assets at end of year2018-12-31$154,574,388
Value of total assets at beginning of year2018-12-31$156,434,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$483,652
Total interest from all sources2018-12-31$44,235
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,036,748
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$177,269
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$79,272,228
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$74,753,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$847,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$865,163
Administrative expenses (other) incurred2018-12-31$215,410
Liabilities. Value of operating payables at end of year2018-12-31$1,330,331
Liabilities. Value of operating payables at beginning of year2018-12-31$174,700
Total non interest bearing cash at end of year2018-12-31$497,771
Total non interest bearing cash at beginning of year2018-12-31$674,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,015,846
Value of net assets at end of year (total assets less liabilities)2018-12-31$153,244,057
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$156,259,903
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
Investment advisory and management fees2018-12-31$70,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,566,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,099,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,336,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,711,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,711,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$44,235
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$13,351,067
Employer contributions (assets) at end of year2018-12-31$2,050,829
Employer contributions (assets) at beginning of year2018-12-31$2,327,809
Income. Dividends from common stock2018-12-31$2,036,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,628,265
Contract administrator fees2018-12-31$20,318
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,765
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$3,565
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$11,544,533
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,546,079
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 PENSION PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$16,080,870
Total unrealized appreciation/depreciation of assets2017-12-31$16,080,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$174,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$75,694
Total income from all sources (including contributions)2017-12-31$31,571,964
Total loss/gain on sale of assets2017-12-31$353,732
Total of all expenses incurred2017-12-31$11,899,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,305,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,963,956
Value of total assets at end of year2017-12-31$156,434,603
Value of total assets at beginning of year2017-12-31$136,663,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$594,565
Total interest from all sources2017-12-31$135,099
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,952,051
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$137,987
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$74,753,383
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$54,444,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$865,163
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$952,320
Other income not declared elsewhere2017-12-31$86,256
Administrative expenses (other) incurred2017-12-31$285,924
Liabilities. Value of operating payables at end of year2017-12-31$174,700
Liabilities. Value of operating payables at beginning of year2017-12-31$75,694
Total non interest bearing cash at end of year2017-12-31$674,333
Total non interest bearing cash at beginning of year2017-12-31$553,294
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$19,672,168
Value of net assets at end of year (total assets less liabilities)2017-12-31$156,259,903
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$136,587,735
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$153,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,099,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$62,693,507
Income. Interest from corporate debt instruments2017-12-31$115,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,711,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,434,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,434,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,697
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$5,670,546
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$12,963,956
Employer contributions (assets) at end of year2017-12-31$2,327,809
Employer contributions (assets) at beginning of year2017-12-31$2,310,278
Income. Dividends from common stock2017-12-31$1,952,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,305,231
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$8,600,329
Contract administrator fees2017-12-31$16,788
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. Value of buildings and other operty used in plan operation at end of year2017-12-31$3,565
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$4,471
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$25,605,487
Aggregate carrying amount (costs) on sale of assets2017-12-31$25,251,755
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 PENSION PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,885,065
Total unrealized appreciation/depreciation of assets2016-12-31$5,885,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,246
Total income from all sources (including contributions)2016-12-31$20,825,055
Total loss/gain on sale of assets2016-12-31$178,910
Total of all expenses incurred2016-12-31$11,288,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,767,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,153,912
Value of total assets at end of year2016-12-31$136,663,429
Value of total assets at beginning of year2016-12-31$127,075,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$520,991
Total interest from all sources2016-12-31$561,709
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,045,459
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$176,261
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$54,444,286
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$51,610,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$952,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$315,444
Administrative expenses (other) incurred2016-12-31$184,217
Liabilities. Value of operating payables at end of year2016-12-31$75,694
Liabilities. Value of operating payables at beginning of year2016-12-31$24,246
Total non interest bearing cash at end of year2016-12-31$553,294
Total non interest bearing cash at beginning of year2016-12-31$1,306,711
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$9,536,860
Value of net assets at end of year (total assets less liabilities)2016-12-31$136,587,735
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,050,875
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$142,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$62,693,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,813,907
Income. Interest from US Government securities2016-12-31$51,691
Income. Interest from corporate debt instruments2016-12-31$509,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,434,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,037,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,037,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$633
Asset value of US Government securities at end of year2016-12-31$5,670,546
Asset value of US Government securities at beginning of year2016-12-31$8,206,388
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$12,153,912
Employer contributions (assets) at end of year2016-12-31$2,310,278
Employer contributions (assets) at beginning of year2016-12-31$914,556
Income. Dividends from common stock2016-12-31$2,045,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,767,204
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$8,600,329
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,864,656
Contract administrator fees2016-12-31$17,828
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. Value of buildings and other operty used in plan operation at end of year2016-12-31$4,471
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$5,454
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$38,440,489
Aggregate carrying amount (costs) on sale of assets2016-12-31$38,261,579
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVENPORT, HANF AND COMPANY, LLC
Accountancy firm EIN2016-12-31412173670
2015 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-742,004
Total unrealized appreciation/depreciation of assets2015-12-31$-742,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$50,026
Total income from all sources (including contributions)2015-12-31$10,698,687
Total loss/gain on sale of assets2015-12-31$-14,329
Total of all expenses incurred2015-12-31$11,179,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,641,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,101,159
Value of total assets at end of year2015-12-31$127,075,121
Value of total assets at beginning of year2015-12-31$127,581,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$538,243
Total interest from all sources2015-12-31$520,987
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,832,874
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$135,339
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$51,610,931
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$46,498,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$315,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$402,624
Administrative expenses (other) incurred2015-12-31$177,828
Liabilities. Value of operating payables at end of year2015-12-31$24,246
Liabilities. Value of operating payables at beginning of year2015-12-31$50,026
Total non interest bearing cash at end of year2015-12-31$1,306,711
Total non interest bearing cash at beginning of year2015-12-31$1,079,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-481,072
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,050,875
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$127,531,947
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$208,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,813,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$52,215,593
Income. Interest from US Government securities2015-12-31$128,471
Income. Interest from corporate debt instruments2015-12-31$392,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,037,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,336,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,336,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$390
Asset value of US Government securities at end of year2015-12-31$8,206,388
Asset value of US Government securities at beginning of year2015-12-31$12,375,818
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$9,101,159
Employer contributions (assets) at end of year2015-12-31$914,556
Employer contributions (assets) at beginning of year2015-12-31$738,352
Income. Dividends from common stock2015-12-31$1,832,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,641,516
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,864,656
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$12,928,481
Contract administrator fees2015-12-31$16,812
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. Value of buildings and other operty used in plan operation at end of year2015-12-31$5,454
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$6,436
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$53,214,016
Aggregate carrying amount (costs) on sale of assets2015-12-31$53,228,345
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 name2015-12-31LUBLINSUSSMAN GROUP LLP
Accountancy firm EIN2015-12-31341087273
2014 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,017,106
Total unrealized appreciation/depreciation of assets2014-12-31$1,017,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,006
Total income from all sources (including contributions)2014-12-31$17,783,489
Total loss/gain on sale of assets2014-12-31$248,197
Total of all expenses incurred2014-12-31$10,476,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,944,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,206,338
Value of total assets at end of year2014-12-31$127,581,973
Value of total assets at beginning of year2014-12-31$120,266,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$531,700
Total interest from all sources2014-12-31$651,985
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,773,038
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$154,515
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$46,498,574
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$38,452,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$402,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$410,684
Other income not declared elsewhere2014-12-31$42,002
Administrative expenses (other) incurred2014-12-31$153,754
Liabilities. Value of operating payables at end of year2014-12-31$50,026
Liabilities. Value of operating payables at beginning of year2014-12-31$41,006
Total non interest bearing cash at end of year2014-12-31$1,079,190
Total non interest bearing cash at beginning of year2014-12-31$862,134
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$7,306,925
Value of net assets at end of year (total assets less liabilities)2014-12-31$127,531,947
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$120,225,022
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$207,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$52,215,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,767,176
Income. Interest from US Government securities2014-12-31$229,625
Income. Interest from corporate debt instruments2014-12-31$422,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,336,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,539,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,539,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$173
Asset value of US Government securities at end of year2014-12-31$12,375,818
Asset value of US Government securities at beginning of year2014-12-31$15,108,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,844,823
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$10,206,338
Employer contributions (assets) at end of year2014-12-31$738,352
Employer contributions (assets) at beginning of year2014-12-31$826,595
Income. Dividends from common stock2014-12-31$1,773,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,944,864
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$12,928,481
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$14,293,640
Contract administrator fees2014-12-31$15,649
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. Value of buildings and other operty used in plan operation at end of year2014-12-31$6,436
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,675
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$45,718,906
Aggregate carrying amount (costs) on sale of assets2014-12-31$45,470,709
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 name2014-12-31LUBLINSUSSMAN GROUP LLP
Accountancy firm EIN2014-12-31341087273
2013 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,153
Total unrealized appreciation/depreciation of assets2013-12-31$2,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,452
Total income from all sources (including contributions)2013-12-31$23,694,852
Total loss/gain on sale of assets2013-12-31$409,380
Total of all expenses incurred2013-12-31$9,871,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,441,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,002,821
Value of total assets at end of year2013-12-31$120,266,028
Value of total assets at beginning of year2013-12-31$106,444,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$430,324
Total interest from all sources2013-12-31$887,983
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,856,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,856,947
Administrative expenses professional fees incurred2013-12-31$155,048
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$38,452,536
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$30,904,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$410,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$938,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$41,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$42,452
Other income not declared elsewhere2013-12-31$90,007
Administrative expenses (other) incurred2013-12-31$159,822
Total non interest bearing cash at end of year2013-12-31$862,134
Total non interest bearing cash at beginning of year2013-12-31$516,191
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$13,823,189
Value of net assets at end of year (total assets less liabilities)2013-12-31$120,225,022
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$106,401,833
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$98,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,767,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,608,195
Income. Interest from US Government securities2013-12-31$385,005
Income. Interest from corporate debt instruments2013-12-31$501,552
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$1,539,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,701,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,701,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,426
Asset value of US Government securities at end of year2013-12-31$15,108,319
Asset value of US Government securities at beginning of year2013-12-31$14,547,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,445,561
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$8,002,821
Employer contributions (assets) at end of year2013-12-31$826,595
Employer contributions (assets) at beginning of year2013-12-31$806,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,441,339
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$14,293,640
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$16,421,193
Contract administrator fees2013-12-31$17,204
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,675
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$941
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$71,485,947
Aggregate carrying amount (costs) on sale of assets2013-12-31$71,076,567
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 PENSION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$330,099
Total unrealized appreciation/depreciation of assets2012-12-31$330,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$83,228
Total income from all sources (including contributions)2012-12-31$19,494,115
Total loss/gain on sale of assets2012-12-31$185,650
Total of all expenses incurred2012-12-31$9,379,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,988,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,300,890
Value of total assets at end of year2012-12-31$106,444,285
Value of total assets at beginning of year2012-12-31$96,369,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$390,859
Total interest from all sources2012-12-31$1,010,830
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,323,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,323,979
Administrative expenses professional fees incurred2012-12-31$108,311
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$30,904,729
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$26,147,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$938,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$815,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$42,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$83,228
Administrative expenses (other) incurred2012-12-31$165,804
Total non interest bearing cash at end of year2012-12-31$516,191
Total non interest bearing cash at beginning of year2012-12-31$478,505
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$10,115,069
Value of net assets at end of year (total assets less liabilities)2012-12-31$106,401,833
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$96,286,764
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$100,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$39,608,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,783,226
Income. Interest from US Government securities2012-12-31$335,987
Income. Interest from corporate debt instruments2012-12-31$673,498
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$2,701,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,837,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,837,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,345
Asset value of US Government securities at end of year2012-12-31$14,547,118
Asset value of US Government securities at beginning of year2012-12-31$12,652,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,342,667
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$10,300,890
Employer contributions (assets) at end of year2012-12-31$806,086
Employer contributions (assets) at beginning of year2012-12-31$850,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,988,187
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$16,421,193
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$16,802,592
Contract administrator fees2012-12-31$15,774
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$941
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,619
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$37,644,248
Aggregate carrying amount (costs) on sale of assets2012-12-31$37,458,598
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 PENSION PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$491,245
Total unrealized appreciation/depreciation of assets2011-12-31$491,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$83,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,225
Total income from all sources (including contributions)2011-12-31$9,578,202
Total loss/gain on sale of assets2011-12-31$430,644
Total of all expenses incurred2011-12-31$9,123,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,578,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,685,189
Value of total assets at end of year2011-12-31$96,369,992
Value of total assets at beginning of year2011-12-31$95,893,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$545,282
Total interest from all sources2011-12-31$1,057,771
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,361,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,361,520
Administrative expenses professional fees incurred2011-12-31$276,069
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$26,147,101
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$27,477,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$815,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$764,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$83,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$61,225
Administrative expenses (other) incurred2011-12-31$140,637
Total non interest bearing cash at end of year2011-12-31$478,505
Total non interest bearing cash at beginning of year2011-12-31$294,820
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$454,415
Value of net assets at end of year (total assets less liabilities)2011-12-31$96,286,764
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$95,832,349
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$113,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,783,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$41,256,020
Income. Interest from US Government securities2011-12-31$471,368
Income. Interest from corporate debt instruments2011-12-31$585,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,837,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$987,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$987,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$934
Asset value of US Government securities at end of year2011-12-31$12,652,968
Asset value of US Government securities at beginning of year2011-12-31$13,510,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,448,167
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$8,685,189
Employer contributions (assets) at end of year2011-12-31$850,460
Employer contributions (assets) at beginning of year2011-12-31$783,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,578,505
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$16,802,592
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$10,816,968
Contract administrator fees2011-12-31$15,316
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,619
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,389
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$72,881,233
Aggregate carrying amount (costs) on sale of assets2011-12-31$72,450,589
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 PENSION PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$250,293
Total unrealized appreciation/depreciation of assets2010-12-31$250,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$52,680
Total income from all sources (including contributions)2010-12-31$18,495,465
Total loss/gain on sale of assets2010-12-31$160,404
Total of all expenses incurred2010-12-31$8,438,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,947,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,213,968
Value of total assets at end of year2010-12-31$95,893,574
Value of total assets at beginning of year2010-12-31$85,827,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$490,752
Total interest from all sources2010-12-31$1,328,115
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,055,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,055,096
Administrative expenses professional fees incurred2010-12-31$172,335
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$27,477,899
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$22,036,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$764,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$910,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$61,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$52,680
Administrative expenses (other) incurred2010-12-31$176,032
Total non interest bearing cash at end of year2010-12-31$294,820
Total non interest bearing cash at beginning of year2010-12-31$190,674
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$10,057,330
Value of net assets at end of year (total assets less liabilities)2010-12-31$95,832,349
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$85,775,019
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$127,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$41,256,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,693,074
Income. Interest from US Government securities2010-12-31$304,190
Income. Interest from corporate debt instruments2010-12-31$1,021,618
Value of interest in common/collective trusts at end of year2010-12-31$7,447,710
Value of interest in common/collective trusts at beginning of year2010-12-31$5,965,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$987,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$582,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$582,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,307
Asset value of US Government securities at end of year2010-12-31$13,510,886
Asset value of US Government securities at beginning of year2010-12-31$7,475,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,487,589
Net investment gain or loss from common/collective trusts2010-12-31$250,293
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$8,213,968
Employer contributions (assets) at end of year2010-12-31$783,727
Employer contributions (assets) at beginning of year2010-12-31$656,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,947,383
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$10,816,968
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$11,279,830
Contract administrator fees2010-12-31$15,240
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,389
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,533
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$46,168,659
Aggregate carrying amount (costs) on sale of assets2010-12-31$46,008,255
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 PENSION PLAN AND TRUST

2023: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2021: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2020: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2019: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2017: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2016: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2015: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2014: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2013: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2012: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2011: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes
2009: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS PENSION 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 - TrustYes

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