BOARD OF TRUSTEES OF THE WORCESTER PLUMBERS & has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $13,601 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $60,999 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,788,969 |
| Total loss/gain on sale of assets | 2023-12-31 | $-17,276 |
| Total of all expenses incurred | 2023-12-31 | $4,193,594 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $4,075,612 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $4,024,613 |
| Value of total assets at end of year | 2023-12-31 | $10,358,266 |
| Value of total assets at beginning of year | 2023-12-31 | $9,810,289 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $117,982 |
| Total interest from all sources | 2023-12-31 | $828 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $291,351 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $291,351 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2023-12-31 | $0 |
| Contributions received from participants | 2023-12-31 | $381,680 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $909 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $42,658 |
| Administrative expenses (other) incurred | 2023-12-31 | $5,643 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $12,692 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $18,341 |
| Total non interest bearing cash at end of year | 2023-12-31 | $485,775 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $454,380 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $595,375 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $10,344,665 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,749,290 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2023-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2023-12-31 | $0 |
| Investment advisory and management fees | 2023-12-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,605,390 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $8,182,733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $858,465 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $816,766 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $816,766 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $828 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $3,788,139 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $489,453 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $3,642,933 |
| Employer contributions (assets) at end of year | 2023-12-31 | $408,636 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $356,410 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $287,473 |
| Contract administrator fees | 2023-12-31 | $50,616 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $677,724 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $695,000 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2023-12-31 | 611436956 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $13,601 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $60,999 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,798,969 |
| Total loss/gain on sale of assets | 2023-01-01 | $-17,276 |
| Total of all expenses incurred | 2023-01-01 | $4,193,594 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $4,075,612 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $4,024,613 |
| Value of total assets at end of year | 2023-01-01 | $10,358,266 |
| Value of total assets at beginning of year | 2023-01-01 | $9,810,289 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $117,982 |
| Total interest from all sources | 2023-01-01 | $828 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $291,351 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $291,351 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Amount of non-exempt transactions with any party-in-interest | 2023-01-01 | $0 |
| Contributions received from participants | 2023-01-01 | $381,680 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $909 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $42,658 |
| Administrative expenses (other) incurred | 2023-01-01 | $5,643 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $12,692 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $18,341 |
| Total non interest bearing cash at end of year | 2023-01-01 | $485,775 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $454,380 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $605,375 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $10,344,665 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $9,749,290 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2023-01-01 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2023-01-01 | $0 |
| Investment advisory and management fees | 2023-01-01 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $8,605,390 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $8,182,733 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $858,465 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $828 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $3,788,139 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $499,453 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $3,642,933 |
| Employer contributions (assets) at end of year | 2023-01-01 | $408,636 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $356,410 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $287,473 |
| Contract administrator fees | 2023-01-01 | $50,616 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $677,724 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $695,000 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2023-01-01 | 611436956 |
| 2022 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $60,999 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $69,338 |
| Expenses. Interest paid | 2022-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $2,681,309 |
| Total loss/gain on sale of assets | 2022-12-31 | $106,109 |
| Total of all expenses incurred | 2022-12-31 | $4,081,177 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,961,710 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of total corrective distributions | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,573,474 |
| Value of total assets at end of year | 2022-12-31 | $9,810,289 |
| Value of total assets at beginning of year | 2022-12-31 | $11,218,496 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $119,467 |
| Total income from rents | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $820 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $249,611 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $249,611 |
| Administrative expenses professional fees incurred | 2022-12-31 | $52,532 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2022-12-31 | $0 |
| Contributions received from participants | 2022-12-31 | $447,700 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $42,658 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $55,453 |
| Other income not declared elsewhere | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $5,944 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $18,341 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $13,885 |
| Total non interest bearing cash at end of year | 2022-12-31 | $454,380 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $363,518 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Income. Non cash contributions | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $-1,399,868 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,749,290 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,149,158 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2022-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2022-12-31 | $0 |
| Investment advisory and management fees | 2022-12-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,182,733 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,559,448 |
| Interest on participant loans | 2022-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Interest earned on other investments | 2022-12-31 | $0 |
| Income. Interest from US Government securities | 2022-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $816,766 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,002,216 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,002,216 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $820 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $3,702,507 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,248,705 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $3,125,774 |
| Employer contributions (assets) at end of year | 2022-12-31 | $356,410 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $293,314 |
| Income. Dividends from preferred stock | 2022-12-31 | $0 |
| Income. Dividends from common stock | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $259,203 |
| Contract administrator fees | 2022-12-31 | $50,991 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $345,000 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $238,891 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2022-12-31 | 611436956 |
| Unrealized appreciation/depreciation of real estate assets | 2022-01-01 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $60,999 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $69,338 |
| Total income from all sources (including contributions) | 2022-01-01 | $2,681,309 |
| Total loss/gain on sale of assets | 2022-01-01 | $106,109 |
| Total of all expenses incurred | 2022-01-01 | $4,081,177 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $3,961,710 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $0 |
| Value of total corrective distributions | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $3,573,474 |
| Value of total assets at end of year | 2022-01-01 | $9,810,289 |
| Value of total assets at beginning of year | 2022-01-01 | $11,218,496 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $119,467 |
| Total income from rents | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $820 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $249,611 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $249,611 |
| Administrative expenses professional fees incurred | 2022-01-01 | $52,532 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Amount of non-exempt transactions with any party-in-interest | 2022-01-01 | $0 |
| Contributions received from participants | 2022-01-01 | $447,700 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $42,658 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $55,453 |
| Other income not declared elsewhere | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $5,944 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $18,341 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $13,885 |
| Total non interest bearing cash at end of year | 2022-01-01 | $454,380 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $363,518 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Income. Non cash contributions | 2022-01-01 | $0 |
| Value of net income/loss | 2022-01-01 | $-1,399,868 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $9,749,290 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $11,149,158 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2022-01-01 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2022-01-01 | $0 |
| Investment advisory and management fees | 2022-01-01 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $8,182,733 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $9,559,448 |
| Interest on participant loans | 2022-01-01 | $0 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Interest earned on other investments | 2022-01-01 | $0 |
| Income. Interest from US Government securities | 2022-01-01 | $0 |
| Income. Interest from corporate debt instruments | 2022-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $816,766 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $820 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $3,702,507 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,248,705 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $0 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $0 |
| Net gain/loss from 103.12 investment entities | 2022-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $3,125,774 |
| Employer contributions (assets) at end of year | 2022-01-01 | $356,410 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $293,314 |
| Income. Dividends from preferred stock | 2022-01-01 | $0 |
| Income. Dividends from common stock | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $259,203 |
| Contract administrator fees | 2022-01-01 | $50,991 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $345,000 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $238,891 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2022-01-01 | 611436956 |
| 2021 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $69,338 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $75,570 |
| Expenses. Interest paid | 2021-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,382,354 |
| Total loss/gain on sale of assets | 2021-12-31 | $76,006 |
| Total of all expenses incurred | 2021-12-31 | $3,964,031 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,835,944 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of total corrective distributions | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,507,305 |
| Value of total assets at end of year | 2021-12-31 | $11,218,496 |
| Value of total assets at beginning of year | 2021-12-31 | $10,806,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $128,087 |
| Total income from rents | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $998 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $186,330 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $186,330 |
| Administrative expenses professional fees incurred | 2021-12-31 | $55,842 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2021-12-31 | $0 |
| Contributions received from participants | 2021-12-31 | $400,189 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $55,453 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $52,724 |
| Other income not declared elsewhere | 2021-12-31 | $0 |
| Administrative expenses (other) incurred | 2021-12-31 | $11,419 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $13,885 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $22,846 |
| Total non interest bearing cash at end of year | 2021-12-31 | $363,518 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $489,143 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Income. Non cash contributions | 2021-12-31 | $0 |
| Value of net income/loss | 2021-12-31 | $418,323 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,149,158 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,730,835 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2021-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2021-12-31 | $0 |
| Investment advisory and management fees | 2021-12-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,559,448 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,456,579 |
| Interest on participant loans | 2021-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Interest earned on other investments | 2021-12-31 | $0 |
| Income. Interest from US Government securities | 2021-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,002,216 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $540,036 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $540,036 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $998 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $3,624,749 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $611,715 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,107,116 |
| Employer contributions (assets) at end of year | 2021-12-31 | $293,314 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $320,647 |
| Income. Dividends from preferred stock | 2021-12-31 | $0 |
| Income. Dividends from common stock | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $211,195 |
| Contract administrator fees | 2021-12-31 | $50,826 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $1,043,805 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $967,799 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2021-12-31 | 611436956 |
| 2020 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-2,580 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-2,580 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $75,570 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,185 |
| Expenses. Interest paid | 2020-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $3,932,690 |
| Total loss/gain on sale of assets | 2020-12-31 | $172,290 |
| Total of all expenses incurred | 2020-12-31 | $4,050,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,930,200 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,974,723 |
| Value of total assets at end of year | 2020-12-31 | $10,806,405 |
| Value of total assets at beginning of year | 2020-12-31 | $10,852,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $119,899 |
| Total income from rents | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $15,468 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $88,703 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $88,703 |
| Administrative expenses professional fees incurred | 2020-12-31 | $54,056 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
| Contributions received from participants | 2020-12-31 | $286,974 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $11,414 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $52,724 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $3,703 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $2,447 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $22,846 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $482 |
| Total non interest bearing cash at end of year | 2020-12-31 | $489,143 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $506,032 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Income. Non cash contributions | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $-117,409 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,730,835 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,848,244 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
| Investment advisory and management fees | 2020-12-31 | $12,300 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,456,579 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,137,095 |
| Interest on participant loans | 2020-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $0 |
| Income. Interest from US Government securities | 2020-12-31 | $9,578 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $5,841 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $540,036 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $811,259 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $811,259 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $49 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $3,647,995 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $1,594,376 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $684,086 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $2,687,749 |
| Employer contributions (assets) at end of year | 2020-12-31 | $320,647 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $345,449 |
| Income. Dividends from preferred stock | 2020-12-31 | $0 |
| Income. Dividends from common stock | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $282,205 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $446,804 |
| Contract administrator fees | 2020-12-31 | $51,096 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $5,213,868 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $5,041,578 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2020-12-31 | 611436956 |
| 2019 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $20,543 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $20,543 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $20,543 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $20,543 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,185 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,185 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,274,902 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,274,902 |
| Total loss/gain on sale of assets | 2019-12-31 | $9,473 |
| Total loss/gain on sale of assets | 2019-12-31 | $9,473 |
| Total of all expenses incurred | 2019-12-31 | $4,025,134 |
| Total of all expenses incurred | 2019-12-31 | $4,025,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,894,434 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,894,434 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,126,249 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,126,249 |
| Value of total assets at end of year | 2019-12-31 | $10,852,429 |
| Value of total assets at end of year | 2019-12-31 | $10,852,429 |
| Value of total assets at beginning of year | 2019-12-31 | $9,598,476 |
| Value of total assets at beginning of year | 2019-12-31 | $9,598,476 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $130,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $130,700 |
| Total interest from all sources | 2019-12-31 | $55,189 |
| Total interest from all sources | 2019-12-31 | $55,189 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $150,075 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $150,075 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $150,075 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $150,075 |
| Administrative expenses professional fees incurred | 2019-12-31 | $63,995 |
| Administrative expenses professional fees incurred | 2019-12-31 | $63,995 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $330,013 |
| Contributions received from participants | 2019-12-31 | $330,013 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $11,414 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $11,414 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $8,983 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $8,983 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $3,703 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $3,703 |
| Administrative expenses (other) incurred | 2019-12-31 | $60,036 |
| Administrative expenses (other) incurred | 2019-12-31 | $60,036 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $482 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $482 |
| Total non interest bearing cash at end of year | 2019-12-31 | $506,032 |
| Total non interest bearing cash at end of year | 2019-12-31 | $506,032 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $367,057 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $367,057 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,249,768 |
| Value of net income/loss | 2019-12-31 | $1,249,768 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,848,244 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,848,244 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,598,476 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,598,476 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $6,669 |
| Investment advisory and management fees | 2019-12-31 | $6,669 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,137,095 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,137,095 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,373,648 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,373,648 |
| Income. Interest from US Government securities | 2019-12-31 | $26,128 |
| Income. Interest from US Government securities | 2019-12-31 | $26,128 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $10,650 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $10,650 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $811,259 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $811,259 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $18,411 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $18,411 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $3,599,493 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $3,599,493 |
| Asset value of US Government securities at end of year | 2019-12-31 | $1,594,376 |
| Asset value of US Government securities at end of year | 2019-12-31 | $1,594,376 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $2,353,335 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $2,353,335 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $913,373 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $913,373 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $3,796,236 |
| Contributions received in cash from employer | 2019-12-31 | $3,796,236 |
| Employer contributions (assets) at end of year | 2019-12-31 | $345,449 |
| Employer contributions (assets) at end of year | 2019-12-31 | $345,449 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $294,941 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $294,941 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $446,804 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $446,804 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $495,453 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $495,453 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $2,127,281 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $2,127,281 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,117,808 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,117,808 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm name | 2019-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2019-12-31 | 611436956 |
| Accountancy firm EIN | 2019-12-31 | 611436956 |
| 2018 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-211,944 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-211,944 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $3,430,928 |
| Total loss/gain on sale of assets | 2018-12-31 | $-298,043 |
| Total of all expenses incurred | 2018-12-31 | $4,043,588 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,907,767 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,711,981 |
| Value of total assets at end of year | 2018-12-31 | $9,598,476 |
| Value of total assets at beginning of year | 2018-12-31 | $10,211,136 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $135,821 |
| Total interest from all sources | 2018-12-31 | $80,339 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $148,595 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $58,904 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $373,814 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $108,575 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $8,983 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $40,318 |
| Administrative expenses (other) incurred | 2018-12-31 | $60,871 |
| Total non interest bearing cash at end of year | 2018-12-31 | $367,057 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $450,117 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-612,660 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,598,476 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,211,136 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $16,046 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,373,648 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,451,598 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $80,339 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $3,736,158 |
| Asset value of US Government securities at end of year | 2018-12-31 | $2,353,335 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $3,754,875 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,338,167 |
| Income. Dividends from preferred stock | 2018-12-31 | $148,595 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $63,034 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $495,453 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $2,514,228 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $10,158,878 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $10,456,921 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | GOULET, SALVIDIO & ASSOCIATES, PC |
| Accountancy firm EIN | 2018-12-31 | 042623065 |
| 2017 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $533,415 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $533,415 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $4,238,124 |
| Total loss/gain on sale of assets | 2017-12-31 | $-28,987 |
| Total of all expenses incurred | 2017-12-31 | $3,541,486 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,388,320 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,482,765 |
| Value of total assets at end of year | 2017-12-31 | $10,211,136 |
| Value of total assets at beginning of year | 2017-12-31 | $9,514,498 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $153,166 |
| Total interest from all sources | 2017-12-31 | $190,092 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $60,839 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $58,563 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $382,516 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $44,965 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $40,318 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $40,006 |
| Administrative expenses (other) incurred | 2017-12-31 | $60,066 |
| Total non interest bearing cash at end of year | 2017-12-31 | $450,117 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $284,302 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $696,638 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,211,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,514,498 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $34,537 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,451,598 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,834,154 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $190,092 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $3,275,419 |
| Asset value of US Government securities at end of year | 2017-12-31 | $3,754,875 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $3,789,180 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,100,249 |
| Income. Dividends from preferred stock | 2017-12-31 | $60,839 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $67,936 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $2,514,228 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $2,566,856 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $775,296 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $804,283 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | GOULET, SALVIDIO & ASSOCIATES, PC |
| Accountancy firm EIN | 2017-12-31 | 042623065 |
| 2016 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $272,487 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $272,487 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,246,998 |
| Total loss/gain on sale of assets | 2016-12-31 | $-95,927 |
| Total of all expenses incurred | 2016-12-31 | $3,459,723 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,293,538 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,811,047 |
| Value of total assets at end of year | 2016-12-31 | $9,514,498 |
| Value of total assets at beginning of year | 2016-12-31 | $9,727,223 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $166,185 |
| Total interest from all sources | 2016-12-31 | $202,927 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $56,464 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $68,837 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $309,297 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $25,971 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $40,006 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $43,873 |
| Administrative expenses (other) incurred | 2016-12-31 | $61,371 |
| Total non interest bearing cash at end of year | 2016-12-31 | $284,302 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $317,002 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-212,725 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,514,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,727,223 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $35,977 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,834,154 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,532,162 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $202,927 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $3,202,863 |
| Asset value of US Government securities at end of year | 2016-12-31 | $3,789,180 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $4,275,643 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $2,501,750 |
| Income. Dividends from preferred stock | 2016-12-31 | $56,464 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $64,704 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $2,566,856 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $2,558,543 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $1,502,624 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,598,551 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | GOULET, SALVIDIO & ASSOCIATES, PC |
| Accountancy firm EIN | 2016-12-31 | 042623065 |
| 2015 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-95,120 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-95,120 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,854,922 |
| Total loss/gain on sale of assets | 2015-12-31 | $-40,979 |
| Total of all expenses incurred | 2015-12-31 | $3,353,839 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,204,530 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,729,438 |
| Value of total assets at end of year | 2015-12-31 | $9,727,223 |
| Value of total assets at beginning of year | 2015-12-31 | $9,226,140 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $149,309 |
| Total interest from all sources | 2015-12-31 | $209,070 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $52,513 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $52,513 |
| Administrative expenses professional fees incurred | 2015-12-31 | $64,175 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $259,233 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $102,578 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $43,873 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $42,733 |
| Administrative expenses (other) incurred | 2015-12-31 | $49,540 |
| Total non interest bearing cash at end of year | 2015-12-31 | $317,002 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $415,808 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $501,083 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,727,223 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,226,140 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $35,594 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,532,162 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,498,116 |
| Income. Interest from US Government securities | 2015-12-31 | $209,070 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $3,024,062 |
| Asset value of US Government securities at end of year | 2015-12-31 | $4,275,643 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $3,868,394 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $3,470,205 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $77,890 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $2,558,543 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $2,401,089 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $1,261,978 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,302,957 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | GOULET, SALVIDIO & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2015-12-31 | 042623065 |
| 2014 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $194,458 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $194,458 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,530,098 |
| Total loss/gain on sale of assets | 2014-12-31 | $68,296 |
| Total of all expenses incurred | 2014-12-31 | $3,025,196 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,854,694 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,010,309 |
| Value of total assets at end of year | 2014-12-31 | $9,226,140 |
| Value of total assets at beginning of year | 2014-12-31 | $8,721,238 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $170,502 |
| Total interest from all sources | 2014-12-31 | $211,350 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $45,685 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $45,685 |
| Administrative expenses professional fees incurred | 2014-12-31 | $73,234 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $247,858 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $22,914 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $42,733 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $43,985 |
| Administrative expenses (other) incurred | 2014-12-31 | $63,043 |
| Total non interest bearing cash at end of year | 2014-12-31 | $415,808 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $341,471 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $504,902 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,226,140 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,721,238 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $34,225 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,498,116 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,198,120 |
| Income. Interest from US Government securities | 2014-12-31 | $211,350 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,753,821 |
| Asset value of US Government securities at end of year | 2014-12-31 | $3,868,394 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $3,981,350 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $2,762,451 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $77,959 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $2,401,089 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $2,156,312 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $3,774,862 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,706,566 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | GOULET, SALVIDIO & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2014-12-31 | 042623065 |
| 2013 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $256,173 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $256,173 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,440,297 |
| Total loss/gain on sale of assets | 2013-12-31 | $-27,964 |
| Total of all expenses incurred | 2013-12-31 | $3,135,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,971,256 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,950,550 |
| Value of total assets at end of year | 2013-12-31 | $8,721,238 |
| Value of total assets at beginning of year | 2013-12-31 | $8,416,627 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $164,430 |
| Total interest from all sources | 2013-12-31 | $221,621 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $39,917 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $39,917 |
| Administrative expenses professional fees incurred | 2013-12-31 | $71,044 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $401,163 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $22,843 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $43,985 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $45,599 |
| Administrative expenses (other) incurred | 2013-12-31 | $59,052 |
| Total non interest bearing cash at end of year | 2013-12-31 | $341,471 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $342,273 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $304,611 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,721,238 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,416,627 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $34,334 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,198,120 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,661,148 |
| Income. Interest from US Government securities | 2013-12-31 | $221,621 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $2,883,302 |
| Asset value of US Government securities at end of year | 2013-12-31 | $3,981,350 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $4,380,811 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,549,387 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $65,111 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $2,156,312 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $1,986,796 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $1,163,276 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,191,240 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | GOULET, SALVIDIO & ASSOCIATES, PC |
| Accountancy firm EIN | 2013-12-31 | 042623065 |
| 2012 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $219,785 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $219,785 |
| Total income from all sources (including contributions) | 2012-12-31 | $4,445,887 |
| Total loss/gain on sale of assets | 2012-12-31 | $-50,067 |
| Total of all expenses incurred | 2012-12-31 | $3,498,357 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,343,849 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,020,884 |
| Value of total assets at end of year | 2012-12-31 | $8,416,627 |
| Value of total assets at beginning of year | 2012-12-31 | $7,469,097 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $154,508 |
| Total interest from all sources | 2012-12-31 | $219,666 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $35,619 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $35,619 |
| Administrative expenses professional fees incurred | 2012-12-31 | $67,200 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $286,736 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $59,020 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $45,599 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $34,022 |
| Administrative expenses (other) incurred | 2012-12-31 | $54,338 |
| Total non interest bearing cash at end of year | 2012-12-31 | $342,273 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $795,559 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $947,530 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,416,627 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,469,097 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $32,970 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,661,148 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,432,341 |
| Interest earned on other investments | 2012-12-31 | $124 |
| Income. Interest from US Government securities | 2012-12-31 | $219,542 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $3,230,313 |
| Asset value of US Government securities at end of year | 2012-12-31 | $4,380,811 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $3,601,269 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $3,734,148 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $54,516 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $1,986,796 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $1,605,906 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $1,371,957 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,422,024 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | GOULET, SALVIDIO & ASSOCIATES, PC |
| Accountancy firm EIN | 2012-12-31 | 042623065 |
| 2011 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $248,875 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $248,875 |
| Total income from all sources (including contributions) | 2011-12-31 | $4,203,022 |
| Total loss/gain on sale of assets | 2011-12-31 | $-14,240 |
| Total of all expenses incurred | 2011-12-31 | $3,378,347 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,225,636 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,718,028 |
| Value of total assets at end of year | 2011-12-31 | $7,469,097 |
| Value of total assets at beginning of year | 2011-12-31 | $6,644,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $152,711 |
| Total interest from all sources | 2011-12-31 | $234,695 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $15,664 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $15,664 |
| Administrative expenses professional fees incurred | 2011-12-31 | $62,482 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $489,233 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $17,059 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $34,022 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $44,716 |
| Administrative expenses (other) incurred | 2011-12-31 | $57,119 |
| Total non interest bearing cash at end of year | 2011-12-31 | $795,559 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $248,861 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $824,675 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,469,097 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,644,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $33,110 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,432,341 |
| Income. Interest from US Government securities | 2011-12-31 | $234,695 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $3,155,034 |
| Asset value of US Government securities at end of year | 2011-12-31 | $3,601,269 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $4,245,323 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $3,228,795 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $53,543 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $1,605,906 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $2,105,522 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $3,126,296 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $3,140,536 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | GOULET, SALVIDIO & ASSOCIATES, PC |
| Accountancy firm EIN | 2011-12-31 | 042623065 |
| 2010 : WORCESTER PLUMBERS & PIPEFITTERS HEALTH & WELFARE FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $96,943 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $96,943 |
| Total income from all sources (including contributions) | 2010-12-31 | $3,487,345 |
| Total loss/gain on sale of assets | 2010-12-31 | $-44,876 |
| Total of all expenses incurred | 2010-12-31 | $3,807,884 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,641,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,159,869 |
| Value of total assets at end of year | 2010-12-31 | $6,644,422 |
| Value of total assets at beginning of year | 2010-12-31 | $6,964,961 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $165,926 |
| Total interest from all sources | 2010-12-31 | $275,409 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $87,406 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $421,716 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $504 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $33,253 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $44,716 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $62,041 |
| Administrative expenses (other) incurred | 2010-12-31 | $51,398 |
| Total non interest bearing cash at end of year | 2010-12-31 | $248,861 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $294,251 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-320,539 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,644,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,964,961 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $113,361 |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $27,122 |
| Income. Interest from US Government securities | 2010-12-31 | $275,409 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $3,552,798 |
| Asset value of US Government securities at end of year | 2010-12-31 | $4,245,323 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $4,205,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,738,153 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $55,907 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $2,105,522 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $2,403,165 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $2,801,407 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $2,846,283 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | GOULET, SALVIDIO & ASSOCIATES, PC |
| Accountancy firm EIN | 2010-12-31 | 042623065 |
