JOINT BOARD OF TRUSTEES PLUMBERS UNION LOCAL 55 H&W has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN
401k plan membership statisitcs for PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2023 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $9,443,305 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $8,810,111 |
| Total income from all sources (including contributions) | 2023-04-30 | $7,754,566 |
| Total loss/gain on sale of assets | 2023-04-30 | $0 |
| Total of all expenses incurred | 2023-04-30 | $7,378,947 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $6,713,750 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $7,943,102 |
| Value of total assets at end of year | 2023-04-30 | $12,891,218 |
| Value of total assets at beginning of year | 2023-04-30 | $11,882,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $665,197 |
| Total interest from all sources | 2023-04-30 | $21,079 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $213,191 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-04-30 | $213,191 |
| Administrative expenses professional fees incurred | 2023-04-30 | $127,306 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Contributions received from participants | 2023-04-30 | $529,471 |
| Assets. Other investments not covered elsewhere at end of year | 2023-04-30 | $11,762 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-04-30 | $43,370 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-04-30 | $112,481 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-04-30 | $3,851 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-04-30 | $170 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-04-30 | $2,793,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-04-30 | $2,511,000 |
| Other income not declared elsewhere | 2023-04-30 | $-282,000 |
| Administrative expenses (other) incurred | 2023-04-30 | $511,572 |
| Liabilities. Value of operating payables at end of year | 2023-04-30 | $6,650,305 |
| Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $6,299,111 |
| Total non interest bearing cash at end of year | 2023-04-30 | $3,731,080 |
| Total non interest bearing cash at beginning of year | 2023-04-30 | $2,991,848 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $375,619 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $3,447,913 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $3,072,294 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Investment advisory and management fees | 2023-04-30 | $14,500 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-04-30 | $7,324,339 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-04-30 | $7,260,125 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-30 | $994,546 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-04-30 | $968,976 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-04-30 | $968,976 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-04-30 | $21,079 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-04-30 | $6,673,422 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-04-30 | $-140,806 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Contributions received in cash from employer | 2023-04-30 | $7,301,150 |
| Employer contributions (assets) at end of year | 2023-04-30 | $825,640 |
| Employer contributions (assets) at beginning of year | 2023-04-30 | $617,916 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $40,328 |
| Contract administrator fees | 2023-04-30 | $11,819 |
| Did the plan have assets held for investment | 2023-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Aggregate proceeds on sale of assets | 2023-04-30 | $973,480 |
| Aggregate carrying amount (costs) on sale of assets | 2023-04-30 | $973,480 |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2023-04-30 | 341322309 |
| 2022 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $8,810,111 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $7,908,127 |
| Total income from all sources (including contributions) | 2022-04-30 | $6,467,937 |
| Total loss/gain on sale of assets | 2022-04-30 | $16,777 |
| Total of all expenses incurred | 2022-04-30 | $7,932,919 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $7,281,238 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $6,757,834 |
| Value of total assets at end of year | 2022-04-30 | $11,882,405 |
| Value of total assets at beginning of year | 2022-04-30 | $12,445,403 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $651,681 |
| Total interest from all sources | 2022-04-30 | $236 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $181,879 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-04-30 | $181,879 |
| Administrative expenses professional fees incurred | 2022-04-30 | $141,348 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Contributions received from participants | 2022-04-30 | $540,891 |
| Participant contributions at end of year | 2022-04-30 | $0 |
| Participant contributions at beginning of year | 2022-04-30 | $23,790 |
| Assets. Other investments not covered elsewhere at end of year | 2022-04-30 | $43,370 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-04-30 | $41,220 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-04-30 | $158,701 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-04-30 | $170 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-04-30 | $14 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-04-30 | $2,511,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-04-30 | $2,424,000 |
| Other income not declared elsewhere | 2022-04-30 | $-87,000 |
| Administrative expenses (other) incurred | 2022-04-30 | $487,745 |
| Liabilities. Value of operating payables at end of year | 2022-04-30 | $6,299,111 |
| Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $5,484,127 |
| Total non interest bearing cash at end of year | 2022-04-30 | $2,991,848 |
| Total non interest bearing cash at beginning of year | 2022-04-30 | $2,352,458 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $-1,464,982 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $3,072,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $4,537,276 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Investment advisory and management fees | 2022-04-30 | $16,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-30 | $7,260,125 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-30 | $9,013,416 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-30 | $968,976 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-30 | $468,740 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-30 | $468,740 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-04-30 | $236 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-04-30 | $7,240,820 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-30 | $-401,789 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Contributions received in cash from employer | 2022-04-30 | $6,058,242 |
| Employer contributions (assets) at end of year | 2022-04-30 | $617,916 |
| Employer contributions (assets) at beginning of year | 2022-04-30 | $545,765 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $40,418 |
| Contract administrator fees | 2022-04-30 | $6,588 |
| Did the plan have assets held for investment | 2022-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Aggregate proceeds on sale of assets | 2022-04-30 | $1,550,000 |
| Aggregate carrying amount (costs) on sale of assets | 2022-04-30 | $1,533,223 |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2022-04-30 | 341322309 |
| 2021 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $7,908,127 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $7,131,647 |
| Total income from all sources (including contributions) | 2021-04-30 | $7,205,559 |
| Total loss/gain on sale of assets | 2021-04-30 | $121,736 |
| Total of all expenses incurred | 2021-04-30 | $6,988,906 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $6,545,311 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $6,413,874 |
| Value of total assets at end of year | 2021-04-30 | $12,445,403 |
| Value of total assets at beginning of year | 2021-04-30 | $11,452,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $443,595 |
| Total interest from all sources | 2021-04-30 | $876 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $200,287 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $200,287 |
| Administrative expenses professional fees incurred | 2021-04-30 | $185,456 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Contributions received from participants | 2021-04-30 | $534,221 |
| Participant contributions at end of year | 2021-04-30 | $23,790 |
| Participant contributions at beginning of year | 2021-04-30 | $46,629 |
| Assets. Other investments not covered elsewhere at end of year | 2021-04-30 | $41,220 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-04-30 | $663,993 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-04-30 | $202,917 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-04-30 | $14 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-04-30 | $311 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-04-30 | $2,424,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-04-30 | $2,229,000 |
| Other income not declared elsewhere | 2021-04-30 | $-178,924 |
| Administrative expenses (other) incurred | 2021-04-30 | $237,099 |
| Liabilities. Value of operating payables at end of year | 2021-04-30 | $5,484,127 |
| Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $4,896,647 |
| Total non interest bearing cash at end of year | 2021-04-30 | $2,352,458 |
| Total non interest bearing cash at beginning of year | 2021-04-30 | $938,746 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $216,653 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $4,537,276 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $4,320,623 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Investment advisory and management fees | 2021-04-30 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-04-30 | $9,013,416 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-04-30 | $7,643,385 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-04-30 | $468,740 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-04-30 | $1,467,852 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-04-30 | $1,467,852 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $876 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-04-30 | $6,515,977 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-04-30 | $647,710 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Contributions received in cash from employer | 2021-04-30 | $5,676,736 |
| Employer contributions (assets) at end of year | 2021-04-30 | $545,765 |
| Employer contributions (assets) at beginning of year | 2021-04-30 | $691,354 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $29,334 |
| Contract administrator fees | 2021-04-30 | $9,040 |
| Liabilities. Value of benefit claims payable at end of year | 2021-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-04-30 | $6,000 |
| Did the plan have assets held for investment | 2021-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Aggregate proceeds on sale of assets | 2021-04-30 | $2,299,966 |
| Aggregate carrying amount (costs) on sale of assets | 2021-04-30 | $2,178,230 |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
| Accountancy firm name | 2021-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2021-04-30 | 341322309 |
| 2020 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $7,131,647 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $6,249,065 |
| Total income from all sources (including contributions) | 2020-04-30 | $7,260,476 |
| Total loss/gain on sale of assets | 2020-04-30 | $40,089 |
| Total of all expenses incurred | 2020-04-30 | $8,477,993 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $8,116,653 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $6,941,637 |
| Value of total assets at end of year | 2020-04-30 | $11,452,270 |
| Value of total assets at beginning of year | 2020-04-30 | $11,787,205 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $361,340 |
| Total interest from all sources | 2020-04-30 | $20,521 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $177,374 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-04-30 | $177,374 |
| Administrative expenses professional fees incurred | 2020-04-30 | $143,227 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Contributions received from participants | 2020-04-30 | $572,897 |
| Participant contributions at end of year | 2020-04-30 | $46,629 |
| Participant contributions at beginning of year | 2020-04-30 | $59,893 |
| Assets. Other investments not covered elsewhere at end of year | 2020-04-30 | $663,993 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-04-30 | $611,335 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-04-30 | $118,459 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-04-30 | $311 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-04-30 | $20,179 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-04-30 | $2,229,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-04-30 | $2,135,000 |
| Other income not declared elsewhere | 2020-04-30 | $-85,062 |
| Administrative expenses (other) incurred | 2020-04-30 | $200,433 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $4,896,647 |
| Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $4,111,065 |
| Total non interest bearing cash at end of year | 2020-04-30 | $938,746 |
| Total non interest bearing cash at beginning of year | 2020-04-30 | $948,395 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $-1,217,517 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $4,320,623 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $5,538,140 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Investment advisory and management fees | 2020-04-30 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-04-30 | $7,643,385 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-04-30 | $7,757,093 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $1,467,852 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-30 | $1,715,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-30 | $1,715,294 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $20,521 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-04-30 | $8,076,779 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-04-30 | $165,917 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Contributions received in cash from employer | 2020-04-30 | $6,250,281 |
| Employer contributions (assets) at end of year | 2020-04-30 | $691,354 |
| Employer contributions (assets) at beginning of year | 2020-04-30 | $675,016 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $39,874 |
| Contract administrator fees | 2020-04-30 | $5,680 |
| Liabilities. Value of benefit claims payable at end of year | 2020-04-30 | $6,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-04-30 | $3,000 |
| Did the plan have assets held for investment | 2020-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Aggregate proceeds on sale of assets | 2020-04-30 | $2,255,939 |
| Aggregate carrying amount (costs) on sale of assets | 2020-04-30 | $2,215,850 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
| Accountancy firm name | 2020-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2020-04-30 | 341322309 |
| 2019 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $6,249,065 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $5,823,048 |
| Total income from all sources (including contributions) | 2019-04-30 | $7,579,754 |
| Total loss/gain on sale of assets | 2019-04-30 | $-26,767 |
| Total of all expenses incurred | 2019-04-30 | $7,568,357 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $7,200,598 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $7,055,196 |
| Value of total assets at end of year | 2019-04-30 | $11,787,205 |
| Value of total assets at beginning of year | 2019-04-30 | $11,349,791 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $367,759 |
| Total interest from all sources | 2019-04-30 | $21,846 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $188,173 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-04-30 | $188,173 |
| Administrative expenses professional fees incurred | 2019-04-30 | $113,777 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Contributions received from participants | 2019-04-30 | $639,851 |
| Participant contributions at end of year | 2019-04-30 | $59,893 |
| Participant contributions at beginning of year | 2019-04-30 | $18,871 |
| Assets. Other investments not covered elsewhere at end of year | 2019-04-30 | $611,335 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-04-30 | $526,256 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-04-30 | $69,046 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-04-30 | $20,179 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-04-30 | $11,221 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-04-30 | $2,135,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-04-30 | $2,113,000 |
| Other income not declared elsewhere | 2019-04-30 | $6,072 |
| Administrative expenses (other) incurred | 2019-04-30 | $236,222 |
| Liabilities. Value of operating payables at end of year | 2019-04-30 | $4,111,065 |
| Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $3,706,048 |
| Total non interest bearing cash at end of year | 2019-04-30 | $948,395 |
| Total non interest bearing cash at beginning of year | 2019-04-30 | $1,142,491 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $11,397 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $5,538,140 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $5,526,743 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Investment advisory and management fees | 2019-04-30 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-04-30 | $7,757,093 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-04-30 | $8,152,501 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-04-30 | $1,715,294 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-04-30 | $793,448 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-04-30 | $793,448 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $21,846 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-04-30 | $7,179,844 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-04-30 | $335,234 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Contributions received in cash from employer | 2019-04-30 | $6,346,299 |
| Employer contributions (assets) at end of year | 2019-04-30 | $675,016 |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $705,003 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $20,754 |
| Contract administrator fees | 2019-04-30 | $5,760 |
| Liabilities. Value of benefit claims payable at end of year | 2019-04-30 | $3,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-04-30 | $4,000 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-04-30 | $0 |
| Did the plan have assets held for investment | 2019-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Aggregate proceeds on sale of assets | 2019-04-30 | $900,000 |
| Aggregate carrying amount (costs) on sale of assets | 2019-04-30 | $926,767 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Unqualified |
| Accountancy firm name | 2019-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2019-04-30 | 341322309 |
| 2018 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $5,823,048 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $4,938,043 |
| Total income from all sources (including contributions) | 2018-04-30 | $6,393,081 |
| Total loss/gain on sale of assets | 2018-04-30 | $0 |
| Total of all expenses incurred | 2018-04-30 | $7,055,732 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $6,593,874 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $6,659,617 |
| Value of total assets at end of year | 2018-04-30 | $11,349,791 |
| Value of total assets at beginning of year | 2018-04-30 | $11,127,437 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $461,858 |
| Total interest from all sources | 2018-04-30 | $12,779 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $168,253 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-04-30 | $168,253 |
| Administrative expenses professional fees incurred | 2018-04-30 | $126,172 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Contributions received from participants | 2018-04-30 | $677,633 |
| Participant contributions at end of year | 2018-04-30 | $18,871 |
| Participant contributions at beginning of year | 2018-04-30 | $32,201 |
| Assets. Other investments not covered elsewhere at end of year | 2018-04-30 | $526,256 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-04-30 | $536,843 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-04-30 | $129,893 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-30 | $11,221 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-30 | $1,016 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-04-30 | $2,113,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-04-30 | $1,540,000 |
| Other income not declared elsewhere | 2018-04-30 | $-524,874 |
| Administrative expenses (other) incurred | 2018-04-30 | $316,847 |
| Liabilities. Value of operating payables at end of year | 2018-04-30 | $3,706,048 |
| Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $3,392,043 |
| Total non interest bearing cash at end of year | 2018-04-30 | $1,142,491 |
| Total non interest bearing cash at beginning of year | 2018-04-30 | $207,914 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $-662,651 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $5,526,743 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $6,189,394 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Investment advisory and management fees | 2018-04-30 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-30 | $8,152,501 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-30 | $7,917,099 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $793,448 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-30 | $1,911,488 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-30 | $1,911,488 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $12,779 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-04-30 | $6,568,695 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-04-30 | $77,306 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $5,852,091 |
| Employer contributions (assets) at end of year | 2018-04-30 | $705,003 |
| Employer contributions (assets) at beginning of year | 2018-04-30 | $465,956 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $25,179 |
| Contract administrator fees | 2018-04-30 | $6,839 |
| Liabilities. Value of benefit claims payable at end of year | 2018-04-30 | $4,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-04-30 | $6,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-04-30 | $54,920 |
| Did the plan have assets held for investment | 2018-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Aggregate proceeds on sale of assets | 2018-04-30 | $1,660,056 |
| Aggregate carrying amount (costs) on sale of assets | 2018-04-30 | $1,660,056 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Unqualified |
| Accountancy firm name | 2018-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2018-04-30 | 341322309 |
| 2017 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $4,938,043 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $4,426,118 |
| Total income from all sources (including contributions) | 2017-04-30 | $6,132,582 |
| Total loss/gain on sale of assets | 2017-04-30 | $10,217 |
| Total of all expenses incurred | 2017-04-30 | $6,848,532 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $6,474,577 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $6,025,834 |
| Value of total assets at end of year | 2017-04-30 | $11,127,437 |
| Value of total assets at beginning of year | 2017-04-30 | $11,331,462 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $373,955 |
| Total interest from all sources | 2017-04-30 | $6,036 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $154,204 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-04-30 | $154,204 |
| Administrative expenses professional fees incurred | 2017-04-30 | $111,680 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Contributions received from participants | 2017-04-30 | $684,457 |
| Participant contributions at end of year | 2017-04-30 | $32,201 |
| Participant contributions at beginning of year | 2017-04-30 | $34,488 |
| Assets. Other investments not covered elsewhere at end of year | 2017-04-30 | $536,843 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-04-30 | $84,873 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-04-30 | $167,315 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-04-30 | $1,016 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-04-30 | $3,648 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-04-30 | $1,540,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-04-30 | $1,268,000 |
| Other income not declared elsewhere | 2017-04-30 | $-226,174 |
| Administrative expenses (other) incurred | 2017-04-30 | $245,328 |
| Liabilities. Value of operating payables at end of year | 2017-04-30 | $3,392,043 |
| Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $3,149,118 |
| Total non interest bearing cash at end of year | 2017-04-30 | $207,914 |
| Total non interest bearing cash at beginning of year | 2017-04-30 | $152,609 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $-715,950 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $6,189,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $6,905,344 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Investment advisory and management fees | 2017-04-30 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-04-30 | $7,917,099 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-04-30 | $6,278,782 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-04-30 | $1,911,488 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-04-30 | $4,010,142 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-04-30 | $4,010,142 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-04-30 | $6,036 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-04-30 | $6,447,326 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-04-30 | $162,465 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Contributions received in cash from employer | 2017-04-30 | $5,174,062 |
| Employer contributions (assets) at end of year | 2017-04-30 | $465,956 |
| Employer contributions (assets) at beginning of year | 2017-04-30 | $694,392 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $27,251 |
| Contract administrator fees | 2017-04-30 | $4,947 |
| Liabilities. Value of benefit claims payable at end of year | 2017-04-30 | $6,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-04-30 | $9,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-04-30 | $54,920 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-04-30 | $72,528 |
| Did the plan have assets held for investment | 2017-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Aggregate proceeds on sale of assets | 2017-04-30 | $7,170,787 |
| Aggregate carrying amount (costs) on sale of assets | 2017-04-30 | $7,160,570 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Unqualified |
| Accountancy firm name | 2017-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2017-04-30 | 341322309 |
| 2016 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $4,426,118 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $4,331,480 |
| Total income from all sources (including contributions) | 2016-04-30 | $6,998,638 |
| Total loss/gain on sale of assets | 2016-04-30 | $50,096 |
| Total of all expenses incurred | 2016-04-30 | $6,271,418 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $5,942,815 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $6,862,631 |
| Value of total assets at end of year | 2016-04-30 | $11,331,462 |
| Value of total assets at beginning of year | 2016-04-30 | $10,509,604 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $328,603 |
| Total interest from all sources | 2016-04-30 | $1,531 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $87,663 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-04-30 | $87,663 |
| Administrative expenses professional fees incurred | 2016-04-30 | $106,148 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Contributions received from participants | 2016-04-30 | $746,939 |
| Participant contributions at end of year | 2016-04-30 | $34,488 |
| Participant contributions at beginning of year | 2016-04-30 | $36,125 |
| Assets. Other investments not covered elsewhere at end of year | 2016-04-30 | $84,873 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-04-30 | $100,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-04-30 | $137,339 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-04-30 | $3,648 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-04-30 | $3,243 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-04-30 | $1,268,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-04-30 | $1,104,000 |
| Other income not declared elsewhere | 2016-04-30 | $89,773 |
| Administrative expenses (other) incurred | 2016-04-30 | $204,816 |
| Liabilities. Value of operating payables at end of year | 2016-04-30 | $3,149,118 |
| Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $3,218,480 |
| Total non interest bearing cash at end of year | 2016-04-30 | $152,609 |
| Total non interest bearing cash at beginning of year | 2016-04-30 | $254,157 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $727,220 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $6,905,344 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $6,178,124 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Investment advisory and management fees | 2016-04-30 | $10,418 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-04-30 | $6,278,782 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-30 | $5,770,100 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-04-30 | $4,010,142 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-30 | $3,713,489 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-30 | $3,713,489 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-04-30 | $1,531 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-04-30 | $5,910,697 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-04-30 | $-93,056 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $5,978,353 |
| Employer contributions (assets) at end of year | 2016-04-30 | $694,392 |
| Employer contributions (assets) at beginning of year | 2016-04-30 | $609,228 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $32,118 |
| Contract administrator fees | 2016-04-30 | $7,221 |
| Liabilities. Value of benefit claims payable at end of year | 2016-04-30 | $9,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-04-30 | $9,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-04-30 | $72,528 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-04-30 | $23,262 |
| Did the plan have assets held for investment | 2016-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Aggregate proceeds on sale of assets | 2016-04-30 | $936,020 |
| Aggregate carrying amount (costs) on sale of assets | 2016-04-30 | $885,924 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Unqualified |
| Accountancy firm name | 2016-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2016-04-30 | 341322309 |
| 2015 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $4,331,480 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $4,358,957 |
| Total income from all sources (including contributions) | 2015-04-30 | $7,373,386 |
| Total loss/gain on sale of assets | 2015-04-30 | $0 |
| Total of all expenses incurred | 2015-04-30 | $6,857,610 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $6,512,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $6,914,306 |
| Value of total assets at end of year | 2015-04-30 | $10,509,604 |
| Value of total assets at beginning of year | 2015-04-30 | $10,021,305 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $345,556 |
| Total interest from all sources | 2015-04-30 | $918 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $89,300 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-04-30 | $89,300 |
| Assets. Real estate other than employer real property at end of year | 2015-04-30 | $0 |
| Administrative expenses professional fees incurred | 2015-04-30 | $116,837 |
| Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
| Value of fidelity bond cover | 2015-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Contributions received from participants | 2015-04-30 | $830,985 |
| Participant contributions at end of year | 2015-04-30 | $36,125 |
| Participant contributions at beginning of year | 2015-04-30 | $37,704 |
| Assets. Other investments not covered elsewhere at end of year | 2015-04-30 | $100,000 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-04-30 | $563,644 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-04-30 | $233,847 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-30 | $3,243 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-04-30 | $2,868 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-04-30 | $1,104,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-04-30 | $1,159,000 |
| Other income not declared elsewhere | 2015-04-30 | $290,644 |
| Administrative expenses (other) incurred | 2015-04-30 | $211,929 |
| Liabilities. Value of operating payables at end of year | 2015-04-30 | $3,218,480 |
| Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $3,190,957 |
| Total non interest bearing cash at end of year | 2015-04-30 | $254,157 |
| Total non interest bearing cash at beginning of year | 2015-04-30 | $173,403 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $515,776 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $6,178,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $5,662,348 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Investment advisory and management fees | 2015-04-30 | $7,598 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-30 | $5,770,100 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-30 | $5,602,581 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $3,713,489 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $3,022,256 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $3,022,256 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-04-30 | $918 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-04-30 | $6,468,356 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-30 | $78,218 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Contributions received in cash from employer | 2015-04-30 | $5,849,474 |
| Employer contributions (assets) at end of year | 2015-04-30 | $609,228 |
| Employer contributions (assets) at beginning of year | 2015-04-30 | $618,018 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $43,698 |
| Contract administrator fees | 2015-04-30 | $9,192 |
| Liabilities. Value of benefit claims payable at end of year | 2015-04-30 | $9,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-04-30 | $9,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-04-30 | $23,262 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-04-30 | $831 |
| Did the plan have assets held for investment | 2015-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Aggregate proceeds on sale of assets | 2015-04-30 | $706,569 |
| Aggregate carrying amount (costs) on sale of assets | 2015-04-30 | $706,569 |
| Liabilities. Value of acquisition indebtedness at end of year | 2015-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
| Accountancy firm name | 2015-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2015-04-30 | 341322309 |
| 2014 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-04-30 | $-26,487 |
| Total unrealized appreciation/depreciation of assets | 2014-04-30 | $-26,487 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $4,358,957 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $3,835,309 |
| Total income from all sources (including contributions) | 2014-04-30 | $6,803,916 |
| Total loss/gain on sale of assets | 2014-04-30 | $0 |
| Total of all expenses incurred | 2014-04-30 | $6,493,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $6,161,706 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $6,951,446 |
| Value of total assets at end of year | 2014-04-30 | $10,021,305 |
| Value of total assets at beginning of year | 2014-04-30 | $9,187,331 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $331,884 |
| Total interest from all sources | 2014-04-30 | $385 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $85,816 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $85,816 |
| Administrative expenses professional fees incurred | 2014-04-30 | $135,853 |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Contributions received from participants | 2014-04-30 | $801,449 |
| Participant contributions at end of year | 2014-04-30 | $37,704 |
| Participant contributions at beginning of year | 2014-04-30 | $37,391 |
| Assets. Other investments not covered elsewhere at end of year | 2014-04-30 | $563,644 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-04-30 | $83,161 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-04-30 | $213,029 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-04-30 | $2,868 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-04-30 | $2,410 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-04-30 | $1,159,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-04-30 | $1,036,000 |
| Other income not declared elsewhere | 2014-04-30 | $-125,000 |
| Administrative expenses (other) incurred | 2014-04-30 | $179,927 |
| Liabilities. Value of operating payables at end of year | 2014-04-30 | $3,190,957 |
| Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $2,792,309 |
| Total non interest bearing cash at end of year | 2014-04-30 | $173,403 |
| Total non interest bearing cash at beginning of year | 2014-04-30 | $85,227 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $310,326 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $5,662,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $5,352,022 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Investment advisory and management fees | 2014-04-30 | $7,218 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $5,602,581 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $5,616,799 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $3,022,256 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $2,753,038 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $2,753,038 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-04-30 | $385 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-04-30 | $6,116,516 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $-82,244 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Contributions received in cash from employer | 2014-04-30 | $5,936,968 |
| Employer contributions (assets) at end of year | 2014-04-30 | $618,018 |
| Employer contributions (assets) at beginning of year | 2014-04-30 | $608,190 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $45,190 |
| Contract administrator fees | 2014-04-30 | $8,886 |
| Liabilities. Value of benefit claims payable at end of year | 2014-04-30 | $9,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-04-30 | $7,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-04-30 | $831 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-04-30 | $1,115 |
| Did the plan have assets held for investment | 2014-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
| Aggregate proceeds on sale of assets | 2014-04-30 | $1,467,059 |
| Aggregate carrying amount (costs) on sale of assets | 2014-04-30 | $1,467,059 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
| Accountancy firm name | 2014-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2014-04-30 | 341322309 |
| 2013 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-04-30 | $73,371 |
| Total unrealized appreciation/depreciation of assets | 2013-04-30 | $73,371 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $3,835,309 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $3,830,433 |
| Total income from all sources (including contributions) | 2013-04-30 | $7,155,134 |
| Total loss/gain on sale of assets | 2013-04-30 | $0 |
| Total of all expenses incurred | 2013-04-30 | $6,697,631 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $6,370,757 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $6,793,092 |
| Value of total assets at end of year | 2013-04-30 | $9,187,331 |
| Value of total assets at beginning of year | 2013-04-30 | $8,724,952 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $326,874 |
| Total interest from all sources | 2013-04-30 | $230 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $127,637 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-04-30 | $127,637 |
| Administrative expenses professional fees incurred | 2013-04-30 | $137,487 |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Contributions received from participants | 2013-04-30 | $744,377 |
| Participant contributions at end of year | 2013-04-30 | $37,391 |
| Participant contributions at beginning of year | 2013-04-30 | $29,796 |
| Assets. Other investments not covered elsewhere at end of year | 2013-04-30 | $83,161 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-04-30 | $462,353 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-04-30 | $251,674 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-04-30 | $2,410 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-04-30 | $2,505 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-04-30 | $1,036,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-04-30 | $1,145,000 |
| Other income not declared elsewhere | 2013-04-30 | $110,000 |
| Administrative expenses (other) incurred | 2013-04-30 | $175,532 |
| Liabilities. Value of operating payables at end of year | 2013-04-30 | $2,792,309 |
| Liabilities. Value of operating payables at beginning of year | 2013-04-30 | $2,677,433 |
| Total non interest bearing cash at end of year | 2013-04-30 | $85,227 |
| Total non interest bearing cash at beginning of year | 2013-04-30 | $126,622 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $457,503 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $5,352,022 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $4,894,519 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Investment advisory and management fees | 2013-04-30 | $6,815 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-04-30 | $5,616,799 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-04-30 | $5,380,182 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $2,753,038 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $2,275,649 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $2,275,649 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-04-30 | $230 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-04-30 | $6,336,656 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-04-30 | $50,804 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Contributions received in cash from employer | 2013-04-30 | $5,797,041 |
| Employer contributions (assets) at end of year | 2013-04-30 | $608,190 |
| Employer contributions (assets) at beginning of year | 2013-04-30 | $446,334 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $34,101 |
| Contract administrator fees | 2013-04-30 | $7,040 |
| Liabilities. Value of benefit claims payable at end of year | 2013-04-30 | $7,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-04-30 | $8,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-04-30 | $1,115 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-04-30 | $1,511 |
| Did the plan have assets held for investment | 2013-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Aggregate proceeds on sale of assets | 2013-04-30 | $461,397 |
| Aggregate carrying amount (costs) on sale of assets | 2013-04-30 | $461,397 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Unqualified |
| Accountancy firm name | 2013-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2013-04-30 | 341322309 |
| 2012 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-04-30 | $76,105 |
| Total unrealized appreciation/depreciation of assets | 2012-04-30 | $76,105 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $3,830,433 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $3,713,835 |
| Total income from all sources (including contributions) | 2012-04-30 | $6,511,640 |
| Total loss/gain on sale of assets | 2012-04-30 | $-9,296 |
| Total of all expenses incurred | 2012-04-30 | $6,233,914 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $5,934,763 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $6,270,970 |
| Value of total assets at end of year | 2012-04-30 | $8,724,952 |
| Value of total assets at beginning of year | 2012-04-30 | $8,330,628 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $299,151 |
| Total interest from all sources | 2012-04-30 | $3,647 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $178,705 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-04-30 | $178,528 |
| Administrative expenses professional fees incurred | 2012-04-30 | $121,756 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Contributions received from participants | 2012-04-30 | $863,890 |
| Participant contributions at end of year | 2012-04-30 | $29,796 |
| Participant contributions at beginning of year | 2012-04-30 | $44,073 |
| Assets. Other investments not covered elsewhere at end of year | 2012-04-30 | $462,353 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-04-30 | $44,179 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-04-30 | $165,889 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-04-30 | $2,505 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-04-30 | $2,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-04-30 | $1,145,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-04-30 | $1,124,000 |
| Other income not declared elsewhere | 2012-04-30 | $-21,000 |
| Administrative expenses (other) incurred | 2012-04-30 | $161,251 |
| Liabilities. Value of operating payables at end of year | 2012-04-30 | $2,677,433 |
| Liabilities. Value of operating payables at beginning of year | 2012-04-30 | $2,581,835 |
| Total non interest bearing cash at end of year | 2012-04-30 | $126,622 |
| Total non interest bearing cash at beginning of year | 2012-04-30 | $238,557 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Value of net income/loss | 2012-04-30 | $277,726 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $4,894,519 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $4,616,793 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Investment advisory and management fees | 2012-04-30 | $6,544 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-04-30 | $5,380,182 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-04-30 | $4,613,040 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $2,275,649 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $3,009,380 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $3,009,380 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-04-30 | $3,647 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-04-30 | $5,895,347 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-04-30 | $12,509 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Contributions received in cash from employer | 2012-04-30 | $5,241,191 |
| Employer contributions (assets) at end of year | 2012-04-30 | $446,334 |
| Employer contributions (assets) at beginning of year | 2012-04-30 | $360,600 |
| Income. Dividends from common stock | 2012-04-30 | $177 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $39,416 |
| Contract administrator fees | 2012-04-30 | $9,600 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-04-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-04-30 | $16,781 |
| Liabilities. Value of benefit claims payable at end of year | 2012-04-30 | $8,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-04-30 | $8,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-04-30 | $1,511 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-04-30 | $1,130 |
| Did the plan have assets held for investment | 2012-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Aggregate proceeds on sale of assets | 2012-04-30 | $1,646,927 |
| Aggregate carrying amount (costs) on sale of assets | 2012-04-30 | $1,656,223 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
| Accountancy firm name | 2012-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2012-04-30 | 341322309 |
| 2011 : PLUMBERS UNION LOCAL 55 HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-04-30 | $-836 |
| Total unrealized appreciation/depreciation of assets | 2011-04-30 | $-836 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $3,713,835 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $3,105,269 |
| Total income from all sources (including contributions) | 2011-04-30 | $5,118,050 |
| Total loss/gain on sale of assets | 2011-04-30 | $0 |
| Total of all expenses incurred | 2011-04-30 | $4,635,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $4,334,011 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $4,737,242 |
| Value of total assets at end of year | 2011-04-30 | $8,330,628 |
| Value of total assets at beginning of year | 2011-04-30 | $7,239,400 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $301,377 |
| Total interest from all sources | 2011-04-30 | $4,592 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $128,984 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-04-30 | $128,905 |
| Administrative expenses professional fees incurred | 2011-04-30 | $106,577 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Contributions received from participants | 2011-04-30 | $783,453 |
| Participant contributions at end of year | 2011-04-30 | $44,073 |
| Participant contributions at beginning of year | 2011-04-30 | $30,930 |
| Assets. Other investments not covered elsewhere at end of year | 2011-04-30 | $44,179 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-04-30 | $369,058 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-04-30 | $155,476 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-04-30 | $2,888 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-04-30 | $4,114 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-04-30 | $1,124,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-04-30 | $1,180,000 |
| Other income not declared elsewhere | 2011-04-30 | $56,000 |
| Administrative expenses (other) incurred | 2011-04-30 | $179,338 |
| Liabilities. Value of operating payables at end of year | 2011-04-30 | $2,581,835 |
| Liabilities. Value of operating payables at beginning of year | 2011-04-30 | $1,917,269 |
| Total non interest bearing cash at end of year | 2011-04-30 | $238,557 |
| Total non interest bearing cash at beginning of year | 2011-04-30 | $50,779 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $482,662 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $4,616,793 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $4,134,131 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Investment advisory and management fees | 2011-04-30 | $6,118 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-04-30 | $4,613,040 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-04-30 | $4,272,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $3,009,380 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $2,151,990 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $2,151,990 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-04-30 | $4,592 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-04-30 | $4,292,501 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-04-30 | $192,068 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Contributions received in cash from employer | 2011-04-30 | $3,798,313 |
| Employer contributions (assets) at end of year | 2011-04-30 | $360,600 |
| Employer contributions (assets) at beginning of year | 2011-04-30 | $337,744 |
| Income. Dividends from common stock | 2011-04-30 | $79 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $41,510 |
| Contract administrator fees | 2011-04-30 | $9,344 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-04-30 | $16,781 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-04-30 | $17,537 |
| Liabilities. Value of benefit claims payable at end of year | 2011-04-30 | $8,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-04-30 | $8,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-04-30 | $1,130 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-04-30 | $4,954 |
| Did the plan have assets held for investment | 2011-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Aggregate proceeds on sale of assets | 2011-04-30 | $171,072 |
| Aggregate carrying amount (costs) on sale of assets | 2011-04-30 | $171,072 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
| Accountancy firm name | 2011-04-30 | CIUNI & PANICHI, INC. |
| Accountancy firm EIN | 2011-04-30 | 341322309 |
