401k Plan data: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST plan

PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 401k Plan overview

Plan Name	PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST
Plan identification number	003

PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

PLUMBERS AND PIPEFITTERS LOCAL 553 has sponsored the creation of one or more 401k plans.

Company Name: PLUMBERS AND PIPEFITTERS LOCAL 553

Employer identification number (EIN): 371330766

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01
003 2015-01-01
003 2014-01-01 CHRISTOPHER STANLEY
003 2013-01-01 CHRISTOPHER STANLEY
003 2012-01-01 LAWRENCE GRAHAM
003 2011-01-01 LAWRENCE GRAHAM
003 2009-01-01 LAWRENCE GRAHAM
003 2009-01-01 LAWRENCE GRAHAM

Plan Statistics for PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST

401k plan membership statisitcs for PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST

Measure Date Value
2016: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 43
2015: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 506
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 337
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 156
Total of all active and inactive participants 2015-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 494
Number of participants with account balances 2015-01-01 494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 251
Number of employers contributing to the scheme 2015-01-01 42
2014: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 369
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 137
Total of all active and inactive participants 2014-01-01 506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 506
Number of participants with account balances 2014-01-01 506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 225
Number of employers contributing to the scheme 2014-01-01 37
2013: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 279
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 159
Total of all active and inactive participants 2013-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 438
Number of participants with account balances 2013-01-01 438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 58
Number of employers contributing to the scheme 2013-01-01 49
2012: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 998
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 462
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 486
Number of participants with account balances 2012-01-01 486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 755
Number of employers contributing to the scheme 2012-01-01 49
2011: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,016
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 971
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 998
Number of participants with account balances 2011-01-01 998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 218
Number of employers contributing to the scheme 2011-01-01 42
2009: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 823
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 846
Number of participants with account balances 2009-01-01 846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 534
Number of employers contributing to the scheme 2009-01-01 50

Measure	Date	Value
2016: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	43
2015: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	506
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	337
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	156
Total of all active and inactive participants	2015-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	494
Number of participants with account balances	2015-01-01	494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	251
Number of employers contributing to the scheme	2015-01-01	42
2014: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	369
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	137
Total of all active and inactive participants	2014-01-01	506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	506
Number of participants with account balances	2014-01-01	506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	225
Number of employers contributing to the scheme	2014-01-01	37
2013: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	279
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	159
Total of all active and inactive participants	2013-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	438
Number of participants with account balances	2013-01-01	438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	58
Number of employers contributing to the scheme	2013-01-01	49
2012: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	998
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	462
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	486
Number of participants with account balances	2012-01-01	486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	755
Number of employers contributing to the scheme	2012-01-01	49
2011: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,016
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	971
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	998
Number of participants with account balances	2011-01-01	998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	218
Number of employers contributing to the scheme	2011-01-01	42
2009: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	823
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	846
Number of participants with account balances	2009-01-01	846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	534
Number of employers contributing to the scheme	2009-01-01	50

Financial Data on PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST

Measure	Date	Value
2016 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,716,500
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,716,500
Total transfer of assets from this plan	2016-12-31	$28,934,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$48,581
Total income from all sources (including contributions)	2016-12-31	$3,089,416
Total loss/gain on sale of assets	2016-12-31	$-353,619
Total of all expenses incurred	2016-12-31	$2,597,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,490,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$975,999
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$28,491,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$106,887
Total interest from all sources	2016-12-31	$153,751
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$588,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$204,318
Administrative expenses professional fees incurred	2016-12-31	$42,249
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$967,526
Amount contributed by the employer to the plan for this plan year	2016-12-31	$967,526
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$28,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$33,623
Other income not declared elsewhere	2016-12-31	$7,994
Administrative expenses (other) incurred	2016-12-31	$22,251
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$14,958
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$303,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$491,612
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,443,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$42,387
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,597,112
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,293,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$880,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$880,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$153,751
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$3,914,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$975,999
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$97,657
Income. Dividends from common stock	2016-12-31	$384,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,490,917
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$2,376,761
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	Yes
Aggregate proceeds on sale of assets	2016-12-31	$47,130,266
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$47,483,885
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-1,058,695
Total unrealized appreciation/depreciation of assets	2015-12-31	$-1,058,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$48,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$48,032
Total income from all sources (including contributions)	2015-12-31	$887,366
Total loss/gain on sale of assets	2015-12-31	$1,725,695
Total of all expenses incurred	2015-12-31	$1,651,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,540,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,237,148
Value of total assets at end of year	2015-12-31	$28,491,779
Value of total assets at beginning of year	2015-12-31	$29,255,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$111,443
Total interest from all sources	2015-12-31	$57,184
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$352,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$23,578
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$1,232,822
Amount contributed by the employer to the plan for this plan year	2015-12-31	$1,232,822
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,381,904
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$28,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$38,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$33,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$26,611
Other income not declared elsewhere	2015-12-31	$3,387
Administrative expenses (other) incurred	2015-12-31	$21,002
Liabilities. Value of operating payables at end of year	2015-12-31	$14,958
Liabilities. Value of operating payables at beginning of year	2015-12-31	$21,421
Total non interest bearing cash at end of year	2015-12-31	$303,727
Total non interest bearing cash at beginning of year	2015-12-31	$364,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-764,098
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$28,443,198
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$29,207,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$66,863
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,597,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,437,571
Value of interest in common/collective trusts at end of year	2015-12-31	$1,293,997
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,296,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$880,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,377,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,377,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$57,184
Asset value of US Government securities at end of year	2015-12-31	$3,914,235
Asset value of US Government securities at beginning of year	2015-12-31	$1,604,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,452,954
Net investment gain or loss from common/collective trusts	2015-12-31	$22,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,237,148
Employer contributions (assets) at end of year	2015-12-31	$97,657
Employer contributions (assets) at beginning of year	2015-12-31	$75,159
Income. Dividends from common stock	2015-12-31	$352,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,540,021
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$2,376,761
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$204,280
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$12,474,997
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$24,591,520
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$22,865,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-1,230,229
Total unrealized appreciation/depreciation of assets	2014-12-31	$-1,230,229
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$48,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$29,727
Total income from all sources (including contributions)	2014-12-31	$2,685,186
Total loss/gain on sale of assets	2014-12-31	$1,676,678
Total of all expenses incurred	2014-12-31	$950,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$767,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,371,117
Value of total assets at end of year	2014-12-31	$29,255,328
Value of total assets at beginning of year	2014-12-31	$27,502,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$182,685
Total interest from all sources	2014-12-31	$113,342
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$189,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$26,826
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$1,371,117
Amount contributed by the employer to the plan for this plan year	2014-12-31	$1,371,117
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,381,904
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,620,302
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$38,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$48,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$26,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$11,434
Other income not declared elsewhere	2014-12-31	$5,450
Administrative expenses (other) incurred	2014-12-31	$29,865
Liabilities. Value of operating payables at end of year	2014-12-31	$21,421
Liabilities. Value of operating payables at beginning of year	2014-12-31	$18,293
Total non interest bearing cash at end of year	2014-12-31	$364,654
Total non interest bearing cash at beginning of year	2014-12-31	$108,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,734,683
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$29,207,296
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$27,472,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$125,994
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,437,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,309,294
Value of interest in common/collective trusts at end of year	2014-12-31	$1,296,482
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,132,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,377,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$864,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$864,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$113,342
Asset value of US Government securities at end of year	2014-12-31	$1,604,763
Asset value of US Government securities at beginning of year	2014-12-31	$2,149,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$537,274
Net investment gain or loss from common/collective trusts	2014-12-31	$22,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,371,117
Employer contributions (assets) at end of year	2014-12-31	$75,159
Employer contributions (assets) at beginning of year	2014-12-31	$80,546
Income. Dividends from common stock	2014-12-31	$189,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$767,818
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$204,280
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$603,298
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$12,474,997
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$10,585,865
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$23,363,248
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$21,686,570
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WOLFE NILGES NAHORSKI PC
Accountancy firm EIN	2014-12-31	431236296
2013 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$1,911,790
Total unrealized appreciation/depreciation of assets	2013-12-31	$1,911,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$29,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$183,345
Total income from all sources (including contributions)	2013-12-31	$5,194,898
Total loss/gain on sale of assets	2013-12-31	$431,456
Total of all expenses incurred	2013-12-31	$1,494,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,341,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$966,666
Value of total assets at end of year	2013-12-31	$27,502,340
Value of total assets at beginning of year	2013-12-31	$23,955,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$152,388
Total interest from all sources	2013-12-31	$235,226
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$131,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$19,308
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$966,666
Amount contributed by the employer to the plan for this plan year	2013-12-31	$966,666
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,620,302
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,786,227
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$48,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$37,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$11,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$157,110
Administrative expenses (other) incurred	2013-12-31	$31,247
Liabilities. Value of operating payables at end of year	2013-12-31	$18,293
Liabilities. Value of operating payables at beginning of year	2013-12-31	$26,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,700,563
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$27,472,613
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,772,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$101,833
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,309,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,906,705
Interest earned on other investments	2013-12-31	$105,713
Value of interest in common/collective trusts at end of year	2013-12-31	$1,132,534
Value of interest in common/collective trusts at beginning of year	2013-12-31	$847,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$972,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,624,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,624,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$129,513
Asset value of US Government securities at end of year	2013-12-31	$2,149,635
Asset value of US Government securities at beginning of year	2013-12-31	$1,362,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,500,410
Net investment gain or loss from common/collective trusts	2013-12-31	$17,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$966,666
Employer contributions (assets) at end of year	2013-12-31	$80,546
Employer contributions (assets) at beginning of year	2013-12-31	$391,208
Income. Dividends from common stock	2013-12-31	$131,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,341,947
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$603,298
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,022,733
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$10,585,865
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$7,975,815
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$12,228,805
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$11,797,349
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN	2013-12-31	430956682
2012 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$715,012
Total unrealized appreciation/depreciation of assets	2012-12-31	$715,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$183,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$89,244
Total income from all sources (including contributions)	2012-12-31	$3,354,480
Total loss/gain on sale of assets	2012-12-31	$431,228
Total of all expenses incurred	2012-12-31	$1,092,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$934,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,244,337
Value of total assets at end of year	2012-12-31	$23,955,395
Value of total assets at beginning of year	2012-12-31	$21,599,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$157,695
Total interest from all sources	2012-12-31	$159,113
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$225,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$34,981
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$159,453
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$1,244,337
Amount contributed by the employer to the plan for this plan year	2012-12-31	$1,244,337
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,786,227
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,784,733
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$37,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$56,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$157,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$62,178
Other income not declared elsewhere	2012-12-31	$671
Administrative expenses (other) incurred	2012-12-31	$24,431
Liabilities. Value of operating payables at end of year	2012-12-31	$26,235
Liabilities. Value of operating payables at beginning of year	2012-12-31	$27,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,262,167
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,772,050
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,509,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$98,283
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,906,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,161,960
Interest earned on other investments	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$847,649
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,624,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,100,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,100,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$159,113
Asset value of US Government securities at end of year	2012-12-31	$1,362,856
Asset value of US Government securities at beginning of year	2012-12-31	$878,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$567,372
Net investment gain or loss from common/collective trusts	2012-12-31	$11,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,244,337
Employer contributions (assets) at end of year	2012-12-31	$391,208
Employer contributions (assets) at beginning of year	2012-12-31	$105,125
Income. Dividends from common stock	2012-12-31	$225,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$934,618
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,022,733
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,573,638
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$7,975,815
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$7,778,825
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$12,343,147
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$11,911,919
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN	2012-12-31	430956682
2011 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-318,410
Total unrealized appreciation/depreciation of assets	2011-12-31	$-318,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$89,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$510,024
Total income from all sources (including contributions)	2011-12-31	$2,726,135
Total loss/gain on sale of assets	2011-12-31	$-768,397
Total of all expenses incurred	2011-12-31	$412,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$258,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,155,348
Value of total assets at end of year	2011-12-31	$21,599,127
Value of total assets at beginning of year	2011-12-31	$19,706,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$153,810
Total interest from all sources	2011-12-31	$162,031
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$386,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$165,440
Administrative expenses professional fees incurred	2011-12-31	$31,017
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$159,453
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$180,125
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$3,155,348
Amount contributed by the employer to the plan for this plan year	2011-12-31	$3,155,348
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,784,733
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$456,032
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$56,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$50,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$62,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$426,403
Other income not declared elsewhere	2011-12-31	$2,765
Administrative expenses (other) incurred	2011-12-31	$21,665
Liabilities. Value of operating payables at end of year	2011-12-31	$27,066
Liabilities. Value of operating payables at beginning of year	2011-12-31	$83,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,313,893
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,509,883
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,195,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$101,128
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,161,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,884,372
Interest earned on other investments	2011-12-31	$39,195
Income. Interest from US Government securities	2011-12-31	$32,530
Income. Interest from corporate debt instruments	2011-12-31	$77,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,100,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,611,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,611,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$12,966
Asset value of US Government securities at end of year	2011-12-31	$878,656
Asset value of US Government securities at beginning of year	2011-12-31	$866,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$106,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,155,348
Employer contributions (assets) at end of year	2011-12-31	$105,125
Employer contributions (assets) at beginning of year	2011-12-31	$470,951
Income. Dividends from preferred stock	2011-12-31	$13,128
Income. Dividends from common stock	2011-12-31	$207,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$258,432
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,573,638
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$1,623,552
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$7,778,825
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$8,562,661
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$7,310,624
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$8,079,021
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN	2011-12-31	430956682
2010 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,287,541
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,287,541
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$510,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$245,117
Total income from all sources (including contributions)	2010-12-31	$4,924,636
Total loss/gain on sale of assets	2010-12-31	$-151,270
Total of all expenses incurred	2010-12-31	$709,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$571,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,234,389
Value of total assets at end of year	2010-12-31	$19,706,014
Value of total assets at beginning of year	2010-12-31	$15,225,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$137,414
Total interest from all sources	2010-12-31	$155,177
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$227,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$77,956
Administrative expenses professional fees incurred	2010-12-31	$38,000
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$180,125
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$159,274
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$3,234,389
Amount contributed by the employer to the plan for this plan year	2010-12-31	$3,234,389
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$456,032
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$247,590
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$50,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$46,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$426,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$221,640
Other income not declared elsewhere	2010-12-31	$5,234
Administrative expenses (other) incurred	2010-12-31	$18,521
Liabilities. Value of operating payables at end of year	2010-12-31	$83,621
Liabilities. Value of operating payables at beginning of year	2010-12-31	$23,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,215,520
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,195,990
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$14,980,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$80,893
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,884,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,596,359
Interest earned on other investments	2010-12-31	$15,706
Income. Interest from US Government securities	2010-12-31	$28,882
Income. Interest from corporate debt instruments	2010-12-31	$80,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,611,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,649,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,649,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$29,593
Asset value of US Government securities at end of year	2010-12-31	$866,850
Asset value of US Government securities at beginning of year	2010-12-31	$742,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$165,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,234,389
Employer contributions (assets) at end of year	2010-12-31	$470,951
Employer contributions (assets) at beginning of year	2010-12-31	$273,744
Income. Dividends from preferred stock	2010-12-31	$12,581
Income. Dividends from common stock	2010-12-31	$137,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$571,702
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$1,623,552
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$2,104,605
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$8,562,661
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$6,406,234
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$4,129,350
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$4,280,620
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	STEPHEN J. MORICE & ASSOCIATES, INC
Accountancy firm EIN	2010-12-31	430956682
2009 : PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$2,741,090
Amount contributed by the employer to the plan for this plan year	2009-12-31	$2,741,090

Form 5500 Responses for PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST

2016: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL RETIREMENT TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLUMBERS AND PIPEFITTERS LOCAL 553
Employer identification number (EIN):	371330766
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors