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UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND 401k Plan overview

Plan NameUNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND
Plan identification number 502

UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 has sponsored the creation of one or more 401k plans.

Company Name:UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403
Employer identification number (EIN):951318035
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022010-04-01WALT FRENCH
5022009-04-01WALT FRENCH

Plan Statistics for UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND

401k plan membership statisitcs for UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND

Measure Date Value
2010: UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-04-01338
Total number of active participants reported on line 7a of the Form 55002010-04-01303
Total of all active and inactive participants2010-04-01303
2009: UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-04-01317
Total number of active participants reported on line 7a of the Form 55002009-04-01338
Total of all active and inactive participants2009-04-01338

Financial Data on UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND

Measure Date Value
2011 : UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND 2011 401k financial data
Total income from all sources (including contributions)2011-03-31$21,252
Total of all expenses incurred2011-03-31$10,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$10,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$21,249
Value of total assets at end of year2011-03-31$63,941
Value of total assets at beginning of year2011-03-31$52,689
Total interest from all sources2011-03-31$3
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$50,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$21,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$61,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$51,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$11,252
Value of net assets at end of year (total assets less liabilities)2011-03-31$63,941
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$52,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$2,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$10,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31BERNARD KOTKIN AND COMPANY LLP
Accountancy firm EIN2011-03-31952556670

Form 5500 Responses for UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND

2010: UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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