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PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 401k Plan overview

Plan NamePLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN
Plan identification number 002

PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

PLUMBERS & STEAMFITTERS LOCAL 21 has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS & STEAMFITTERS LOCAL 21
Employer identification number (EIN):136320256
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01AMIR WIRR2023-08-16 REINALDO DIAZ2023-08-16
0022021-01-01BRENDAN FOLEY2022-10-12 REINALDO DIAZ2022-10-12
0022020-01-01BRENDAN FOLEY2021-07-06 REINALDO DIAZ2021-07-06
0022019-01-01BRENDAN FOLEY2020-07-26 FRANK PALEN2020-07-26
0022018-01-01BRENDAN FOLEY2019-07-26 FRANK PALEN2019-07-26
0022017-01-01
0022016-01-01GEORGE WALLACE
0022015-01-01GEORGE WALLACE
0022014-01-01FRANK PALEN
0022013-01-01FRANK PALEN
0022012-01-01ROBERT PHILP
0022011-01-01ROBERT PHILP
0022009-01-01ROBERT PHILP
0022009-01-01ROBERT PHILP

Plan Statistics for PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN

Measure Date Value
2022: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,358
Total number of active participants reported on line 7a of the Form 55002022-01-011,135
Number of retired or separated participants receiving benefits2022-01-0129
Number of other retired or separated participants entitled to future benefits2022-01-01108
Total of all active and inactive participants2022-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,274
Number of participants with account balances2022-01-011,274
Number of employers contributing to the scheme2022-01-0198
2021: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,370
Total number of active participants reported on line 7a of the Form 55002021-01-011,249
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-011,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,358
Number of participants with account balances2021-01-011,256
Number of employers contributing to the scheme2021-01-01128
2020: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,415
Total number of active participants reported on line 7a of the Form 55002020-01-011,295
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-011,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,370
Number of participants with account balances2020-01-011,284
Number of employers contributing to the scheme2020-01-01112
2019: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,349
Total number of active participants reported on line 7a of the Form 55002019-01-011,365
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-011,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,415
Number of participants with account balances2019-01-011,352
Number of employers contributing to the scheme2019-01-01117
2018: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,295
Total number of active participants reported on line 7a of the Form 55002018-01-011,323
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,349
Number of participants with account balances2018-01-011,320
Number of employers contributing to the scheme2018-01-01110
2017: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,780
Total number of active participants reported on line 7a of the Form 55002017-01-01740
Number of retired or separated participants receiving benefits2017-01-0160
Number of other retired or separated participants entitled to future benefits2017-01-01453
Total of all active and inactive participants2017-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0142
Total participants2017-01-011,295
Number of participants with account balances2017-01-011,291
Number of employers contributing to the scheme2017-01-01120
2016: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,305
Total number of active participants reported on line 7a of the Form 55002016-01-011,190
Number of retired or separated participants receiving benefits2016-01-0173
Number of other retired or separated participants entitled to future benefits2016-01-01497
Total of all active and inactive participants2016-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-011,780
Number of participants with account balances2016-01-011,290
Number of employers contributing to the scheme2016-01-01107
2015: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,825
Total number of active participants reported on line 7a of the Form 55002015-01-011,214
Number of retired or separated participants receiving benefits2015-01-0167
Number of other retired or separated participants entitled to future benefits2015-01-01479
Total of all active and inactive participants2015-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0117
Total participants2015-01-011,777
Number of participants with account balances2015-01-011,305
Number of employers contributing to the scheme2015-01-01116
2014: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,841
Total number of active participants reported on line 7a of the Form 55002014-01-01489
Number of retired or separated participants receiving benefits2014-01-0173
Number of other retired or separated participants entitled to future benefits2014-01-011,241
Total of all active and inactive participants2014-01-011,803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-011,825
Number of participants with account balances2014-01-011,354
Number of employers contributing to the scheme2014-01-01122
2013: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,873
Total number of active participants reported on line 7a of the Form 55002013-01-011,228
Number of retired or separated participants receiving benefits2013-01-0169
Number of other retired or separated participants entitled to future benefits2013-01-01527
Total of all active and inactive participants2013-01-011,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-011,841
Number of participants with account balances2013-01-011,373
Number of employers contributing to the scheme2013-01-01129
2012: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,895
Total number of active participants reported on line 7a of the Form 55002012-01-011,276
Number of retired or separated participants receiving benefits2012-01-0163
Number of other retired or separated participants entitled to future benefits2012-01-01517
Total of all active and inactive participants2012-01-011,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0117
Total participants2012-01-011,873
Number of participants with account balances2012-01-011,417
Number of employers contributing to the scheme2012-01-01158
2011: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,918
Total number of active participants reported on line 7a of the Form 55002011-01-011,309
Number of retired or separated participants receiving benefits2011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-01547
Total of all active and inactive participants2011-01-011,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-011,895
Number of participants with account balances2011-01-011,471
Number of employers contributing to the scheme2011-01-01173
2009: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,026
Total number of active participants reported on line 7a of the Form 55002009-01-011,370
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-01558
Total of all active and inactive participants2009-01-011,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,963
Number of participants with account balances2009-01-011,562
Number of employers contributing to the scheme2009-01-0170

Financial Data on PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN

Measure Date Value
2022 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-19,949,824
Total unrealized appreciation/depreciation of assets2022-12-31$-19,949,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$121,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$62,351
Total income from all sources (including contributions)2022-12-31$-4,587,613
Total of all expenses incurred2022-12-31$11,565,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,270,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,507,404
Value of total assets at end of year2022-12-31$148,114,365
Value of total assets at beginning of year2022-12-31$164,207,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$295,143
Total interest from all sources2022-12-31$70,589
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,609,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,609,937
Administrative expenses professional fees incurred2022-12-31$52,167
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$1,749,940
Participant contributions at beginning of year2022-12-31$1,782,074
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$64,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$58,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$97,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$45,151
Other income not declared elsewhere2022-12-31$174,281
Administrative expenses (other) incurred2022-12-31$150,494
Liabilities. Value of operating payables at end of year2022-12-31$24,950
Liabilities. Value of operating payables at beginning of year2022-12-31$17,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,152,818
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,992,366
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$164,145,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$89,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$69,715,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$89,681,008
Interest on participant loans2022-12-31$70,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$41,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$41,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$75,907,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$72,080,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,507,404
Employer contributions (assets) at end of year2022-12-31$658,957
Employer contributions (assets) at beginning of year2022-12-31$548,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,270,062
Contract administrator fees2022-12-31$3,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$12,131
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$15,186
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31222951202
2021 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,588,492
Total unrealized appreciation/depreciation of assets2021-12-31$1,588,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$62,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,850
Total income from all sources (including contributions)2021-12-31$21,037,089
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,006,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,689,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,835,122
Value of total assets at end of year2021-12-31$164,207,535
Value of total assets at beginning of year2021-12-31$150,135,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$317,452
Total interest from all sources2021-12-31$101,197
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,280,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,280,132
Administrative expenses professional fees incurred2021-12-31$55,082
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,782,074
Participant contributions at beginning of year2021-12-31$1,845,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$58,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$52,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$45,151
Other income not declared elsewhere2021-12-31$232,146
Administrative expenses (other) incurred2021-12-31$171,415
Liabilities. Value of operating payables at end of year2021-12-31$17,200
Liabilities. Value of operating payables at beginning of year2021-12-31$20,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,030,138
Value of net assets at end of year (total assets less liabilities)2021-12-31$164,145,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$150,115,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$90,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$89,681,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,932,111
Interest on participant loans2021-12-31$101,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$41,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$75,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$75,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$72,080,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$71,704,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,835,122
Employer contributions (assets) at end of year2021-12-31$548,715
Employer contributions (assets) at beginning of year2021-12-31$507,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,689,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$15,186
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$19,134
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31222951202
2020 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,260,431
Total unrealized appreciation/depreciation of assets2020-12-31$7,260,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,288
Total income from all sources (including contributions)2020-12-31$21,648,429
Total loss/gain on sale of assets2020-12-31$-149,564
Total of all expenses incurred2020-12-31$11,862,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,585,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,155,969
Value of total assets at end of year2020-12-31$150,135,896
Value of total assets at beginning of year2020-12-31$140,345,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$277,125
Total interest from all sources2020-12-31$110,761
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,079,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,079,240
Administrative expenses professional fees incurred2020-12-31$46,797
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$1,845,044
Participant contributions at beginning of year2020-12-31$1,911,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$52,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$43,556
Other income not declared elsewhere2020-12-31$191,592
Administrative expenses (other) incurred2020-12-31$139,979
Liabilities. Value of operating payables at end of year2020-12-31$20,850
Liabilities. Value of operating payables at beginning of year2020-12-31$16,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,785,578
Value of net assets at end of year (total assets less liabilities)2020-12-31$150,115,046
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$140,329,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$90,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,932,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$72,712,971
Interest on participant loans2020-12-31$110,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$75,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$50,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$50,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$71,704,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$64,735,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,155,969
Employer contributions (assets) at end of year2020-12-31$507,909
Employer contributions (assets) at beginning of year2020-12-31$874,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,585,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$19,134
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$16,259
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$36,889,913
Aggregate carrying amount (costs) on sale of assets2020-12-31$37,039,477
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31222951202
2019 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$10,219,291
Total unrealized appreciation/depreciation of assets2019-12-31$10,219,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$35,350
Total income from all sources (including contributions)2019-12-31$25,613,691
Total loss/gain on sale of assets2019-12-31$-630,356
Total of all expenses incurred2019-12-31$6,470,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,178,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,173,958
Value of total assets at end of year2019-12-31$140,345,756
Value of total assets at beginning of year2019-12-31$121,221,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$291,391
Total interest from all sources2019-12-31$115,627
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,538,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,538,345
Administrative expenses professional fees incurred2019-12-31$42,906
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$1,911,439
Participant contributions at beginning of year2019-12-31$2,109,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$43,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$87,242
Other income not declared elsewhere2019-12-31$196,826
Administrative expenses (other) incurred2019-12-31$156,453
Liabilities. Value of operating payables at end of year2019-12-31$16,288
Liabilities. Value of operating payables at beginning of year2019-12-31$35,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,143,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$140,329,468
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$121,186,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$92,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,712,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,117,485
Interest on participant loans2019-12-31$115,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$50,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$64,735,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$60,847,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,173,958
Employer contributions (assets) at end of year2019-12-31$874,787
Employer contributions (assets) at beginning of year2019-12-31$1,024,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,178,922
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$16,259
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$9,882
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$18,003,565
Aggregate carrying amount (costs) on sale of assets2019-12-31$18,633,921
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31222951202
2018 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,201,060
Total unrealized appreciation/depreciation of assets2018-12-31$-6,201,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$50,288
Total income from all sources (including contributions)2018-12-31$7,738,569
Total loss/gain on sale of assets2018-12-31$-237,617
Total of all expenses incurred2018-12-31$5,936,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,641,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,914,657
Value of total assets at end of year2018-12-31$121,221,440
Value of total assets at beginning of year2018-12-31$119,434,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$295,810
Total interest from all sources2018-12-31$87,547
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,993,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,993,957
Administrative expenses professional fees incurred2018-12-31$39,017
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$2,109,344
Participant contributions at beginning of year2018-12-31$2,037,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$87,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$77,601
Other income not declared elsewhere2018-12-31$181,085
Administrative expenses (other) incurred2018-12-31$161,911
Liabilities. Value of operating payables at end of year2018-12-31$35,350
Liabilities. Value of operating payables at beginning of year2018-12-31$50,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,801,610
Value of net assets at end of year (total assets less liabilities)2018-12-31$121,186,090
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$119,384,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$94,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$57,117,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,662,162
Interest on participant loans2018-12-31$87,547
Value of interest in common/collective trusts at beginning of year2018-12-31$57,774,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$152,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$152,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$60,847,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,914,657
Employer contributions (assets) at end of year2018-12-31$1,024,669
Employer contributions (assets) at beginning of year2018-12-31$722,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,641,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$9,882
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$7,494
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$4,819,778
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,057,395
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31222951202
2017 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,024,443
Total unrealized appreciation/depreciation of assets2017-12-31$5,024,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,038
Total income from all sources (including contributions)2017-12-31$17,598,878
Total loss/gain on sale of assets2017-12-31$2,357,114
Total of all expenses incurred2017-12-31$6,209,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,960,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,511,130
Value of total assets at end of year2017-12-31$119,434,768
Value of total assets at beginning of year2017-12-31$108,017,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$249,119
Total interest from all sources2017-12-31$70,477
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,426,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,426,330
Administrative expenses professional fees incurred2017-12-31$38,893
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$2,037,085
Participant contributions at beginning of year2017-12-31$1,800,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$77,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$66,429
Other income not declared elsewhere2017-12-31$209,384
Administrative expenses (other) incurred2017-12-31$109,131
Liabilities. Value of operating payables at end of year2017-12-31$50,288
Liabilities. Value of operating payables at beginning of year2017-12-31$22,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,389,270
Value of net assets at end of year (total assets less liabilities)2017-12-31$119,384,480
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$107,995,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$101,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,662,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,437,755
Interest on participant loans2017-12-31$70,164
Value of interest in common/collective trusts at end of year2017-12-31$57,774,490
Value of interest in common/collective trusts at beginning of year2017-12-31$56,484,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$152,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$819,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$819,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,511,130
Employer contributions (assets) at end of year2017-12-31$722,999
Employer contributions (assets) at beginning of year2017-12-31$400,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,960,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$7,494
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$8,033
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,862,808
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,505,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31222951202
2016 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,500
Total income from all sources (including contributions)2016-12-31$10,226,586
Total of all expenses incurred2016-12-31$6,383,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,956,577
Expenses. Certain deemed distributions of participant loans2016-12-31$253,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,528,621
Value of total assets at end of year2016-12-31$107,612,596
Value of total assets at beginning of year2016-12-31$103,771,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$173,430
Total interest from all sources2016-12-31$207,020
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,703,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,703,118
Administrative expenses professional fees incurred2016-12-31$40,474
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$1,800,384
Participant contributions at beginning of year2016-12-31$1,868,209
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,447
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$62,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$91,480
Other income not declared elsewhere2016-12-31$161,938
Administrative expenses (other) incurred2016-12-31$107,956
Liabilities. Value of operating payables at end of year2016-12-31$14,150
Liabilities. Value of operating payables at beginning of year2016-12-31$16,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,843,325
Value of net assets at end of year (total assets less liabilities)2016-12-31$107,598,446
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$103,755,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,662,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,464,987
Interest on participant loans2016-12-31$75,325
Value of interest in common/collective trusts at end of year2016-12-31$55,258,951
Value of interest in common/collective trusts at beginning of year2016-12-31$54,625,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$819,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$720,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$720,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$131,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,686,990
Net investment gain or loss from common/collective trusts2016-12-31$938,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,522,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,956,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$8,033
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$539
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31L.H. ROSOFF & COMPANY, LLP
Accountancy firm EIN2016-12-31131239833
2015 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,150
Total income from all sources (including contributions)2015-12-31$7,241,317
Total of all expenses incurred2015-12-31$6,482,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,098,906
Expenses. Certain deemed distributions of participant loans2015-12-31$207,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,461,583
Value of total assets at end of year2015-12-31$103,771,621
Value of total assets at beginning of year2015-12-31$103,008,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$175,465
Total interest from all sources2015-12-31$202,419
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,830,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,830,818
Administrative expenses professional fees incurred2015-12-31$50,006
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,868,209
Participant contributions at beginning of year2015-12-31$1,762,780
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,471
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$91,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$133,021
Other income not declared elsewhere2015-12-31$209,382
Administrative expenses (other) incurred2015-12-31$100,459
Liabilities. Value of operating payables at end of year2015-12-31$16,500
Liabilities. Value of operating payables at beginning of year2015-12-31$13,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$759,295
Value of net assets at end of year (total assets less liabilities)2015-12-31$103,755,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$102,995,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,464,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,541,519
Interest on participant loans2015-12-31$71,409
Value of interest in common/collective trusts at end of year2015-12-31$54,625,502
Value of interest in common/collective trusts at beginning of year2015-12-31$55,008,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$720,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$561,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$561,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$131,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,413,436
Net investment gain or loss from common/collective trusts2015-12-31$950,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,373,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,098,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$539
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$1,378
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31L. H. ROSOFF & COMAPNY, LLP
Accountancy firm EIN2015-12-31131239833
2014 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,150
Total income from all sources (including contributions)2014-12-31$10,108,172
Total of all expenses incurred2014-12-31$8,005,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,635,840
Expenses. Certain deemed distributions of participant loans2014-12-31$230,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,908,476
Value of total assets at end of year2014-12-31$103,008,976
Value of total assets at beginning of year2014-12-31$100,906,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$139,176
Total interest from all sources2014-12-31$205,056
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,712,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,712,885
Administrative expenses professional fees incurred2014-12-31$37,261
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,762,780
Participant contributions at beginning of year2014-12-31$1,729,843
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$69,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$133,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$87,132
Other income not declared elsewhere2014-12-31$178,968
Administrative expenses (other) incurred2014-12-31$76,915
Liabilities. Value of operating payables at end of year2014-12-31$13,150
Liabilities. Value of operating payables at beginning of year2014-12-31$13,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,102,872
Value of net assets at end of year (total assets less liabilities)2014-12-31$102,995,826
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$100,892,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,541,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,932,961
Interest on participant loans2014-12-31$69,629
Value of interest in common/collective trusts at end of year2014-12-31$55,008,576
Value of interest in common/collective trusts at beginning of year2014-12-31$56,699,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$561,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$454,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$454,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$135,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,836,976
Net investment gain or loss from common/collective trusts2014-12-31$939,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,839,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,635,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$1,378
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,216
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31L.H. ROSOFF & COMPANY LLP
Accountancy firm EIN2014-12-31131239833
2013 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,150
Total income from all sources (including contributions)2013-12-31$14,005,493
Total of all expenses incurred2013-12-31$8,781,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,313,083
Expenses. Certain deemed distributions of participant loans2013-12-31$328,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,823,778
Value of total assets at end of year2013-12-31$100,906,104
Value of total assets at beginning of year2013-12-31$95,682,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$140,189
Total interest from all sources2013-12-31$213,498
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,968,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,968,956
Administrative expenses professional fees incurred2013-12-31$37,047
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,729,843
Participant contributions at beginning of year2013-12-31$1,520,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$87,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$82,795
Other income not declared elsewhere2013-12-31$157,566
Administrative expenses (other) incurred2013-12-31$78,142
Liabilities. Value of operating payables at end of year2013-12-31$13,150
Liabilities. Value of operating payables at beginning of year2013-12-31$13,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,223,982
Value of net assets at end of year (total assets less liabilities)2013-12-31$100,892,954
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,668,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,932,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,167,313
Interest on participant loans2013-12-31$72,351
Value of interest in common/collective trusts at end of year2013-12-31$56,699,802
Value of interest in common/collective trusts at beginning of year2013-12-31$59,567,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$454,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$341,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$341,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$141,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,859,015
Net investment gain or loss from common/collective trusts2013-12-31$982,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,823,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,313,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,216
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$3,055
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31L.H. ROSOFF & COMPANY LLP
Accountancy firm EIN2013-12-31131239833
2012 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,040
Total income from all sources (including contributions)2012-12-31$10,361,800
Total of all expenses incurred2012-12-31$5,579,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,847,255
Expenses. Certain deemed distributions of participant loans2012-12-31$592,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,937,533
Value of total assets at end of year2012-12-31$95,682,122
Value of total assets at beginning of year2012-12-31$90,899,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$139,320
Total interest from all sources2012-12-31$228,026
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$857,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$857,974
Administrative expenses professional fees incurred2012-12-31$37,808
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,520,532
Participant contributions at beginning of year2012-12-31$2,045,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$82,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$78,685
Other income not declared elsewhere2012-12-31$127,067
Administrative expenses (other) incurred2012-12-31$76,512
Liabilities. Value of operating payables at end of year2012-12-31$13,150
Liabilities. Value of operating payables at beginning of year2012-12-31$13,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,782,722
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,668,972
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$90,886,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,167,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,294,047
Interest on participant loans2012-12-31$81,428
Interest earned on other investments2012-12-31$196
Value of interest in common/collective trusts at end of year2012-12-31$59,567,117
Value of interest in common/collective trusts at beginning of year2012-12-31$59,223,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$341,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$253,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$253,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$146,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,959,243
Net investment gain or loss from common/collective trusts2012-12-31$1,251,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,937,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,847,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$3,055
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$3,894
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31L.H. ROSOFF & CO., LLP
Accountancy firm EIN2012-12-31131239833
2011 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,650
Total income from all sources (including contributions)2011-12-31$6,726,794
Total of all expenses incurred2011-12-31$5,573,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,169,951
Expenses. Certain deemed distributions of participant loans2011-12-31$255,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,144,605
Value of total assets at end of year2011-12-31$90,899,290
Value of total assets at beginning of year2011-12-31$89,745,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$147,972
Total interest from all sources2011-12-31$209,846
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$564,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$564,517
Administrative expenses professional fees incurred2011-12-31$45,718
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$2,045,586
Participant contributions at beginning of year2011-12-31$2,216,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$78,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$99,910
Other income not declared elsewhere2011-12-31$118,432
Administrative expenses (other) incurred2011-12-31$77,254
Liabilities. Value of operating payables at end of year2011-12-31$13,040
Liabilities. Value of operating payables at beginning of year2011-12-31$12,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,153,304
Value of net assets at end of year (total assets less liabilities)2011-12-31$90,886,250
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$89,732,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,294,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,709,734
Interest on participant loans2011-12-31$87,110
Value of interest in common/collective trusts at end of year2011-12-31$59,223,795
Value of interest in common/collective trusts at beginning of year2011-12-31$57,561,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$253,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$158,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$158,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$122,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,297,686
Net investment gain or loss from common/collective trusts2011-12-31$1,987,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,144,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,169,951
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$3,894
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31L.H. ROSOFF & CO., LLP
Accountancy firm EIN2011-12-31131239833
2010 : PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,400
Total income from all sources (including contributions)2010-12-31$11,874,881
Total of all expenses incurred2010-12-31$6,925,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,854,537
Expenses. Certain deemed distributions of participant loans2010-12-31$928,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,274,389
Value of total assets at end of year2010-12-31$89,745,596
Value of total assets at beginning of year2010-12-31$84,799,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$142,648
Total interest from all sources2010-12-31$256,518
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$682,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$682,439
Administrative expenses professional fees incurred2010-12-31$42,209
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$2,216,177
Participant contributions at beginning of year2010-12-31$3,029,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$99,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$65,089
Other income not declared elsewhere2010-12-31$100,643
Administrative expenses (other) incurred2010-12-31$75,439
Liabilities. Value of operating payables at end of year2010-12-31$12,650
Liabilities. Value of operating payables at beginning of year2010-12-31$16,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,949,522
Value of net assets at end of year (total assets less liabilities)2010-12-31$89,732,946
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$84,783,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,709,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,829,902
Interest on participant loans2010-12-31$102,415
Value of interest in common/collective trusts at end of year2010-12-31$57,561,415
Value of interest in common/collective trusts at beginning of year2010-12-31$56,745,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$158,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$129,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$129,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$154,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,297,354
Net investment gain or loss from common/collective trusts2010-12-31$2,263,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,274,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,854,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$725
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31L. H. ROSOFF & COMPANY, LLP
Accountancy firm EIN2010-12-31131239833

Form 5500 Responses for PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN

2022: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62908-1
Policy instance 1
Insurance contract or identification numberMR 62908-1
Number of Individuals Covered1274
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62908
Policy instance 1
Insurance contract or identification numberMR 62908
Number of Individuals Covered1358
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62908
Policy instance 1
Insurance contract or identification numberMR 62908
Number of Individuals Covered1370
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62908
Policy instance 1
Insurance contract or identification numberMR 62908
Number of Individuals Covered1415
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62908
Policy instance 1
Insurance contract or identification numberMR 62908
Number of Individuals Covered1320
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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