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

Plan NameNORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST
Plan identification number 002

NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

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):346668665
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 RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01ERIC OSBORN PETE VAVRINEK2018-10-01
0022016-01-01ERIC OSBORN PETE VAVRINEK2017-10-03
0022015-01-01ERIC OSBORN PETE VAVRINEK2016-08-03
0022014-01-01ERIC OSBORN SHAUN MURRAY2015-09-15
0022013-01-01ERIC OSBORN JOHN GRAY2014-08-18
0022012-01-01ERIC OSBORN JOHN GRAY2013-10-07
0022011-01-01ERIC OSBORN JOHN GRAY2012-07-31
0022010-01-01ERIC OSBORN JOHN GRAY2011-10-12
0022009-01-01ERIC OSBORN JOHN GRAY2010-10-11
0022009-01-01ERIC OSBORN JOHN GRAY2010-10-13
0022009-01-01ERIC OSBORN JOHN GRAY2010-10-13

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

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

Measure Date Value
2023: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-014,560
Total number of active participants reported on line 7a of the Form 55002023-01-012,118
Number of retired or separated participants receiving benefits2023-01-0129
Number of other retired or separated participants entitled to future benefits2023-01-011,927
Total of all active and inactive participants2023-01-014,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0167
Total participants2023-01-014,141
Number of participants with account balances2023-01-014,103
Number of employers contributing to the scheme2023-01-0179
2022: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,337
Total number of active participants reported on line 7a of the Form 55002022-01-012,443
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-012,025
Total of all active and inactive participants2022-01-014,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0169
Total participants2022-01-014,560
Number of participants with account balances2022-01-014,259
Number of employers contributing to the scheme2022-01-0175
2021: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-014,854
Total number of active participants reported on line 7a of the Form 55002021-01-011,965
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-012,333
Total of all active and inactive participants2021-01-014,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0166
Total participants2021-01-014,388
Number of participants with account balances2021-01-014,242
Number of employers contributing to the scheme2021-01-0175
2020: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014,684
Total number of active participants reported on line 7a of the Form 55002020-01-014,528
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-01251
Total of all active and inactive participants2020-01-014,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0155
Total participants2020-01-014,854
Number of participants with account balances2020-01-014,467
Number of employers contributing to the scheme2020-01-0172
2019: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014,701
Total number of active participants reported on line 7a of the Form 55002019-01-014,387
Number of retired or separated participants receiving benefits2019-01-0153
Number of other retired or separated participants entitled to future benefits2019-01-01190
Total of all active and inactive participants2019-01-014,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0154
Total participants2019-01-014,684
Number of participants with account balances2019-01-014,645
Number of employers contributing to the scheme2019-01-0173
2018: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014,238
Total number of active participants reported on line 7a of the Form 55002018-01-014,385
Number of retired or separated participants receiving benefits2018-01-0166
Number of other retired or separated participants entitled to future benefits2018-01-01194
Total of all active and inactive participants2018-01-014,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0156
Total participants2018-01-014,701
Number of participants with account balances2018-01-013,751
Number of employers contributing to the scheme2018-01-0170
2017: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014,253
Total number of active participants reported on line 7a of the Form 55002017-01-015,090
Total of all active and inactive participants2017-01-015,090
Total participants2017-01-015,090
Number of employers contributing to the scheme2017-01-0184
2016: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015,252
Total number of active participants reported on line 7a of the Form 55002016-01-014,253
Total of all active and inactive participants2016-01-014,253
Total participants2016-01-014,253
Number of employers contributing to the scheme2016-01-0182
2015: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015,170
Total number of active participants reported on line 7a of the Form 55002015-01-015,252
Total of all active and inactive participants2015-01-015,252
Total participants2015-01-015,252
Number of employers contributing to the scheme2015-01-0181
2014: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015,252
Total number of active participants reported on line 7a of the Form 55002014-01-015,062
Number of retired or separated participants receiving benefits2014-01-01108
Total of all active and inactive participants2014-01-015,170
Total participants2014-01-015,170
Number of employers contributing to the scheme2014-01-0182
2013: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015,327
Total number of active participants reported on line 7a of the Form 55002013-01-015,129
Number of retired or separated participants receiving benefits2013-01-01123
Total of all active and inactive participants2013-01-015,252
Total participants2013-01-015,252
Number of employers contributing to the scheme2013-01-0175
2012: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015,065
Total number of active participants reported on line 7a of the Form 55002012-01-015,190
Number of retired or separated participants receiving benefits2012-01-01137
Total of all active and inactive participants2012-01-015,327
Total participants2012-01-015,327
Number of employers contributing to the scheme2012-01-0189
2011: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015,074
Total number of active participants reported on line 7a of the Form 55002011-01-015,065
Number of retired or separated participants receiving benefits2011-01-0170
Total of all active and inactive participants2011-01-015,135
Total participants2011-01-015,135
Number of employers contributing to the scheme2011-01-0187
2010: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014,816
Total number of active participants reported on line 7a of the Form 55002010-01-014,947
Number of retired or separated participants receiving benefits2010-01-01127
Total of all active and inactive participants2010-01-015,074
Total participants2010-01-015,074
Number of employers contributing to the scheme2010-01-0188
2009: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014,826
Total number of active participants reported on line 7a of the Form 55002009-01-014,690
Number of retired or separated participants receiving benefits2009-01-01126
Total of all active and inactive participants2009-01-014,816
Total participants2009-01-014,816
Number of employers contributing to the scheme2009-01-01157

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

Measure Date Value
2023 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$2,722,343
Total unrealized appreciation/depreciation of assets2023-12-31$2,722,343
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$248,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$125,448
Total income from all sources (including contributions)2023-12-31$64,699,060
Total loss/gain on sale of assets2023-12-31$127,204
Total of all expenses incurred2023-12-31$17,360,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$16,977,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,501,921
Value of total assets at end of year2023-12-31$342,546,624
Value of total assets at beginning of year2023-12-31$295,085,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$383,425
Total interest from all sources2023-12-31$96,876
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$7,042,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,974,928
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
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$156,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$18,363
Administrative expenses (other) incurred2023-12-31$44,160
Liabilities. Value of operating payables at end of year2023-12-31$248,465
Liabilities. Value of operating payables at beginning of year2023-12-31$107,085
Total non interest bearing cash at end of year2023-12-31$13,471
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$47,338,369
Value of net assets at end of year (total assets less liabilities)2023-12-31$342,298,159
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$294,959,790
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$330,757,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$285,901,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,270,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,905,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,905,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$96,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$41,208,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
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$13,345,595
Employer contributions (assets) at end of year2023-12-31$2,193,859
Employer contributions (assets) at beginning of year2023-12-31$2,054,780
Income. Dividends from common stock2023-12-31$67,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$16,977,266
Contract administrator fees2023-12-31$42,070
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$7,307,925
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$5,219,631
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$3,276
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$4,085
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$1,554,955
Aggregate carrying amount (costs) on sale of assets2023-12-31$1,427,751
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TITUS & URBANSKI INC
Accountancy firm EIN2023-12-31341695540
2022 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,721,213
Total unrealized appreciation/depreciation of assets2022-12-31$-1,721,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$125,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$544,344
Total income from all sources (including contributions)2022-12-31$-46,515,733
Total loss/gain on sale of assets2022-12-31$-425,000
Total of all expenses incurred2022-12-31$18,863,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,513,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,676,804
Value of total assets at end of year2022-12-31$295,085,238
Value of total assets at beginning of year2022-12-31$360,882,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$349,318
Total interest from all sources2022-12-31$24,878
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$23,995,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$23,938,839
Administrative expenses professional fees incurred2022-12-31$107,765
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$18,363
Administrative expenses (other) incurred2022-12-31$173,279
Liabilities. Value of operating payables at end of year2022-12-31$107,085
Liabilities. Value of operating payables at beginning of year2022-12-31$544,344
Total non interest bearing cash at beginning of year2022-12-31$220,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-65,378,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$294,959,790
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$360,338,584
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$44,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$285,901,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$349,687,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,905,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,319,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,319,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-83,066,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$14,674,160
Employer contributions (assets) at end of year2022-12-31$2,054,780
Employer contributions (assets) at beginning of year2022-12-31$2,410,433
Income. Dividends from common stock2022-12-31$56,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,513,743
Contract administrator fees2022-12-31$23,548
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,219,631
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,242,863
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$4,085
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,170
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$1,478,084
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,903,084
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 RETIREMENT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$871,737
Total unrealized appreciation/depreciation of assets2021-12-31$871,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$544,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$402,681
Total income from all sources (including contributions)2021-12-31$52,983,907
Total loss/gain on sale of assets2021-12-31$235,617
Total of all expenses incurred2021-12-31$21,450,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,070,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,870,223
Value of total assets at end of year2021-12-31$360,882,928
Value of total assets at beginning of year2021-12-31$329,207,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$379,811
Total interest from all sources2021-12-31$1,170
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,763,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$32,720,876
Administrative expenses professional fees incurred2021-12-31$93,420
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$11,855,223
Amount contributed by the employer to the plan for this plan year2021-12-31$11,855,223
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,000
Administrative expenses (other) incurred2021-12-31$172,472
Liabilities. Value of operating payables at end of year2021-12-31$544,344
Liabilities. Value of operating payables at beginning of year2021-12-31$402,681
Total non interest bearing cash at end of year2021-12-31$220,132
Total non interest bearing cash at beginning of year2021-12-31$85,316
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$31,533,906
Value of net assets at end of year (total assets less liabilities)2021-12-31$360,338,584
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$328,804,678
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$91,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$349,687,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$320,825,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,319,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$863,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$863,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,241,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$11,855,223
Employer contributions (assets) at end of year2021-12-31$2,410,433
Employer contributions (assets) at beginning of year2021-12-31$1,579,520
Income. Dividends from common stock2021-12-31$42,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,070,190
Contract administrator fees2021-12-31$22,333
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,242,863
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$5,851,032
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,170
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,504
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$5,461,322
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,225,705
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 RETIREMENT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$26,507,374
Total unrealized appreciation/depreciation of assets2020-12-31$26,507,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$402,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$391,046
Total income from all sources (including contributions)2020-12-31$56,922,754
Total loss/gain on sale of assets2020-12-31$711,806
Total of all expenses incurred2020-12-31$29,054,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,558,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,264,756
Value of total assets at end of year2020-12-31$329,207,359
Value of total assets at beginning of year2020-12-31$301,327,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$496,453
Total interest from all sources2020-12-31$6,273
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,074,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$17,028,330
Administrative expenses professional fees incurred2020-12-31$99,088
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$12,264,756
Amount contributed by the employer to the plan for this plan year2020-12-31$12,264,756
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$214,755
Liabilities. Value of operating payables at end of year2020-12-31$402,681
Liabilities. Value of operating payables at beginning of year2020-12-31$391,046
Total non interest bearing cash at end of year2020-12-31$85,316
Total non interest bearing cash at beginning of year2020-12-31$89,084
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$27,868,200
Value of net assets at end of year (total assets less liabilities)2020-12-31$328,804,678
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$300,936,478
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$162,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$320,825,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$294,013,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$863,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,022,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,022,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$358,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$12,264,756
Employer contributions (assets) at end of year2020-12-31$1,579,520
Employer contributions (assets) at beginning of year2020-12-31$3,192,708
Income. Dividends from common stock2020-12-31$45,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,558,101
Contract administrator fees2020-12-31$19,892
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$5,851,032
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,007,159
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,504
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,837
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$20,747,848
Aggregate carrying amount (costs) on sale of assets2020-12-31$20,036,042
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 RETIREMENT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$788,066
Total unrealized appreciation/depreciation of assets2019-12-31$788,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$391,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$399,559
Total income from all sources (including contributions)2019-12-31$71,248,806
Total loss/gain on sale of assets2019-12-31$224,657
Total of all expenses incurred2019-12-31$13,198,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,404,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,924,058
Value of total assets at end of year2019-12-31$301,327,524
Value of total assets at beginning of year2019-12-31$243,285,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$793,232
Total interest from all sources2019-12-31$21,209
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$16,872,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$16,824,504
Administrative expenses professional fees incurred2019-12-31$87,906
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$18,884,176
Amount contributed by the employer to the plan for this plan year2019-12-31$18,884,176
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,882
Administrative expenses (other) incurred2019-12-31$240,701
Liabilities. Value of operating payables at end of year2019-12-31$391,046
Liabilities. Value of operating payables at beginning of year2019-12-31$399,559
Total non interest bearing cash at end of year2019-12-31$89,084
Total non interest bearing cash at beginning of year2019-12-31$11,316
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$58,050,794
Value of net assets at end of year (total assets less liabilities)2019-12-31$300,936,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$242,885,684
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$444,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$294,013,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$238,476,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,022,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,208,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,208,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,418,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$18,884,176
Employer contributions (assets) at end of year2019-12-31$3,192,708
Employer contributions (assets) at beginning of year2019-12-31$1,780,807
Income. Dividends from common stock2019-12-31$48,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,404,780
Contract administrator fees2019-12-31$19,892
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,007,159
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,804,574
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,837
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$3,483
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$2,438,717
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,214,060
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TITUS & URBANSKI INC
Accountancy firm EIN2019-12-31341695540
2018 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-402,145
Total unrealized appreciation/depreciation of assets2018-12-31$-402,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$399,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$269,634
Total income from all sources (including contributions)2018-12-31$-5,801,229
Total loss/gain on sale of assets2018-12-31$-23,512
Total of all expenses incurred2018-12-31$16,110,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,617,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,500,640
Value of total assets at end of year2018-12-31$243,285,243
Value of total assets at beginning of year2018-12-31$265,067,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$492,883
Total interest from all sources2018-12-31$10,299
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,672,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,632,028
Administrative expenses professional fees incurred2018-12-31$78,275
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$11,489,443
Amount contributed by the employer to the plan for this plan year2018-12-31$11,489,443
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$73
Administrative expenses (other) incurred2018-12-31$217,701
Liabilities. Value of operating payables at end of year2018-12-31$399,559
Liabilities. Value of operating payables at beginning of year2018-12-31$269,634
Total non interest bearing cash at end of year2018-12-31$11,316
Total non interest bearing cash at beginning of year2018-12-31$7,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,912,054
Value of net assets at end of year (total assets less liabilities)2018-12-31$242,885,684
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$264,797,738
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$177,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$238,476,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$259,877,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,208,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$647,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$647,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-32,559,396
Net investment gain or loss from common/collective trusts2018-12-31$79,939
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$11,489,443
Employer contributions (assets) at end of year2018-12-31$1,780,807
Employer contributions (assets) at beginning of year2018-12-31$1,897,058
Income. Dividends from common stock2018-12-31$40,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,617,942
Contract administrator fees2018-12-31$19,892
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,804,574
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,631,190
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$3,483
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$5,412
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$4,220,615
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,244,127
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 RETIREMENT PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$269,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$160,670
Total income from all sources (including contributions)2017-12-31$52,497,392
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,706,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,219,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,474,997
Value of total assets at end of year2017-12-31$265,067,372
Value of total assets at beginning of year2017-12-31$225,167,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$487,218
Total interest from all sources2017-12-31$839
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,589,134
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$40,459
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$11,450,056
Amount contributed by the employer to the plan for this plan year2017-12-31$11,450,056
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$73
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13
Other income not declared elsewhere2017-12-31$51,464
Administrative expenses (other) incurred2017-12-31$253,190
Liabilities. Value of operating payables at end of year2017-12-31$269,634
Liabilities. Value of operating payables at beginning of year2017-12-31$160,670
Total non interest bearing cash at end of year2017-12-31$7,973
Total non interest bearing cash at beginning of year2017-12-31$16,485
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$39,790,428
Value of net assets at end of year (total assets less liabilities)2017-12-31$264,797,738
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$225,007,310
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$173,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$259,877,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$220,587,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$647,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$53,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$53,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,380,958
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$11,450,056
Employer contributions (assets) at end of year2017-12-31$1,897,058
Employer contributions (assets) at beginning of year2017-12-31$1,959,975
Income. Dividends from preferred stock2017-12-31$14,589,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,219,746
Contract administrator fees2017-12-31$19,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,631,190
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,542,542
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$5,412
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$7,939
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$10,515,295
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,515,295
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 & COMPANY, LLC
Accountancy firm EIN2017-12-31412173670
2016 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$160,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$152,560
Total income from all sources (including contributions)2016-12-31$34,044,343
Total loss/gain on sale of assets2016-12-31$4,816,751
Total of all expenses incurred2016-12-31$11,444,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,965,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,712,988
Value of total assets at end of year2016-12-31$225,167,980
Value of total assets at beginning of year2016-12-31$202,560,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$478,814
Total interest from all sources2016-12-31$55,201
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,919,246
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$76,436
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$16,712,988
Amount contributed by the employer to the plan for this plan year2016-12-31$16,712,988
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$116,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$233,288
Other income not declared elsewhere2016-12-31$15,798
Administrative expenses (other) incurred2016-12-31$265,191
Liabilities. Value of operating payables at end of year2016-12-31$160,670
Liabilities. Value of operating payables at beginning of year2016-12-31$152,560
Total non interest bearing cash at end of year2016-12-31$16,485
Total non interest bearing cash at beginning of year2016-12-31$58,143
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$22,599,713
Value of net assets at end of year (total assets less liabilities)2016-12-31$225,007,310
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$202,407,597
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$119,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$220,587,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$176,809,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$53,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,703,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,703,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$55,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,524,359
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$16,712,988
Employer contributions (assets) at end of year2016-12-31$1,959,975
Employer contributions (assets) at beginning of year2016-12-31$975,554
Income. Dividends from preferred stock2016-12-31$5,919,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,965,816
Contract administrator fees2016-12-31$17,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,542,542
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,652,990
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$7,939
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$10,466
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$241,466,261
Aggregate carrying amount (costs) on sale of assets2016-12-31$236,649,510
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 RETIREMENT PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$152,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$86,369
Total income from all sources (including contributions)2015-12-31$6,459,949
Total loss/gain on sale of assets2015-12-31$-510,238
Total of all expenses incurred2015-12-31$13,457,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,759,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,157,942
Value of total assets at end of year2015-12-31$202,560,157
Value of total assets at beginning of year2015-12-31$209,491,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$697,736
Total interest from all sources2015-12-31$15,267
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,983,790
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$53,809
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$8,157,942
Amount contributed by the employer to the plan for this plan year2015-12-31$8,157,942
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$116,745
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$114,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$233,288
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$154,848
Administrative expenses (other) incurred2015-12-31$348,574
Liabilities. Value of operating payables at end of year2015-12-31$152,560
Liabilities. Value of operating payables at beginning of year2015-12-31$86,369
Total non interest bearing cash at end of year2015-12-31$58,143
Total non interest bearing cash at beginning of year2015-12-31$136,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,997,730
Value of net assets at end of year (total assets less liabilities)2015-12-31$202,407,597
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$209,405,327
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$277,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$176,809,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$182,653,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,703,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,179,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,179,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$15,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,186,812
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$8,157,942
Employer contributions (assets) at end of year2015-12-31$975,554
Employer contributions (assets) at beginning of year2015-12-31$588,700
Income. Dividends from preferred stock2015-12-31$9,983,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,759,943
Contract administrator fees2015-12-31$18,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,652,990
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,651,231
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$10,466
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$12,993
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$76,011,905
Aggregate carrying amount (costs) on sale of assets2015-12-31$76,522,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LUBLIN SUSSMAN GROUP LLP
Accountancy firm EIN2015-12-31341087273
2014 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$86,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$145,356
Total income from all sources (including contributions)2014-12-31$20,027,842
Total loss/gain on sale of assets2014-12-31$928,667
Total of all expenses incurred2014-12-31$12,639,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,948,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,563,125
Value of total assets at end of year2014-12-31$209,491,696
Value of total assets at beginning of year2014-12-31$202,162,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$691,138
Total interest from all sources2014-12-31$14,789
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,119,354
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$77,284
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$9,563,125
Amount contributed by the employer to the plan for this plan year2014-12-31$9,563,125
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$114,505
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$101,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$154,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$153,693
Other income not declared elsewhere2014-12-31$1,214
Administrative expenses (other) incurred2014-12-31$325,945
Liabilities. Value of operating payables at end of year2014-12-31$86,369
Liabilities. Value of operating payables at beginning of year2014-12-31$145,356
Total non interest bearing cash at end of year2014-12-31$136,493
Total non interest bearing cash at beginning of year2014-12-31$85,053
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$7,388,605
Value of net assets at end of year (total assets less liabilities)2014-12-31$209,405,327
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$202,016,722
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$268,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$182,653,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$174,785,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,179,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$24,662,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$24,662,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-599,307
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$9,563,125
Employer contributions (assets) at end of year2014-12-31$588,700
Employer contributions (assets) at beginning of year2014-12-31$585,661
Income. Dividends from preferred stock2014-12-31$10,119,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,948,099
Contract administrator fees2014-12-31$19,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,651,231
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,779,511
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$12,993
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$9,355
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$85,049,044
Aggregate carrying amount (costs) on sale of assets2014-12-31$84,120,377
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 RETIREMENT PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$145,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$66,549
Total income from all sources (including contributions)2013-12-31$33,159,428
Total loss/gain on sale of assets2013-12-31$2,433,319
Total of all expenses incurred2013-12-31$19,573,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,851,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,450,187
Value of total assets at end of year2013-12-31$202,162,078
Value of total assets at beginning of year2013-12-31$188,497,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$722,163
Total interest from all sources2013-12-31$25,769
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,291,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$127,950
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$6,451,252
Amount contributed by the employer to the plan for this plan year2013-12-31$6,451,252
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$101,158
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$102,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$153,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$116,798
Administrative expenses (other) incurred2013-12-31$322,565
Liabilities. Value of operating payables at end of year2013-12-31$145,356
Liabilities. Value of operating payables at beginning of year2013-12-31$66,549
Total non interest bearing cash at end of year2013-12-31$85,053
Total non interest bearing cash at beginning of year2013-12-31$91,264
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$13,586,027
Value of net assets at end of year (total assets less liabilities)2013-12-31$202,016,722
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$188,430,695
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$254,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$174,785,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$157,917,207
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$24,662,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,198,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,198,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$25,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,959,086
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$6,450,187
Employer contributions (assets) at end of year2013-12-31$585,661
Employer contributions (assets) at beginning of year2013-12-31$655,762
Income. Dividends from preferred stock2013-12-31$8,291,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,851,238
Contract administrator fees2013-12-31$17,523
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,779,511
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,414,537
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$9,355
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,340
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$79,662,439
Aggregate carrying amount (costs) on sale of assets2013-12-31$77,229,120
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 RETIREMENT PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$66,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$81,086
Total income from all sources (including contributions)2012-12-31$29,936,356
Total loss/gain on sale of assets2012-12-31$1,823,451
Total of all expenses incurred2012-12-31$14,015,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,413,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,110,809
Value of total assets at end of year2012-12-31$188,497,244
Value of total assets at beginning of year2012-12-31$172,591,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$602,880
Total interest from all sources2012-12-31$49,936
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,739,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$52,262
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$10,096,790
Amount contributed by the employer to the plan for this plan year2012-12-31$10,096,790
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$102,238
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$195,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$116,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$135,407
Administrative expenses (other) incurred2012-12-31$311,169
Liabilities. Value of operating payables at end of year2012-12-31$66,549
Liabilities. Value of operating payables at beginning of year2012-12-31$81,086
Total non interest bearing cash at end of year2012-12-31$91,264
Total non interest bearing cash at beginning of year2012-12-31$107,794
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$15,920,445
Value of net assets at end of year (total assets less liabilities)2012-12-31$188,430,695
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$172,510,250
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$222,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$157,917,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$144,708,273
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$28,198,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,450,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,450,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$49,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,212,820
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$10,110,809
Employer contributions (assets) at end of year2012-12-31$655,762
Employer contributions (assets) at beginning of year2012-12-31$564,944
Income. Dividends from preferred stock2012-12-31$6,739,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,413,031
Contract administrator fees2012-12-31$17,078
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,414,537
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,426,417
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,340
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,652
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$69,228,844
Aggregate carrying amount (costs) on sale of assets2012-12-31$67,405,393
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 RETIREMENT PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$81,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$62,777
Total income from all sources (including contributions)2011-12-31$5,440,387
Total loss/gain on sale of assets2011-12-31$-21,938
Total of all expenses incurred2011-12-31$17,921,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,327,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,788,033
Value of total assets at end of year2011-12-31$172,591,336
Value of total assets at beginning of year2011-12-31$185,053,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$593,563
Total interest from all sources2011-12-31$42,569
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,015,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$51,299
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$6,776,473
Amount contributed by the employer to the plan for this plan year2011-12-31$6,776,473
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$195,405
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$174,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$135,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$82,969
Administrative expenses (other) incurred2011-12-31$291,642
Liabilities. Value of operating payables at end of year2011-12-31$81,086
Liabilities. Value of operating payables at beginning of year2011-12-31$62,777
Total non interest bearing cash at end of year2011-12-31$107,794
Total non interest bearing cash at beginning of year2011-12-31$124,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-12,480,803
Value of net assets at end of year (total assets less liabilities)2011-12-31$172,510,250
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$184,991,053
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$234,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$144,708,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$156,754,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,450,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$25,563,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$25,563,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$42,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,383,927
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$6,788,033
Employer contributions (assets) at end of year2011-12-31$564,944
Employer contributions (assets) at beginning of year2011-12-31$512,802
Income. Dividends from preferred stock2011-12-31$5,015,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,327,627
Contract administrator fees2011-12-31$16,582
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,426,417
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,837,184
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,652
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,313
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$77,967,427
Aggregate carrying amount (costs) on sale of assets2011-12-31$77,989,365
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 RETIREMENT PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$101,606
Total income from all sources (including contributions)2010-12-31$26,876,447
Total loss/gain on sale of assets2010-12-31$1,258,450
Total of all expenses incurred2010-12-31$15,250,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,640,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,319,486
Value of total assets at end of year2010-12-31$185,053,830
Value of total assets at beginning of year2010-12-31$173,466,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$610,183
Total interest from all sources2010-12-31$56,606
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,209,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$54,855
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$7,308,571
Amount contributed by the employer to the plan for this plan year2010-12-31$7,308,571
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$174,978
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$159,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$82,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$104,497
Administrative expenses (other) incurred2010-12-31$296,866
Liabilities. Value of operating payables at end of year2010-12-31$62,777
Liabilities. Value of operating payables at beginning of year2010-12-31$101,606
Total non interest bearing cash at end of year2010-12-31$124,756
Total non interest bearing cash at beginning of year2010-12-31$70,670
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$11,625,693
Value of net assets at end of year (total assets less liabilities)2010-12-31$184,991,053
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$173,365,360
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$244,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$156,754,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$142,457,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$25,563,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$28,697,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$28,697,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$56,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,032,354
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$7,319,486
Employer contributions (assets) at end of year2010-12-31$512,802
Employer contributions (assets) at beginning of year2010-12-31$538,867
Income. Dividends from preferred stock2010-12-31$6,209,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,640,571
Contract administrator fees2010-12-31$13,854
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,837,184
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,432,419
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,313
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,038
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$75,780,313
Aggregate carrying amount (costs) on sale of assets2010-12-31$74,521,863
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
2009 : NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$7,508,218
Amount contributed by the employer to the plan for this plan year2009-12-31$7,508,218

Form 5500 Responses for NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST

2023: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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 RETIREMENT 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
2010: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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