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PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 401k Plan overview

Plan NamePLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN
Plan identification number 002

PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TRUSTEES OF PLUMBERS LOCAL NO. 93 U.A. PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF PLUMBERS LOCAL NO. 93 U.A. PENSION FUND
Employer identification number (EIN):516053244
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-12-01SCOTT SPANGLE LORI ABBOTT2015-03-16
0022012-12-01SCOTT SPANGLE LORI ABBOTT2014-06-27
0022011-12-01SCOTT SPANGLE DAVID KERRIGAN2013-09-11
0022010-12-01LYNN KARNER DAVID KERRIGAN2012-09-14
0022009-12-01LYNN KARNER DAVID KERRIGAN2011-09-14
0022008-12-01
0022008-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0022007-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0022006-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0022005-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0022004-12-01LYNN KARNER DAVID KERRIGAN2013-05-22

Plan Statistics for PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN

401k plan membership statisitcs for PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN

Measure Date Value
2013: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-011,099
Total number of active participants reported on line 7a of the Form 55002013-12-010
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-010
Total of all active and inactive participants2013-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-010
Number of participants with account balances2013-12-010
Number of employers contributing to the scheme2013-12-0178
2012: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-011,123
Total number of active participants reported on line 7a of the Form 55002012-12-011,035
Number of retired or separated participants receiving benefits2012-12-0114
Number of other retired or separated participants entitled to future benefits2012-12-0147
Total of all active and inactive participants2012-12-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-013
Total participants2012-12-011,099
Number of participants with account balances2012-12-01994
Number of employers contributing to the scheme2012-12-0194
2011: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-011,144
Total number of active participants reported on line 7a of the Form 55002011-12-011,073
Number of retired or separated participants receiving benefits2011-12-0110
Number of other retired or separated participants entitled to future benefits2011-12-0139
Total of all active and inactive participants2011-12-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-011
Total participants2011-12-011,123
Number of participants with account balances2011-12-011,034
Number of employers contributing to the scheme2011-12-01123
2010: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-011,146
Total number of active participants reported on line 7a of the Form 55002010-12-011,097
Number of retired or separated participants receiving benefits2010-12-017
Number of other retired or separated participants entitled to future benefits2010-12-0139
Total of all active and inactive participants2010-12-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-011
Total participants2010-12-011,144
Number of participants with account balances2010-12-011,084
Number of employers contributing to the scheme2010-12-01125
2009: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-011,152
Total number of active participants reported on line 7a of the Form 55002009-12-011,110
Number of retired or separated participants receiving benefits2009-12-015
Number of other retired or separated participants entitled to future benefits2009-12-0131
Total of all active and inactive participants2009-12-011,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-011,146
Number of participants with account balances2009-12-011,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010
Number of employers contributing to the scheme2009-12-01161
2008: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2008 401k membership
Total participants, beginning-of-year2008-12-011,109
Total number of active participants reported on line 7a of the Form 55002008-12-011,135
Number of other retired or separated participants entitled to future benefits2008-12-0116
Total of all active and inactive participants2008-12-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-12-011
Total participants2008-12-011,152
Number of participants with account balances2008-12-011,128
2007: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2007 401k membership
Total participants, beginning-of-year2007-12-011,119
Total number of active participants reported on line 7a of the Form 55002007-12-011,119
Number of other retired or separated participants entitled to future benefits2007-12-017
Total of all active and inactive participants2007-12-011,126
Total participants2007-12-011,126
Number of participants with account balances2007-12-011,109
2006: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2006 401k membership
Total participants, beginning-of-year2006-12-011,136
Total number of active participants reported on line 7a of the Form 55002006-12-011,119
Total of all active and inactive participants2006-12-011,119
Total participants2006-12-011,119
2005: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2005 401k membership
Total participants, beginning-of-year2005-12-011,124
Total number of active participants reported on line 7a of the Form 55002005-12-011,136
Total of all active and inactive participants2005-12-011,136
Total participants2005-12-011,136
2004: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2004 401k membership
Total participants, beginning-of-year2004-12-011,138
Total number of active participants reported on line 7a of the Form 55002004-12-011,124
Total of all active and inactive participants2004-12-011,124
Total participants2004-12-011,124

Financial Data on PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN

Measure Date Value
2014 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2014 401k financial data
Total transfer of assets from this plan2014-05-31$117,811,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$33,501
Total income from all sources (including contributions)2014-05-31$8,513,734
Total of all expenses incurred2014-05-31$10,238,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$10,105,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$2,076,313
Value of total assets at end of year2014-05-31$0
Value of total assets at beginning of year2014-05-31$119,569,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$132,530
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$3,476,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$3,476,881
Administrative expenses professional fees incurred2014-05-31$60,035
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$74,963
Participant contributions at end of year2014-05-31$0
Participant contributions at beginning of year2014-05-31$12,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$44,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$4,803
Administrative expenses (other) incurred2014-05-31$52,495
Liabilities. Value of operating payables at end of year2014-05-31$0
Liabilities. Value of operating payables at beginning of year2014-05-31$25,141
Total non interest bearing cash at end of year2014-05-31$0
Total non interest bearing cash at beginning of year2014-05-31$293,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$-1,724,416
Value of net assets at end of year (total assets less liabilities)2014-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$119,536,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$118,794,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$2,960,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31Yes
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$2,001,350
Employer contributions (assets) at end of year2014-05-31$0
Employer contributions (assets) at beginning of year2014-05-31$421,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$10,105,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Liabilities. Value of benefit claims payable at end of year2014-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$3,557
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$2,329
Did the plan have assets held for investment2014-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-05-31320043599
2013 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$33,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$19,078
Total income from all sources (including contributions)2013-11-30$19,661,757
Total of all expenses incurred2013-11-30$5,748,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$5,526,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$4,579,507
Value of total assets at end of year2013-11-30$119,569,782
Value of total assets at beginning of year2013-11-30$105,642,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$222,284
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$3,244,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$3,244,244
Administrative expenses professional fees incurred2013-11-30$102,145
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$500,000
If this is an individual account plan, was there a blackout period2013-11-30No
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Contributions received from participants2013-11-30$140,495
Participant contributions at end of year2013-11-30$12,678
Participant contributions at beginning of year2013-11-30$13,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-11-30$44,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-11-30$8,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-11-30$4,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-11-30$1,154
Administrative expenses (other) incurred2013-11-30$78,746
Liabilities. Value of operating payables at end of year2013-11-30$25,141
Liabilities. Value of operating payables at beginning of year2013-11-30$17,924
Total non interest bearing cash at end of year2013-11-30$293,978
Total non interest bearing cash at beginning of year2013-11-30$112,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$13,913,295
Value of net assets at end of year (total assets less liabilities)2013-11-30$119,536,281
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$105,622,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$41,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$118,794,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$105,195,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$11,838,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30Yes
Was there a failure to transmit to the plan any participant contributions2013-11-30Yes
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$4,439,012
Employer contributions (assets) at end of year2013-11-30$421,627
Employer contributions (assets) at beginning of year2013-11-30$307,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$5,526,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-11-30No
Liabilities. Value of benefit claims payable at end of year2013-11-30$3,557
Liabilities. Value of benefit claims payable at beginning of year2013-11-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-11-30$2,329
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-11-30$4,414
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30No
Opinion of an independent qualified public accountant for this plan2013-11-30Unqualified
Accountancy firm name2013-11-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-11-30320043599
2012 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$19,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$22,106
Total income from all sources (including contributions)2012-11-30$14,516,327
Total of all expenses incurred2012-11-30$6,164,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$5,968,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$3,169,296
Value of total assets at end of year2012-11-30$105,642,064
Value of total assets at beginning of year2012-11-30$97,293,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$196,848
Total interest from all sources2012-11-30$247
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$2,669,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$2,669,425
Administrative expenses professional fees incurred2012-11-30$74,087
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$500,000
If this is an individual account plan, was there a blackout period2012-11-30No
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Contributions received from participants2012-11-30$173,811
Participant contributions at end of year2012-11-30$13,315
Participant contributions at beginning of year2012-11-30$12,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-11-30$8,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-11-30$7,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-11-30$1,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-11-30$8,832
Other income not declared elsewhere2012-11-30$20,759
Administrative expenses (other) incurred2012-11-30$81,294
Liabilities. Value of operating payables at end of year2012-11-30$17,924
Liabilities. Value of operating payables at beginning of year2012-11-30$13,274
Total non interest bearing cash at end of year2012-11-30$112,917
Total non interest bearing cash at beginning of year2012-11-30$429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$8,351,447
Value of net assets at end of year (total assets less liabilities)2012-11-30$105,622,986
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$97,271,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$41,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$105,195,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$96,753,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$243,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$243,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-11-30$247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$8,656,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30Yes
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$2,995,485
Employer contributions (assets) at end of year2012-11-30$307,131
Employer contributions (assets) at beginning of year2012-11-30$269,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$5,968,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-11-30No
Assets. Value of buildings and other operty used in plan operation at end of year2012-11-30$4,414
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-11-30$6,699
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30No
Opinion of an independent qualified public accountant for this plan2012-11-30Unqualified
Accountancy firm name2012-11-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-11-30320043599
2011 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$22,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$29,752
Total income from all sources (including contributions)2011-11-30$8,460,986
Total of all expenses incurred2011-11-30$4,683,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$4,487,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$3,149,344
Value of total assets at end of year2011-11-30$97,293,645
Value of total assets at beginning of year2011-11-30$93,523,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$196,200
Total interest from all sources2011-11-30$335
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$2,627,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$2,627,408
Administrative expenses professional fees incurred2011-11-30$85,342
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$500,000
If this is an individual account plan, was there a blackout period2011-11-30No
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Contributions received from participants2011-11-30$178,520
Participant contributions at end of year2011-11-30$12,939
Participant contributions at beginning of year2011-11-30$13,915
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-11-30$7,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-11-30$137,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-11-30$8,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-11-30$18,905
Other income not declared elsewhere2011-11-30$23,831
Administrative expenses (other) incurred2011-11-30$64,092
Liabilities. Value of operating payables at end of year2011-11-30$13,274
Liabilities. Value of operating payables at beginning of year2011-11-30$10,847
Total non interest bearing cash at end of year2011-11-30$429
Total non interest bearing cash at beginning of year2011-11-30$21,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$3,777,674
Value of net assets at end of year (total assets less liabilities)2011-11-30$97,271,539
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$93,493,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Investment advisory and management fees2011-11-30$46,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$96,753,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$93,008,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$243,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$91,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$91,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-11-30$335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$2,660,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30Yes
Was there a failure to transmit to the plan any participant contributions2011-11-30Yes
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$2,970,824
Employer contributions (assets) at end of year2011-11-30$269,864
Employer contributions (assets) at beginning of year2011-11-30$241,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$4,487,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-11-30No
Assets. Value of buildings and other operty used in plan operation at end of year2011-11-30$6,699
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-11-30$8,992
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30No
Opinion of an independent qualified public accountant for this plan2011-11-30Unqualified
Accountancy firm name2011-11-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-11-30320043599
2010 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-11-30$0
Minimum employer required contribution for this plan year2010-11-30$2,704,684
Amount contributed by the employer to the plan for this plan year2010-11-30$2,704,684
2009 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2009 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-11-30$4,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-11-30$145,862
Total income from all sources (including contributions)2009-11-30$19,931,691
Total of all expenses incurred2009-11-30$4,099,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-11-30$3,832,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-11-30$3,513,397
Value of total assets at end of year2009-11-30$86,950,491
Value of total assets at beginning of year2009-11-30$71,259,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-11-30$266,986
Total interest from all sources2009-11-30$2,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-11-30No
Administrative expenses professional fees incurred2009-11-30$117,251
Was this plan covered by a fidelity bond2009-11-30Yes
Value of fidelity bond cover2009-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2009-11-30Yes
Amount of non-exempt transactions with any party-in-interest2009-11-30$4,286
Contributions received from participants2009-11-30$371,373
Participant contributions at end of year2009-11-30$49,048
Participant contributions at beginning of year2009-11-30$43,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-11-30$4,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-11-30$1,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-11-30$1,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-11-30$137,659
Administrative expenses (other) incurred2009-11-30$109,735
Liabilities. Value of operating payables at end of year2009-11-30$2,983
Liabilities. Value of operating payables at beginning of year2009-11-30$8,203
Total non interest bearing cash at end of year2009-11-30$1,709
Total non interest bearing cash at beginning of year2009-11-30$323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-11-30No
Value of net income/loss2009-11-30$15,832,216
Value of net assets at end of year (total assets less liabilities)2009-11-30$86,945,847
Value of net assets at beginning of year (total assets less liabilities)2009-11-30$71,113,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-11-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2009-11-30$0
Were any leases to which the plan was party in default or uncollectible2009-11-30No
Investment advisory and management fees2009-11-30$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-11-30$86,472,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-11-30$70,532,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-11-30$179,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-11-30$331,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-11-30$331,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-11-30$2,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-11-30$16,415,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-11-30Yes
Was there a failure to transmit to the plan any participant contributions2009-11-30No
Has the plan failed to provide any benefit when due under the plan2009-11-30No
Contributions received in cash from employer2009-11-30$3,142,024
Employer contributions (assets) at end of year2009-11-30$238,817
Employer contributions (assets) at beginning of year2009-11-30$348,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-11-30$3,832,489
Assets. Value of buildings and other operty used in plan operation at end of year2009-11-30$4,089
Assets. Value of buildings and other operty used in plan operation at beginning of year2009-11-30$826
Did the plan have assets held for investment2009-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-11-30No
Opinion of an independent qualified public accountant for this plan2009-11-30Unqualified
Accountancy firm name2009-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2009-11-30362769783
2008 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2008 401k financial data
Total transfer of assets to this plan2008-11-30$3,219,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-11-30$145,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-11-30$68,145
Total income from all sources (including contributions)2008-11-30$-16,141,923
Total of all expenses incurred2008-11-30$3,882,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-11-30$3,610,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-11-30$4,518,209
Value of total assets at end of year2008-11-30$71,259,493
Value of total assets at beginning of year2008-11-30$87,986,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-11-30$271,908
Total interest from all sources2008-11-30$8,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-11-30No
Administrative expenses professional fees incurred2008-11-30$125,577
Was this plan covered by a fidelity bond2008-11-30Yes
Value of fidelity bond cover2008-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2008-11-30Yes
Amount of non-exempt transactions with any party-in-interest2008-11-30$4,286
Contributions received from participants2008-11-30$296,165
Participant contributions at end of year2008-11-30$43,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-11-30$1,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-11-30$1,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-11-30$137,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-11-30$59,658
Administrative expenses (other) incurred2008-11-30$106,331
Liabilities. Value of operating payables at end of year2008-11-30$8,203
Liabilities. Value of operating payables at beginning of year2008-11-30$8,487
Total non interest bearing cash at end of year2008-11-30$323
Total non interest bearing cash at beginning of year2008-11-30$1,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-11-30No
Value of net income/loss2008-11-30$-20,024,080
Value of net assets at end of year (total assets less liabilities)2008-11-30$71,113,631
Value of net assets at beginning of year (total assets less liabilities)2008-11-30$87,918,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2008-11-30No
Were any leases to which the plan was party in default or uncollectible2008-11-30No
Investment advisory and management fees2008-11-30$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-11-30$70,532,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-11-30$86,801,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-11-30$331,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-11-30$724,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-11-30$724,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-11-30$8,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-11-30$-20,668,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-11-30Yes
Was there a failure to transmit to the plan any participant contributions2008-11-30No
Has the plan failed to provide any benefit when due under the plan2008-11-30No
Contributions received in cash from employer2008-11-30$4,222,044
Employer contributions (assets) at end of year2008-11-30$348,216
Employer contributions (assets) at beginning of year2008-11-30$456,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-11-30$3,610,249
Assets. Value of buildings and other operty used in plan operation at end of year2008-11-30$826
Assets. Value of buildings and other operty used in plan operation at beginning of year2008-11-30$1,035
Did the plan have assets held for investment2008-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-11-30No
Opinion of an independent qualified public accountant for this plan2008-11-30Unqualified
Accountancy firm name2008-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2008-11-30362769783
2007 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2007 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-11-30$68,145
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-11-30$64,745
Total income from all sources (including contributions)2007-11-30$12,912,607
Total of all expenses incurred2007-11-30$2,567,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-11-30$2,402,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-11-30$4,165,576
Value of total assets at end of year2007-11-30$87,986,525
Value of total assets at beginning of year2007-11-30$77,637,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-11-30$164,895
Total interest from all sources2007-11-30$11,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-11-30No
Administrative expenses professional fees incurred2007-11-30$89,165
Was this plan covered by a fidelity bond2007-11-30Yes
Value of fidelity bond cover2007-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2007-11-30Yes
Amount of non-exempt transactions with any party-in-interest2007-11-30$4,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2007-11-30$1,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2007-11-30$1,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-11-30$59,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-11-30$60,552
Administrative expenses (other) incurred2007-11-30$65,730
Total non interest bearing cash at end of year2007-11-30$1,009
Total non interest bearing cash at beginning of year2007-11-30$1,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-11-30No
Value of net income/loss2007-11-30$10,345,349
Value of net assets at end of year (total assets less liabilities)2007-11-30$87,918,380
Value of net assets at beginning of year (total assets less liabilities)2007-11-30$77,573,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2007-11-30No
Were any leases to which the plan was party in default or uncollectible2007-11-30No
Investment advisory and management fees2007-11-30$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-11-30$86,801,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-11-30$77,106,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-11-30$724,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-11-30$174,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-11-30$174,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-11-30$11,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-11-30$8,735,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-11-30No
Was there a failure to transmit to the plan any participant contributions2007-11-30No
Has the plan failed to provide any benefit when due under the plan2007-11-30No
Contributions received in cash from employer2007-11-30$4,165,576
Employer contributions (assets) at end of year2007-11-30$456,859
Employer contributions (assets) at beginning of year2007-11-30$353,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-11-30$2,402,363
Liabilities. Value of benefit claims payable at end of year2007-11-30$8,487
Liabilities. Value of benefit claims payable at beginning of year2007-11-30$4,193
Assets. Value of buildings and other operty used in plan operation at end of year2007-11-30$1,035
Did the plan have assets held for investment2007-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-11-30No
Opinion of an independent qualified public accountant for this plan2007-11-30Unqualified
Accountancy firm name2007-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2007-11-30362769783
2006 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2006 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-11-30$64,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-11-30$26,374
Total income from all sources (including contributions)2006-11-30$12,291,880
Total of all expenses incurred2006-11-30$1,895,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-11-30$1,811,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-11-30$3,458,958
Value of total assets at end of year2006-11-30$77,637,776
Value of total assets at beginning of year2006-11-30$67,202,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-11-30$83,619
Total interest from all sources2006-11-30$6,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-11-30No
Administrative expenses professional fees incurred2006-11-30$39,548
Was this plan covered by a fidelity bond2006-11-30Yes
Value of fidelity bond cover2006-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2006-11-30Yes
Amount of non-exempt transactions with any party-in-interest2006-11-30$4,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2006-11-30$1,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2006-11-30$1,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2006-11-30$60,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2006-11-30$22,499
Administrative expenses (other) incurred2006-11-30$44,071
Liabilities. Value of operating payables at end of year2006-11-30$4,193
Liabilities. Value of operating payables at beginning of year2006-11-30$3,875
Total non interest bearing cash at end of year2006-11-30$1,021
Total non interest bearing cash at beginning of year2006-11-30$570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-11-30No
Value of net income/loss2006-11-30$10,396,596
Value of net assets at end of year (total assets less liabilities)2006-11-30$77,573,031
Value of net assets at beginning of year (total assets less liabilities)2006-11-30$67,176,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2006-11-30No
Were any leases to which the plan was party in default or uncollectible2006-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2006-11-30$77,106,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-11-30$66,822,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-11-30$174,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-11-30$31,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-11-30$31,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-11-30$6,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-11-30$8,826,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-11-30No
Was there a failure to transmit to the plan any participant contributions2006-11-30No
Has the plan failed to provide any benefit when due under the plan2006-11-30No
Contributions received in cash from employer2006-11-30$3,458,958
Employer contributions (assets) at end of year2006-11-30$353,599
Employer contributions (assets) at beginning of year2006-11-30$346,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-11-30$1,811,665
Did the plan have assets held for investment2006-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-11-30No
Opinion of an independent qualified public accountant for this plan2006-11-30Unqualified
Accountancy firm name2006-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2006-11-30362769783
2005 : PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2005 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-11-30$26,374
Total income from all sources (including contributions)2005-11-30$9,467,534
Total of all expenses incurred2005-11-30$1,107,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-11-30$1,064,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-11-30$4,562,925
Value of total assets at end of year2005-11-30$67,202,809
Value of total assets at beginning of year2005-11-30$58,815,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-11-30$42,149
Total interest from all sources2005-11-30$969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-11-30No
Administrative expenses professional fees incurred2005-11-30$19,258
Was this plan covered by a fidelity bond2005-11-30Yes
Value of fidelity bond cover2005-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2005-11-30Yes
Amount of non-exempt transactions with any party-in-interest2005-11-30$2,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2005-11-30$1,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2005-11-30$22,499
Administrative expenses (other) incurred2005-11-30$22,891
Liabilities. Value of operating payables at end of year2005-11-30$3,875
Total non interest bearing cash at end of year2005-11-30$570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-11-30No
Value of net income/loss2005-11-30$8,360,493
Value of net assets at end of year (total assets less liabilities)2005-11-30$67,176,435
Value of net assets at beginning of year (total assets less liabilities)2005-11-30$58,815,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2005-11-30No
Were any leases to which the plan was party in default or uncollectible2005-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2005-11-30$66,822,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2005-11-30$58,276,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-11-30$31,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-11-30$969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2005-11-30$4,903,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-11-30No
Was there a failure to transmit to the plan any participant contributions2005-11-30No
Has the plan failed to provide any benefit when due under the plan2005-11-30No
Contributions received in cash from employer2005-11-30$4,562,925
Employer contributions (assets) at end of year2005-11-30$346,854
Employer contributions (assets) at beginning of year2005-11-30$539,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-11-30$1,064,892
Did the plan have assets held for investment2005-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-11-30No
Opinion of an independent qualified public accountant for this plan2005-11-30Unqualified
Accountancy firm name2005-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2005-11-30362769783

Form 5500 Responses for PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN

2013: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2013 form 5500 responses
2013-12-01Type of plan entityMulti-employer plan
2013-12-01This submission is the final filingYes
2013-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-12-01Plan is a collectively bargained planYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2012 form 5500 responses
2012-12-01Type of plan entityMulti-employer plan
2012-12-01Plan is a collectively bargained planYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2011 form 5500 responses
2011-12-01Type of plan entityMulti-employer plan
2011-12-01Plan is a collectively bargained planYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2010 form 5500 responses
2010-12-01Type of plan entityMulti-employer plan
2010-12-01Plan is a collectively bargained planYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2009 form 5500 responses
2009-12-01Type of plan entityMulti-employer plan
2009-12-01Plan is a collectively bargained planYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2008 form 5500 responses
2008-12-01Type of plan entityMulti-employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo
2008-12-01Plan funding arrangement – TrustYes
2008-12-01Plan benefit arrangement - TrustYes
2007: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2007 form 5500 responses
2007-12-01Type of plan entityMulti-employer plan
2007-12-01Submission has been amendedYes
2007-12-01This submission is the final filingNo
2007-12-01This return/report is a short plan year return/report (less than 12 months)No
2007-12-01Plan is a collectively bargained planYes
2007-12-01Plan funding arrangement – TrustYes
2007-12-01Plan benefit arrangement - TrustYes
2006: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2006 form 5500 responses
2006-12-01Type of plan entityMulti-employer plan
2006-12-01Submission has been amendedYes
2006-12-01This submission is the final filingNo
2006-12-01This return/report is a short plan year return/report (less than 12 months)No
2006-12-01Plan is a collectively bargained planYes
2006-12-01Plan funding arrangement – TrustYes
2006-12-01Plan benefit arrangement - TrustYes
2005: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2005 form 5500 responses
2005-12-01Type of plan entityMulti-employer plan
2005-12-01Submission has been amendedYes
2005-12-01This submission is the final filingNo
2005-12-01This return/report is a short plan year return/report (less than 12 months)No
2005-12-01Plan is a collectively bargained planYes
2005-12-01Plan funding arrangement – TrustYes
2005-12-01Plan benefit arrangement - TrustYes
2004: PLUMBERS LOCAL UNION 93 UA RETIREMENT ACCOUNT PLAN 2004 form 5500 responses
2004-12-01Type of plan entityMulti-employer plan
2004-12-01Submission has been amendedYes
2004-12-01This submission is the final filingNo
2004-12-01This return/report is a short plan year return/report (less than 12 months)No
2004-12-01Plan is a collectively bargained planNo
2004-12-01Plan funding arrangement – TrustYes
2004-12-01Plan benefit arrangement - TrustYes

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