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PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 401k Plan overview

Plan NamePIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND
Plan identification number 501

PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

PIPEFITTERS UNION LOCAL NO. 537 has sponsored the creation of one or more 401k plans.

Company Name:PIPEFITTERS UNION LOCAL NO. 537
Employer identification number (EIN):042167074
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01JAMES CURRAN2023-12-13
5012021-03-01JAMES CURRAN2022-12-08
5012020-03-01MARYBETH PORTER2021-12-10
5012019-03-01MARYBETH PORTER2020-12-11
5012018-03-01MARYBETH PORTER2019-12-12
5012017-03-01
5012016-03-01
5012015-03-01
5012014-03-01
5012013-03-01CHARLES T. HANNAFORD
5012012-03-01CHARLES T. HANNAFORD
5012011-03-01CHARLES HANNAFORD
5012009-03-01CHARLES HANNAFORD

Plan Statistics for PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND

401k plan membership statisitcs for PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND

Measure Date Value
2022: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-03-012,744
Total number of active participants reported on line 7a of the Form 55002022-03-012,202
Number of retired or separated participants receiving benefits2022-03-01678
Total of all active and inactive participants2022-03-012,880
Number of employers contributing to the scheme2022-03-01136
2021: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-03-012,776
Total number of active participants reported on line 7a of the Form 55002021-03-012,107
Number of retired or separated participants receiving benefits2021-03-01637
Total of all active and inactive participants2021-03-012,744
Number of employers contributing to the scheme2021-03-01127
2020: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-03-012,695
Total number of active participants reported on line 7a of the Form 55002020-03-012,146
Number of retired or separated participants receiving benefits2020-03-01630
Total of all active and inactive participants2020-03-012,776
Number of employers contributing to the scheme2020-03-01118
2019: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-03-012,658
Total number of active participants reported on line 7a of the Form 55002019-03-012,103
Number of retired or separated participants receiving benefits2019-03-01592
Total of all active and inactive participants2019-03-012,695
Number of employers contributing to the scheme2019-03-01118
2018: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-03-012,529
Total number of active participants reported on line 7a of the Form 55002018-03-012,041
Number of retired or separated participants receiving benefits2018-03-01617
Total of all active and inactive participants2018-03-012,658
Number of employers contributing to the scheme2018-03-01117
2017: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-03-012,449
Total number of active participants reported on line 7a of the Form 55002017-03-011,965
Number of retired or separated participants receiving benefits2017-03-01564
Total of all active and inactive participants2017-03-012,529
Number of employers contributing to the scheme2017-03-01116
2016: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-03-012,372
Total number of active participants reported on line 7a of the Form 55002016-03-011,912
Number of retired or separated participants receiving benefits2016-03-01537
Total of all active and inactive participants2016-03-012,449
Number of employers contributing to the scheme2016-03-01112
2015: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-03-012,308
Total number of active participants reported on line 7a of the Form 55002015-03-011,844
Number of retired or separated participants receiving benefits2015-03-01528
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-012,372
Number of employers contributing to the scheme2015-03-01115
2014: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-03-012,199
Total number of active participants reported on line 7a of the Form 55002014-03-011,788
Number of retired or separated participants receiving benefits2014-03-01520
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-012,308
Number of employers contributing to the scheme2014-03-01107
2013: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-03-012,033
Total number of active participants reported on line 7a of the Form 55002013-03-011,702
Number of retired or separated participants receiving benefits2013-03-01497
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-012,199
Number of employers contributing to the scheme2013-03-01119
2012: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-03-012,013
Total number of active participants reported on line 7a of the Form 55002012-03-011,519
Number of retired or separated participants receiving benefits2012-03-01514
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-012,033
Number of employers contributing to the scheme2012-03-01130
2011: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-03-012,114
Total number of active participants reported on line 7a of the Form 55002011-03-011,471
Number of retired or separated participants receiving benefits2011-03-01542
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-012,013
Number of employers contributing to the scheme2011-03-01139
2009: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-03-012,037
Total number of active participants reported on line 7a of the Form 55002009-03-011,647
Number of retired or separated participants receiving benefits2009-03-01182
Total of all active and inactive participants2009-03-011,829
Number of employers contributing to the scheme2009-03-01115

Financial Data on PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND

Measure Date Value
2023 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-02-28$-268,892
Total unrealized appreciation/depreciation of assets2023-02-28$-268,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$11,336,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$11,329,428
Total income from all sources (including contributions)2023-02-28$53,859,736
Total loss/gain on sale of assets2023-02-28$-1,242,586
Total of all expenses incurred2023-02-28$50,401,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$47,352,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$55,077,306
Value of total assets at end of year2023-02-28$75,399,433
Value of total assets at beginning of year2023-02-28$71,934,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$3,049,311
Total interest from all sources2023-02-28$727,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$500,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$1,372,620
Participant contributions at end of year2023-02-28$835,456
Participant contributions at beginning of year2023-02-28$1,322,824
Assets. Other investments not covered elsewhere at end of year2023-02-28$3,518,600
Assets. Other investments not covered elsewhere at beginning of year2023-02-28$4,933,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$6,318,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$74,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-02-28$213,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-28$889,478
Administrative expenses (other) incurred2023-02-28$2,957,233
Liabilities. Value of operating payables at end of year2023-02-28$668,501
Liabilities. Value of operating payables at beginning of year2023-02-28$1,060,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$3,457,831
Value of net assets at end of year (total assets less liabilities)2023-02-28$64,062,916
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$60,605,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Assets. partnership/joint venture interests at end of year2023-02-28$6,789,485
Assets. partnership/joint venture interests at beginning of year2023-02-28$11,626,677
Investment advisory and management fees2023-02-28$92,078
Income. Interest from loans (other than to participants)2023-02-28$787
Interest earned on other investments2023-02-28$11,317
Income. Interest from US Government securities2023-02-28$73,020
Income. Interest from corporate debt instruments2023-02-28$237,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$11,286,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$26,729,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$26,729,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$404,996
Assets. Value of investments in 103.12 investment entities at end of year2023-02-28$39,017,585
Assets. Value of investments in 103.12 investment entities at beginning of year2023-02-28$4,144,913
Asset value of US Government securities at end of year2023-02-28$61
Asset value of US Government securities at beginning of year2023-02-28$6,683,122
Net gain/loss from 103.12 investment entities2023-02-28$-433,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28Yes
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$53,704,686
Employer contributions (assets) at end of year2023-02-28$7,632,834
Employer contributions (assets) at beginning of year2023-02-28$6,938,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$47,352,594
Asset. Corporate debt instrument preferred debt at beginning of year2023-02-28$5,621,587
Asset. Corporate debt instrument debt (other) at beginning of year2023-02-28$3,859,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-02-28No
Liabilities. Value of benefit claims payable at end of year2023-02-28$10,454,431
Liabilities. Value of benefit claims payable at beginning of year2023-02-28$9,379,582
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Aggregate proceeds on sale of assets2023-02-28$20,893,000
Aggregate carrying amount (costs) on sale of assets2023-02-28$22,135,586
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28MANZI & ASSOCIATES
Accountancy firm EIN2023-02-28043508036
2022 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$-525,426
Total unrealized appreciation/depreciation of assets2022-02-28$-525,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$11,329,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$8,667,721
Total income from all sources (including contributions)2022-02-28$52,500,430
Total loss/gain on sale of assets2022-02-28$-160,281
Total of all expenses incurred2022-02-28$44,318,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$41,834,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$52,728,130
Value of total assets at end of year2022-02-28$71,934,513
Value of total assets at beginning of year2022-02-28$61,090,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$2,483,851
Total interest from all sources2022-02-28$410,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$500,000
If this is an individual account plan, was there a blackout period2022-02-28No
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$1,497,579
Participant contributions at end of year2022-02-28$1,322,824
Participant contributions at beginning of year2022-02-28$967,212
Assets. Other investments not covered elsewhere at end of year2022-02-28$4,933,070
Assets. Other investments not covered elsewhere at beginning of year2022-02-28$4,648,081
Income. Received or receivable in cash from other sources (including rollovers)2022-02-28$71,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$74,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$67,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$889,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$1,150,109
Other income not declared elsewhere2022-02-28$10
Administrative expenses (other) incurred2022-02-28$2,366,361
Liabilities. Value of operating payables at end of year2022-02-28$1,060,368
Liabilities. Value of operating payables at beginning of year2022-02-28$228,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$8,182,012
Value of net assets at end of year (total assets less liabilities)2022-02-28$60,605,085
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$52,423,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Assets. partnership/joint venture interests at end of year2022-02-28$11,626,677
Assets. partnership/joint venture interests at beginning of year2022-02-28$5,157,452
Investment advisory and management fees2022-02-28$117,490
Income. Interest from loans (other than to participants)2022-02-28$229
Interest earned on other investments2022-02-28$9,139
Income. Interest from US Government securities2022-02-28$87,317
Income. Interest from corporate debt instruments2022-02-28$265,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$26,729,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$23,970,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$23,970,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$48,608
Assets. Value of investments in 103.12 investment entities at end of year2022-02-28$4,144,913
Assets. Value of investments in 103.12 investment entities at beginning of year2022-02-28$7,591,539
Asset value of US Government securities at end of year2022-02-28$6,683,122
Asset value of US Government securities at beginning of year2022-02-28$4,395,413
Net gain/loss from 103.12 investment entities2022-02-28$47,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$51,158,564
Employer contributions (assets) at end of year2022-02-28$6,938,814
Employer contributions (assets) at beginning of year2022-02-28$5,588,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$41,834,567
Asset. Corporate debt instrument preferred debt at end of year2022-02-28$5,621,587
Asset. Corporate debt instrument preferred debt at beginning of year2022-02-28$5,014,150
Asset. Corporate debt instrument debt (other) at end of year2022-02-28$3,859,281
Asset. Corporate debt instrument debt (other) at beginning of year2022-02-28$3,690,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-02-28No
Liabilities. Value of benefit claims payable at end of year2022-02-28$9,379,582
Liabilities. Value of benefit claims payable at beginning of year2022-02-28$7,288,968
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Aggregate proceeds on sale of assets2022-02-28$14,162,760
Aggregate carrying amount (costs) on sale of assets2022-02-28$14,323,041
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28MANZI & ASSOCIATES LLC
Accountancy firm EIN2022-02-28043508036
2021 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-02-28$303,330
Total unrealized appreciation/depreciation of assets2021-02-28$303,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$8,667,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$10,037,094
Total income from all sources (including contributions)2021-02-28$42,705,493
Total loss/gain on sale of assets2021-02-28$104,151
Total of all expenses incurred2021-02-28$35,419,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$33,404,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$41,819,908
Value of total assets at end of year2021-02-28$61,090,794
Value of total assets at beginning of year2021-02-28$55,173,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$2,015,135
Total interest from all sources2021-02-28$496,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$500,000
If this is an individual account plan, was there a blackout period2021-02-28No
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$1,201,223
Participant contributions at end of year2021-02-28$967,212
Participant contributions at beginning of year2021-02-28$897,474
Assets. Other investments not covered elsewhere at end of year2021-02-28$4,648,081
Assets. Other investments not covered elsewhere at beginning of year2021-02-28$4,657,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$67,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$69,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$1,150,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$742,285
Other income not declared elsewhere2021-02-28$10,442
Administrative expenses (other) incurred2021-02-28$1,950,073
Liabilities. Value of operating payables at end of year2021-02-28$228,644
Liabilities. Value of operating payables at beginning of year2021-02-28$185,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$7,286,307
Value of net assets at end of year (total assets less liabilities)2021-02-28$52,423,073
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$45,136,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Assets. partnership/joint venture interests at end of year2021-02-28$5,157,452
Assets. partnership/joint venture interests at beginning of year2021-02-28$4,901,947
Investment advisory and management fees2021-02-28$65,062
Income. Interest from loans (other than to participants)2021-02-28$303
Interest earned on other investments2021-02-28$7,692
Income. Interest from US Government securities2021-02-28$73,985
Income. Interest from corporate debt instruments2021-02-28$281,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$23,970,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$18,632,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$18,632,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$133,254
Assets. Value of investments in 103.12 investment entities at end of year2021-02-28$7,591,539
Assets. Value of investments in 103.12 investment entities at beginning of year2021-02-28$7,620,220
Asset value of US Government securities at end of year2021-02-28$4,395,413
Asset value of US Government securities at beginning of year2021-02-28$5,634,659
Net gain/loss from 103.12 investment entities2021-02-28$-28,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$40,618,685
Employer contributions (assets) at end of year2021-02-28$5,588,926
Employer contributions (assets) at beginning of year2021-02-28$5,448,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$33,404,051
Asset. Corporate debt instrument preferred debt at end of year2021-02-28$5,014,150
Asset. Corporate debt instrument preferred debt at beginning of year2021-02-28$4,102,104
Asset. Corporate debt instrument debt (other) at end of year2021-02-28$3,690,592
Asset. Corporate debt instrument debt (other) at beginning of year2021-02-28$3,209,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-02-28No
Liabilities. Value of benefit claims payable at end of year2021-02-28$7,288,968
Liabilities. Value of benefit claims payable at beginning of year2021-02-28$9,109,192
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Aggregate proceeds on sale of assets2021-02-28$7,897,468
Aggregate carrying amount (costs) on sale of assets2021-02-28$7,793,317
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28MANZI & ASSOCIATES LLC
Accountancy firm EIN2021-02-28043508036
2020 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-02-29$904,864
Total unrealized appreciation/depreciation of assets2020-02-29$904,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$10,037,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$10,464,602
Total income from all sources (including contributions)2020-02-29$48,983,076
Total loss/gain on sale of assets2020-02-29$141,911
Total of all expenses incurred2020-02-29$40,220,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$38,561,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$47,112,196
Value of total assets at end of year2020-02-29$55,173,860
Value of total assets at beginning of year2020-02-29$46,838,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$1,659,063
Total interest from all sources2020-02-29$519,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$500,000
If this is an individual account plan, was there a blackout period2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$1,116,301
Participant contributions at end of year2020-02-29$897,474
Participant contributions at beginning of year2020-02-29$829,443
Assets. Other investments not covered elsewhere at end of year2020-02-29$4,657,944
Assets. Other investments not covered elsewhere at beginning of year2020-02-29$4,245,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$69,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$236,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$742,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$110,094
Other income not declared elsewhere2020-02-29$45
Administrative expenses (other) incurred2020-02-29$1,601,836
Liabilities. Value of operating payables at end of year2020-02-29$185,617
Liabilities. Value of operating payables at beginning of year2020-02-29$669,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$8,762,578
Value of net assets at end of year (total assets less liabilities)2020-02-29$45,136,766
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$36,374,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Assets. partnership/joint venture interests at end of year2020-02-29$4,901,947
Assets. partnership/joint venture interests at beginning of year2020-02-29$4,585,640
Investment advisory and management fees2020-02-29$57,227
Income. Interest from loans (other than to participants)2020-02-29$257
Interest earned on other investments2020-02-29$4,026
Income. Interest from US Government securities2020-02-29$123,850
Income. Interest from corporate debt instruments2020-02-29$243,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$18,632,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$12,285,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$12,285,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$148,290
Assets. Value of investments in 103.12 investment entities at end of year2020-02-29$7,620,220
Assets. Value of investments in 103.12 investment entities at beginning of year2020-02-29$7,315,954
Asset value of US Government securities at end of year2020-02-29$5,634,659
Asset value of US Government securities at beginning of year2020-02-29$4,891,192
Net gain/loss from 103.12 investment entities2020-02-29$304,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$45,995,895
Employer contributions (assets) at end of year2020-02-29$5,448,200
Employer contributions (assets) at beginning of year2020-02-29$5,545,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$38,561,435
Asset. Corporate debt instrument preferred debt at end of year2020-02-29$4,102,104
Asset. Corporate debt instrument preferred debt at beginning of year2020-02-29$3,983,590
Asset. Corporate debt instrument debt (other) at end of year2020-02-29$3,209,109
Asset. Corporate debt instrument debt (other) at beginning of year2020-02-29$2,919,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-02-29No
Liabilities. Value of benefit claims payable at end of year2020-02-29$9,109,192
Liabilities. Value of benefit claims payable at beginning of year2020-02-29$9,685,140
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Aggregate proceeds on sale of assets2020-02-29$6,799,518
Aggregate carrying amount (costs) on sale of assets2020-02-29$6,657,607
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29No
Opinion of an independent qualified public accountant for this plan2020-02-29Unqualified
Accountancy firm name2020-02-29MANZI & ASSOCIATES LLC
Accountancy firm EIN2020-02-29043508036
2019 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-02-28$-31,029
Total unrealized appreciation/depreciation of assets2019-02-28$-31,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$10,464,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$9,741,184
Total income from all sources (including contributions)2019-02-28$44,259,581
Total loss/gain on sale of assets2019-02-28$-19,231
Total of all expenses incurred2019-02-28$40,095,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$38,906,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$43,792,827
Value of total assets at end of year2019-02-28$46,838,790
Value of total assets at beginning of year2019-02-28$41,951,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$1,189,070
Total interest from all sources2019-02-28$407,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$500,000
If this is an individual account plan, was there a blackout period2019-02-28No
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Contributions received from participants2019-02-28$976,931
Participant contributions at end of year2019-02-28$829,443
Participant contributions at beginning of year2019-02-28$766,389
Assets. Other investments not covered elsewhere at end of year2019-02-28$4,245,788
Assets. Other investments not covered elsewhere at beginning of year2019-02-28$4,736,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-02-28$236,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-02-28$153,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-02-28$110,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-02-28$638,279
Other income not declared elsewhere2019-02-28$361
Administrative expenses (other) incurred2019-02-28$1,102,248
Liabilities. Value of operating payables at end of year2019-02-28$669,368
Liabilities. Value of operating payables at beginning of year2019-02-28$467,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$4,164,246
Value of net assets at end of year (total assets less liabilities)2019-02-28$36,374,188
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$32,209,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Assets. partnership/joint venture interests at end of year2019-02-28$4,585,640
Assets. partnership/joint venture interests at beginning of year2019-02-28$4,191,525
Investment advisory and management fees2019-02-28$86,822
Income. Interest from loans (other than to participants)2019-02-28$484
Interest earned on other investments2019-02-28$2,801
Income. Interest from US Government securities2019-02-28$127,044
Income. Interest from corporate debt instruments2019-02-28$272,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-02-28$12,285,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-02-28$8,199,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-02-28$8,199,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-02-28$4,741
Assets. Value of investments in 103.12 investment entities at end of year2019-02-28$7,315,954
Assets. Value of investments in 103.12 investment entities at beginning of year2019-02-28$4,206,682
Asset value of US Government securities at end of year2019-02-28$4,891,192
Asset value of US Government securities at beginning of year2019-02-28$6,330,132
Net gain/loss from 103.12 investment entities2019-02-28$109,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28Yes
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$42,815,896
Employer contributions (assets) at end of year2019-02-28$5,545,193
Employer contributions (assets) at beginning of year2019-02-28$4,784,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$38,906,265
Asset. Corporate debt instrument preferred debt at end of year2019-02-28$3,983,590
Asset. Corporate debt instrument preferred debt at beginning of year2019-02-28$4,436,974
Asset. Corporate debt instrument debt (other) at end of year2019-02-28$2,919,604
Asset. Corporate debt instrument debt (other) at beginning of year2019-02-28$4,145,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-02-28No
Liabilities. Value of benefit claims payable at end of year2019-02-28$9,685,140
Liabilities. Value of benefit claims payable at beginning of year2019-02-28$8,635,555
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Aggregate proceeds on sale of assets2019-02-28$8,266,655
Aggregate carrying amount (costs) on sale of assets2019-02-28$8,285,886
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28No
Opinion of an independent qualified public accountant for this plan2019-02-28Unqualified
Accountancy firm name2019-02-28MANZI & ASSOCIATES LLC
Accountancy firm EIN2019-02-28043508036
2018 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-02-28$-8,872
Total unrealized appreciation/depreciation of assets2018-02-28$-8,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$9,741,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$8,660,021
Total income from all sources (including contributions)2018-02-28$39,213,039
Total loss/gain on sale of assets2018-02-28$-212,786
Total of all expenses incurred2018-02-28$39,657,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$38,669,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$38,941,942
Value of total assets at end of year2018-02-28$41,951,126
Value of total assets at beginning of year2018-02-28$41,314,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$987,844
Total interest from all sources2018-02-28$427,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
If this is an individual account plan, was there a blackout period2018-02-28No
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$859,182
Participant contributions at end of year2018-02-28$766,389
Participant contributions at beginning of year2018-02-28$771,002
Assets. Other investments not covered elsewhere at end of year2018-02-28$4,736,722
Assets. Other investments not covered elsewhere at beginning of year2018-02-28$5,253,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$153,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$110,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$638,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$491,404
Other income not declared elsewhere2018-02-28$5,219
Administrative expenses (other) incurred2018-02-28$894,408
Liabilities. Value of operating payables at end of year2018-02-28$467,350
Liabilities. Value of operating payables at beginning of year2018-02-28$384,521
Total non interest bearing cash at beginning of year2018-02-28$6,808,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$-444,081
Value of net assets at end of year (total assets less liabilities)2018-02-28$32,209,942
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$32,654,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Assets. partnership/joint venture interests at end of year2018-02-28$4,191,525
Assets. partnership/joint venture interests at beginning of year2018-02-28$4,087,423
Investment advisory and management fees2018-02-28$93,436
Income. Interest from loans (other than to participants)2018-02-28$506
Interest earned on other investments2018-02-28$1,559
Income. Interest from US Government securities2018-02-28$109,282
Income. Interest from corporate debt instruments2018-02-28$312,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$8,199,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$569,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$569,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$3,025
Assets. Value of investments in 103.12 investment entities at end of year2018-02-28$4,206,682
Assets. Value of investments in 103.12 investment entities at beginning of year2018-02-28$4,146,406
Asset value of US Government securities at end of year2018-02-28$6,330,132
Asset value of US Government securities at beginning of year2018-02-28$5,772,726
Net gain/loss from 103.12 investment entities2018-02-28$60,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$38,082,760
Employer contributions (assets) at end of year2018-02-28$4,784,565
Employer contributions (assets) at beginning of year2018-02-28$4,734,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$38,669,276
Asset. Corporate debt instrument preferred debt at end of year2018-02-28$4,436,974
Asset. Corporate debt instrument preferred debt at beginning of year2018-02-28$4,641,624
Asset. Corporate debt instrument debt (other) at end of year2018-02-28$4,145,389
Asset. Corporate debt instrument debt (other) at beginning of year2018-02-28$4,419,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-02-28No
Liabilities. Value of benefit claims payable at end of year2018-02-28$8,635,555
Liabilities. Value of benefit claims payable at beginning of year2018-02-28$7,784,096
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Aggregate proceeds on sale of assets2018-02-28$14,329,958
Aggregate carrying amount (costs) on sale of assets2018-02-28$14,542,744
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28MANZI & ASSOCIATES LLC
Accountancy firm EIN2018-02-28043508036
2017 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-02-28$50,837
Total unrealized appreciation/depreciation of assets2017-02-28$50,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$8,660,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$9,568,078
Total income from all sources (including contributions)2017-02-28$37,872,251
Total loss/gain on sale of assets2017-02-28$-76,141
Total of all expenses incurred2017-02-28$35,731,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$34,523,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$37,115,545
Value of total assets at end of year2017-02-28$41,314,044
Value of total assets at beginning of year2017-02-28$40,081,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$1,208,210
Total interest from all sources2017-02-28$519,228
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$6,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$6,993
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$870,122
Participant contributions at end of year2017-02-28$771,002
Participant contributions at beginning of year2017-02-28$0
Assets. Other investments not covered elsewhere at end of year2017-02-28$5,253,294
Assets. Other investments not covered elsewhere at beginning of year2017-02-28$4,016,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$110,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$4,123,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$491,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$912,160
Other income not declared elsewhere2017-02-28$1,257
Administrative expenses (other) incurred2017-02-28$1,131,972
Liabilities. Value of operating payables at end of year2017-02-28$384,521
Liabilities. Value of operating payables at beginning of year2017-02-28$308,015
Total non interest bearing cash at end of year2017-02-28$6,808,236
Total non interest bearing cash at beginning of year2017-02-28$8,062,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$2,140,560
Value of net assets at end of year (total assets less liabilities)2017-02-28$32,654,023
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$30,513,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Assets. partnership/joint venture interests at end of year2017-02-28$4,087,423
Assets. partnership/joint venture interests at beginning of year2017-02-28$0
Investment advisory and management fees2017-02-28$76,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$1,409,177
Income. Interest from loans (other than to participants)2017-02-28$299
Interest earned on other investments2017-02-28$4,527
Income. Interest from US Government securities2017-02-28$111,487
Income. Interest from corporate debt instruments2017-02-28$400,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$569,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$593,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$593,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$2,071
Assets. Value of investments in 103.12 investment entities at end of year2017-02-28$4,146,406
Assets. Value of investments in 103.12 investment entities at beginning of year2017-02-28$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$0
Asset value of US Government securities at end of year2017-02-28$5,772,726
Asset value of US Government securities at beginning of year2017-02-28$6,590,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$108,126
Net gain/loss from 103.12 investment entities2017-02-28$146,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$36,245,423
Employer contributions (assets) at end of year2017-02-28$4,734,521
Employer contributions (assets) at beginning of year2017-02-28$4,675,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$34,523,481
Asset. Corporate debt instrument preferred debt at end of year2017-02-28$4,641,624
Asset. Corporate debt instrument preferred debt at beginning of year2017-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2017-02-28$4,419,013
Asset. Corporate debt instrument debt (other) at beginning of year2017-02-28$10,610,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-02-28No
Liabilities. Value of benefit claims payable at end of year2017-02-28$7,784,096
Liabilities. Value of benefit claims payable at beginning of year2017-02-28$8,347,903
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Aggregate proceeds on sale of assets2017-02-28$24,574,759
Aggregate carrying amount (costs) on sale of assets2017-02-28$24,650,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28MANZI & ASSOCIATES LLC
Accountancy firm EIN2017-02-28043508036
2016 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$9,568,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$5,733,827
Total income from all sources (including contributions)2016-02-29$36,015,110
Total of all expenses incurred2016-02-29$34,953,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$32,721,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$36,470,876
Value of total assets at end of year2016-02-29$40,081,541
Value of total assets at beginning of year2016-02-29$35,185,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$2,232,184
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$794,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$794,817
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$751,868
Assets. Other investments not covered elsewhere at end of year2016-02-29$4,610,372
Assets. Other investments not covered elsewhere at beginning of year2016-02-29$4,926,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$4,123,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$254,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-02-29$912,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-02-29$1,420,763
Administrative expenses (other) incurred2016-02-29$788,174
Liabilities. Value of operating payables at end of year2016-02-29$308,015
Liabilities. Value of operating payables at beginning of year2016-02-29$112,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$1,061,493
Value of net assets at end of year (total assets less liabilities)2016-02-29$30,513,463
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$29,451,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$56,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$1,409,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$6,133,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$8,062,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$2,284,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$2,284,885
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$462,189
Asset value of US Government securities at end of year2016-02-29$6,590,118
Asset value of US Government securities at beginning of year2016-02-29$6,465,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-1,250,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29Yes
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$35,719,008
Employer contributions (assets) at end of year2016-02-29$4,675,111
Employer contributions (assets) at beginning of year2016-02-29$4,637,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$32,259,244
Asset. Corporate debt instrument debt (other) at end of year2016-02-29$10,610,319
Asset. Corporate debt instrument debt (other) at beginning of year2016-02-29$10,482,130
Contract administrator fees2016-02-29$1,387,320
Liabilities. Value of benefit claims payable at end of year2016-02-29$8,347,903
Liabilities. Value of benefit claims payable at beginning of year2016-02-29$4,200,850
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29RSM US, LLC
Accountancy firm EIN2016-02-29420714325
2015 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$-94,169
Total unrealized appreciation/depreciation of assets2015-02-28$-94,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$5,733,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$6,583,327
Total income from all sources (including contributions)2015-02-28$33,278,894
Total loss/gain on sale of assets2015-02-28$53,237
Total of all expenses incurred2015-02-28$31,571,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$29,214,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$32,619,635
Value of total assets at end of year2015-02-28$35,185,797
Value of total assets at beginning of year2015-02-28$34,327,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$2,357,198
Total interest from all sources2015-02-28$566,443
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$260,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$260,789
Administrative expenses professional fees incurred2015-02-28$100,466
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$747,996
Assets. Other investments not covered elsewhere at end of year2015-02-28$4,926,768
Assets. Other investments not covered elsewhere at beginning of year2015-02-28$4,207,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$254,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$237,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-02-28$1,420,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-02-28$492,550
Administrative expenses (other) incurred2015-02-28$697,930
Liabilities. Value of operating payables at end of year2015-02-28$112,214
Liabilities. Value of operating payables at beginning of year2015-02-28$7,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$1,707,534
Value of net assets at end of year (total assets less liabilities)2015-02-28$29,451,970
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$27,744,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$55,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$6,133,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$0
Income. Interest from US Government securities2015-02-28$210,943
Income. Interest from corporate debt instruments2015-02-28$342,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$2,284,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$9,474,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$9,474,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$12,880
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$467,076
Asset value of US Government securities at end of year2015-02-28$6,465,922
Asset value of US Government securities at beginning of year2015-02-28$7,323,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$-127,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$31,871,639
Employer contributions (assets) at end of year2015-02-28$4,637,452
Employer contributions (assets) at beginning of year2015-02-28$3,945,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$28,747,086
Asset. Corporate debt instrument debt (other) at end of year2015-02-28$10,482,130
Asset. Corporate debt instrument debt (other) at beginning of year2015-02-28$9,140,423
Contract administrator fees2015-02-28$1,503,452
Liabilities. Value of benefit claims payable at end of year2015-02-28$4,200,850
Liabilities. Value of benefit claims payable at beginning of year2015-02-28$6,083,632
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$7,026,029
Aggregate carrying amount (costs) on sale of assets2015-02-28$6,972,792
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28RSM US, LLC
Accountancy firm EIN2015-02-28420714325
2014 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$-117,157
Total unrealized appreciation/depreciation of assets2014-02-28$-117,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$6,583,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$6,683,944
Total income from all sources (including contributions)2014-02-28$31,493,647
Total loss/gain on sale of assets2014-02-28$-238,226
Total of all expenses incurred2014-02-28$28,494,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$26,724,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$31,315,790
Value of total assets at end of year2014-02-28$34,327,763
Value of total assets at beginning of year2014-02-28$31,429,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$1,770,457
Total interest from all sources2014-02-28$533,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Administrative expenses professional fees incurred2014-02-28$89,369
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$721,482
Assets. Other investments not covered elsewhere at end of year2014-02-28$4,207,133
Assets. Other investments not covered elsewhere at beginning of year2014-02-28$5,657,585
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$237,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$216,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-02-28$492,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$1,084,922
Administrative expenses (other) incurred2014-02-28$335,571
Liabilities. Value of operating payables at end of year2014-02-28$7,145
Liabilities. Value of operating payables at beginning of year2014-02-28$20,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$2,998,665
Value of net assets at end of year (total assets less liabilities)2014-02-28$27,744,436
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$24,745,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$52,056
Income. Interest from US Government securities2014-02-28$233,011
Income. Interest from corporate debt instruments2014-02-28$291,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$9,474,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$5,171,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$5,171,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$8,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$441,074
Asset value of US Government securities at end of year2014-02-28$7,323,129
Asset value of US Government securities at beginning of year2014-02-28$6,539,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$30,594,308
Employer contributions (assets) at end of year2014-02-28$3,945,171
Employer contributions (assets) at beginning of year2014-02-28$3,884,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$26,283,451
Asset. Corporate debt instrument debt (other) at end of year2014-02-28$9,140,423
Asset. Corporate debt instrument debt (other) at beginning of year2014-02-28$9,960,074
Contract administrator fees2014-02-28$1,293,461
Liabilities. Value of benefit claims payable at end of year2014-02-28$6,083,632
Liabilities. Value of benefit claims payable at beginning of year2014-02-28$5,578,332
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$17,260,606
Aggregate carrying amount (costs) on sale of assets2014-02-28$17,498,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28MCGLADREY LLP
Accountancy firm EIN2014-02-28420714325
2013 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$-228,847
Total unrealized appreciation/depreciation of assets2013-02-28$-228,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$6,683,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$5,850,540
Total income from all sources (including contributions)2013-02-28$28,437,898
Total loss/gain on sale of assets2013-02-28$438,434
Total of all expenses incurred2013-02-28$25,511,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$23,866,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$27,651,454
Value of total assets at end of year2013-02-28$31,429,715
Value of total assets at beginning of year2013-02-28$27,670,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$1,645,727
Total interest from all sources2013-02-28$576,225
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$3,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$3,843
Administrative expenses professional fees incurred2013-02-28$96,876
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$771,040
Assets. Other investments not covered elsewhere at end of year2013-02-28$5,559,951
Assets. Other investments not covered elsewhere at beginning of year2013-02-28$9,442,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$216,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$89,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$1,084,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$800,942
Administrative expenses (other) incurred2013-02-28$273,610
Liabilities. Value of operating payables at end of year2013-02-28$20,690
Liabilities. Value of operating payables at beginning of year2013-02-28$18,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$2,925,996
Value of net assets at end of year (total assets less liabilities)2013-02-28$24,745,771
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$21,819,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$42,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$97,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$0
Income. Interest from US Government securities2013-02-28$189,885
Income. Interest from corporate debt instruments2013-02-28$289,220
Value of interest in common/collective trusts at end of year2013-02-28$0
Value of interest in common/collective trusts at beginning of year2013-02-28$103,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$5,171,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$3,189,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$3,189,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$97,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-02-28$389,240
Asset value of US Government securities at end of year2013-02-28$6,539,202
Asset value of US Government securities at beginning of year2013-02-28$3,184,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$-3,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$26,880,414
Employer contributions (assets) at end of year2013-02-28$3,884,171
Employer contributions (assets) at beginning of year2013-02-28$3,075,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$23,476,935
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$9,960,074
Asset. Corporate debt instrument debt (other) at beginning of year2013-02-28$8,081,461
Contract administrator fees2013-02-28$1,232,428
Assets. Corporate common stocks other than exployer securities at end of year2013-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-02-28$504,508
Liabilities. Value of benefit claims payable at end of year2013-02-28$5,578,332
Liabilities. Value of benefit claims payable at beginning of year2013-02-28$5,031,120
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$5,413,346
Aggregate carrying amount (costs) on sale of assets2013-02-28$4,974,912
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28MCGLADREY LLP
Accountancy firm EIN2013-02-28420714325
2012 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$170,119
Total unrealized appreciation/depreciation of assets2012-02-29$170,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$5,850,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$4,729,306
Total income from all sources (including contributions)2012-02-29$26,556,345
Total loss/gain on sale of assets2012-02-29$280,902
Total of all expenses incurred2012-02-29$24,731,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$23,300,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$25,614,766
Value of total assets at end of year2012-02-29$27,670,315
Value of total assets at beginning of year2012-02-29$24,724,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$1,431,296
Total interest from all sources2012-02-29$482,464
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Administrative expenses professional fees incurred2012-02-29$84,640
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$500,000
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$830,868
Assets. Other investments not covered elsewhere at end of year2012-02-29$9,442,900
Assets. Other investments not covered elsewhere at beginning of year2012-02-29$8,427,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$89,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$93,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$800,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$670,640
Administrative expenses (other) incurred2012-02-29$300,985
Liabilities. Value of operating payables at end of year2012-02-29$18,478
Liabilities. Value of operating payables at beginning of year2012-02-29$220,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$1,824,791
Value of net assets at end of year (total assets less liabilities)2012-02-29$21,819,775
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$19,994,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$28,534
Income. Interest from US Government securities2012-02-29$138,265
Income. Interest from corporate debt instruments2012-02-29$330,764
Value of interest in common/collective trusts at end of year2012-02-29$103,204
Value of interest in common/collective trusts at beginning of year2012-02-29$101,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$3,189,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$2,459,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$2,459,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$13,435
Asset value of US Government securities at end of year2012-02-29$3,184,666
Asset value of US Government securities at beginning of year2012-02-29$3,262,759
Net investment gain or loss from common/collective trusts2012-02-29$8,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$24,783,898
Employer contributions (assets) at end of year2012-02-29$3,075,065
Employer contributions (assets) at beginning of year2012-02-29$2,765,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$23,300,258
Asset. Corporate debt instrument debt (other) at end of year2012-02-29$8,081,461
Asset. Corporate debt instrument debt (other) at beginning of year2012-02-29$7,210,593
Contract administrator fees2012-02-29$1,017,137
Assets. Corporate common stocks other than exployer securities at end of year2012-02-29$504,508
Assets. Corporate common stocks other than exployer securities at beginning of year2012-02-29$403,996
Liabilities. Value of benefit claims payable at end of year2012-02-29$5,031,120
Liabilities. Value of benefit claims payable at beginning of year2012-02-29$3,837,705
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$4,173,449
Aggregate carrying amount (costs) on sale of assets2012-02-29$3,892,547
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29MCGLADREY LLP
Accountancy firm EIN2012-02-29420714325
2011 : PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$4,600,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$5,641,285
Total income from all sources (including contributions)2011-02-28$24,678,653
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$23,626,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$23,229,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$23,960,372
Value of total assets at end of year2011-02-28$24,724,290
Value of total assets at beginning of year2011-02-28$24,712,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$397,061
Total interest from all sources2011-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$509,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Administrative expenses professional fees incurred2011-02-28$80,601
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$856,323
Assets. Other investments not covered elsewhere at end of year2011-02-28$8,427,157
Assets. Other investments not covered elsewhere at beginning of year2011-02-28$7,973,702
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-02-28$1,251,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$93,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$115,922
Administrative expenses (other) incurred2011-02-28$216,357
Liabilities. Value of operating payables at end of year2011-02-28$891,601
Liabilities. Value of operating payables at beginning of year2011-02-28$659,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$1,052,485
Value of net assets at end of year (total assets less liabilities)2011-02-28$20,123,984
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$19,071,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$40,317
Value of interest in common/collective trusts at end of year2011-02-28$101,599
Value of interest in common/collective trusts at beginning of year2011-02-28$390,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$2,459,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$1,038,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$1,038,575
Asset value of US Government securities at end of year2011-02-28$3,262,759
Asset value of US Government securities at beginning of year2011-02-28$3,631,867
Net investment gain or loss from common/collective trusts2011-02-28$208,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$23,104,049
Employer contributions (assets) at end of year2011-02-28$2,765,327
Employer contributions (assets) at beginning of year2011-02-28$2,636,640
Income. Dividends from preferred stock2011-02-28$509,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$21,977,881
Asset. Corporate debt instrument debt (other) at end of year2011-02-28$7,210,593
Asset. Corporate debt instrument debt (other) at beginning of year2011-02-28$7,079,399
Contract administrator fees2011-02-28$59,786
Assets. Corporate common stocks other than exployer securities at end of year2011-02-28$403,996
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$1,845,705
Liabilities. Value of benefit claims payable at end of year2011-02-28$3,708,705
Liabilities. Value of benefit claims payable at beginning of year2011-02-28$4,982,019
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-02-28420714325

Form 5500 Responses for PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND

2022: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-03-01Type of plan entityMulti-employer plan
2022-03-01Plan is a collectively bargained planYes
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-03-01Type of plan entityMulti-employer plan
2021-03-01Plan is a collectively bargained planYes
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-03-01Type of plan entityMulti-employer plan
2020-03-01Plan is a collectively bargained planYes
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-03-01Type of plan entityMulti-employer plan
2019-03-01Plan is a collectively bargained planYes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Plan is a collectively bargained planYes
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planYes
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planYes
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2009: PIPEFITTERS UNION LOCAL NO. 537 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01This submission is the final filingNo
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered6088
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,260,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered5952
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,876,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered5594
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,496,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered5779
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,146,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered5716
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $725,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered5458
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $452,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered5306
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $462,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered5149
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $467,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered4948
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $441,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number0007690
Policy instance 1
Insurance contract or identification number0007690
Number of Individuals Covered4752
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $389,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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