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INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameINDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLAN
Employer identification number (EIN):351983939
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK SWANER MARK A. UNGER2018-07-31
0012016-01-01MARK SWANER MARK A. UNGER2017-07-26
0012015-01-01GREG A. THOENNES MARK A. UNGER2016-07-26
0012014-01-01GREG THOENNES STEPHEN E. BUTWIN2015-08-31
0012013-01-01GREG THOENNES STEPHEN E. BUTWIN2014-07-31
0012012-01-01DONNIE R. RITTER STEPHEN E. BUTWIN2013-07-30
0012011-01-01DONNIE R. RITTER STEPHEN E. BUTWIN2012-10-03
0012010-01-01DONNIE R. RITTER STEPHEN E. BUTWIN2011-10-04
0012009-01-01DONNIE R. RITTER STEVE BUTWIN2010-10-14

Plan Statistics for INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2023: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,319
Total number of active participants reported on line 7a of the Form 55002023-01-011,355
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-011,357
Number of participants with account balances2023-01-011,357
Number of employers contributing to the scheme2023-01-0154
2022: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,241
Total number of active participants reported on line 7a of the Form 55002022-01-011,317
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,319
Number of participants with account balances2022-01-011,319
Number of employers contributing to the scheme2022-01-0157
2021: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,306
Total number of active participants reported on line 7a of the Form 55002021-01-011,239
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,241
Number of participants with account balances2021-01-011,241
Number of employers contributing to the scheme2021-01-0161
2020: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,375
Total number of active participants reported on line 7a of the Form 55002020-01-011,305
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,306
Number of participants with account balances2020-01-011,306
Number of employers contributing to the scheme2020-01-0160
2019: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,315
Total number of active participants reported on line 7a of the Form 55002019-01-011,371
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,375
Number of participants with account balances2019-01-011,375
Number of employers contributing to the scheme2019-01-0147
2018: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,349
Total number of active participants reported on line 7a of the Form 55002018-01-011,314
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,315
Number of participants with account balances2018-01-010
Number of employers contributing to the scheme2018-01-0153
2017: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,417
Total number of active participants reported on line 7a of the Form 55002017-01-011,348
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,349
Number of participants with account balances2017-01-010
Number of employers contributing to the scheme2017-01-0153
2016: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,508
Total number of active participants reported on line 7a of the Form 55002016-01-011,416
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,417
Number of participants with account balances2016-01-010
Number of employers contributing to the scheme2016-01-0146
2015: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,470
Total number of active participants reported on line 7a of the Form 55002015-01-011,506
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,508
Number of participants with account balances2015-01-010
Number of employers contributing to the scheme2015-01-0154
2014: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,550
Total number of active participants reported on line 7a of the Form 55002014-01-011,469
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,470
Number of participants with account balances2014-01-010
Number of employers contributing to the scheme2014-01-0160
2013: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,559
Total number of active participants reported on line 7a of the Form 55002013-01-011,547
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,550
Number of participants with account balances2013-01-010
Number of employers contributing to the scheme2013-01-0154
2012: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,550
Total number of active participants reported on line 7a of the Form 55002012-01-011,557
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,559
Number of participants with account balances2012-01-010
Number of employers contributing to the scheme2012-01-0165
2011: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,530
Total number of active participants reported on line 7a of the Form 55002011-01-011,549
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,550
Number of participants with account balances2011-01-010
Number of employers contributing to the scheme2011-01-0167
2010: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,538
Total number of active participants reported on line 7a of the Form 55002010-01-011,529
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,530
Number of employers contributing to the scheme2010-01-0197
2009: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,528
Total number of active participants reported on line 7a of the Form 55002009-01-011,538
Total of all active and inactive participants2009-01-011,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,538
Number of participants with account balances2009-01-011,538
Number of employers contributing to the scheme2009-01-01107

Financial Data on INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2023 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$9,927,681
Total unrealized appreciation/depreciation of assets2023-12-31$9,927,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$12,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$10,824
Total income from all sources (including contributions)2023-12-31$17,878,174
Total of all expenses incurred2023-12-31$3,606,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,348,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,689,635
Value of total assets at end of year2023-12-31$80,552,937
Value of total assets at beginning of year2023-12-31$66,280,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$258,261
Total interest from all sources2023-12-31$47,345
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,231,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,231,034
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,003,926
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,198,528
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,406,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$6,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$9,317
Other income not declared elsewhere2023-12-31$90,186
Administrative expenses (other) incurred2023-12-31$59,759
Liabilities. Value of operating payables at end of year2023-12-31$12,011
Liabilities. Value of operating payables at beginning of year2023-12-31$10,824
Total non interest bearing cash at end of year2023-12-31$1,797
Total non interest bearing cash at beginning of year2023-12-31$1,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$14,271,434
Value of net assets at end of year (total assets less liabilities)2023-12-31$80,540,926
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$66,269,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$45,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$77,845,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$63,379,329
Income. Interest from corporate debt instruments2023-12-31$47,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$22,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-107,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,685,709
Employer contributions (assets) at end of year2023-12-31$477,890
Employer contributions (assets) at beginning of year2023-12-31$483,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,348,479
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2023-12-31205520612
2022 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-16,336,045
Total unrealized appreciation/depreciation of assets2022-12-31$-16,336,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$198,497
Total income from all sources (including contributions)2022-12-31$-10,523,143
Total of all expenses incurred2022-12-31$4,730,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,609,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,279,496
Value of total assets at end of year2022-12-31$66,280,316
Value of total assets at beginning of year2022-12-31$81,721,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$120,983
Total interest from all sources2022-12-31$49,485
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,287,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,287,427
Administrative expenses professional fees incurred2022-12-31$40,020
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,037,729
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,406,453
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,857,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$9,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,919
Other income not declared elsewhere2022-12-31$319,397
Administrative expenses (other) incurred2022-12-31$54,079
Liabilities. Value of operating payables at end of year2022-12-31$10,824
Liabilities. Value of operating payables at beginning of year2022-12-31$54,421
Total non interest bearing cash at end of year2022-12-31$1,285
Total non interest bearing cash at beginning of year2022-12-31$989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,253,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,269,492
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$81,523,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,379,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,330,670
Income. Interest from corporate debt instruments2022-12-31$49,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$144,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$144,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,122,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,241,767
Employer contributions (assets) at end of year2022-12-31$483,643
Employer contributions (assets) at beginning of year2022-12-31$384,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,609,668
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$144,076
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2022-12-31205520612
2021 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,176,052
Total unrealized appreciation/depreciation of assets2021-12-31$2,176,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$198,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,959
Total income from all sources (including contributions)2021-12-31$14,674,286
Total of all expenses incurred2021-12-31$4,183,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,079,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,083,138
Value of total assets at end of year2021-12-31$81,721,783
Value of total assets at beginning of year2021-12-31$71,036,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$103,538
Total interest from all sources2021-12-31$59,240
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,748,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,748,907
Administrative expenses professional fees incurred2021-12-31$36,057
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$923,681
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,857,174
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,056,155
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,602
Other income not declared elsewhere2021-12-31$177,976
Administrative expenses (other) incurred2021-12-31$47,481
Liabilities. Value of operating payables at end of year2021-12-31$54,421
Liabilities. Value of operating payables at beginning of year2021-12-31$3,959
Total non interest bearing cash at end of year2021-12-31$989
Total non interest bearing cash at beginning of year2021-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,491,168
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,523,286
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$71,032,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$78,330,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$67,351,099
Income. Interest from corporate debt instruments2021-12-31$59,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$144,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$130,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$130,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,428,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,159,457
Employer contributions (assets) at end of year2021-12-31$384,526
Employer contributions (assets) at beginning of year2021-12-31$494,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,079,580
Liabilities. Value of benefit claims payable at end of year2021-12-31$144,076
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2021-12-31205520612
2020 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$10,726,164
Total unrealized appreciation/depreciation of assets2020-12-31$10,726,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,666
Total income from all sources (including contributions)2020-12-31$14,621,103
Total of all expenses incurred2020-12-31$3,507,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,406,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,815,699
Value of total assets at end of year2020-12-31$71,036,077
Value of total assets at beginning of year2020-12-31$59,922,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,552
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,951,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,951,033
Administrative expenses professional fees incurred2020-12-31$33,214
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$594,888
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,056,155
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,448,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,480
Other income not declared elsewhere2020-12-31$156,988
Administrative expenses (other) incurred2020-12-31$48,338
Liabilities. Value of operating payables at end of year2020-12-31$3,959
Liabilities. Value of operating payables at beginning of year2020-12-31$3,666
Total non interest bearing cash at end of year2020-12-31$21
Total non interest bearing cash at beginning of year2020-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,113,366
Value of net assets at end of year (total assets less liabilities)2020-12-31$71,032,118
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,918,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$67,351,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,980,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$130,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-3,028,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,220,811
Employer contributions (assets) at end of year2020-12-31$494,470
Employer contributions (assets) at beginning of year2020-12-31$489,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,406,185
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2020-12-31205520612
2019 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,456,483
Total unrealized appreciation/depreciation of assets2019-12-31$5,456,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,952
Total income from all sources (including contributions)2019-12-31$14,801,879
Total of all expenses incurred2019-12-31$3,424,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,308,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,837,836
Value of total assets at end of year2019-12-31$59,922,418
Value of total assets at beginning of year2019-12-31$48,550,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116,047
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,244,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,244,715
Administrative expenses professional fees incurred2019-12-31$42,860
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$458,816
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,448,345
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,804,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,379
Other income not declared elsewhere2019-12-31$116,020
Administrative expenses (other) incurred2019-12-31$53,187
Liabilities. Value of operating payables at end of year2019-12-31$3,666
Liabilities. Value of operating payables at beginning of year2019-12-31$8,952
Total non interest bearing cash at end of year2019-12-31$47
Total non interest bearing cash at beginning of year2019-12-31$36,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,377,664
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,918,752
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,541,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,980,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,204,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,146,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,379,020
Employer contributions (assets) at end of year2019-12-31$489,594
Employer contributions (assets) at beginning of year2019-12-31$490,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,308,168
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2019-12-31205520612
2018 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,280,572
Total unrealized appreciation/depreciation of assets2018-12-31$-5,280,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,019
Total income from all sources (including contributions)2018-12-31$-16,504
Total of all expenses incurred2018-12-31$2,824,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,721,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,222,811
Value of total assets at end of year2018-12-31$48,550,040
Value of total assets at beginning of year2018-12-31$51,388,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$103,196
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,099,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,099,059
Administrative expenses professional fees incurred2018-12-31$32,039
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$857,362
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,804,746
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,293,037
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$107,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,872
Other income not declared elsewhere2018-12-31$128,624
Administrative expenses (other) incurred2018-12-31$51,157
Liabilities. Value of operating payables at end of year2018-12-31$8,952
Liabilities. Value of operating payables at beginning of year2018-12-31$6,019
Total non interest bearing cash at end of year2018-12-31$36,485
Total non interest bearing cash at beginning of year2018-12-31$530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,841,253
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,541,088
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,382,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,204,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,824,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,186,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,258,120
Employer contributions (assets) at end of year2018-12-31$490,441
Employer contributions (assets) at beginning of year2018-12-31$267,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,721,553
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2018-12-31205520612
2017 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,774,184
Total unrealized appreciation/depreciation of assets2017-12-31$4,774,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,247
Total income from all sources (including contributions)2017-12-31$10,785,710
Total of all expenses incurred2017-12-31$3,636,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,534,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,713,155
Value of total assets at end of year2017-12-31$51,388,360
Value of total assets at beginning of year2017-12-31$44,238,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,538
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,600,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,600,410
Administrative expenses professional fees incurred2017-12-31$35,151
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$805,351
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,293,037
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,890,011
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,596
Other income not declared elsewhere2017-12-31$109,389
Administrative expenses (other) incurred2017-12-31$46,387
Liabilities. Value of operating payables at end of year2017-12-31$6,019
Liabilities. Value of operating payables at beginning of year2017-12-31$5,247
Total non interest bearing cash at end of year2017-12-31$530
Total non interest bearing cash at beginning of year2017-12-31$510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,149,549
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,382,341
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,232,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,824,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,047,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$15
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$588,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,877,288
Employer contributions (assets) at end of year2017-12-31$267,738
Employer contributions (assets) at beginning of year2017-12-31$296,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,534,623
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$175
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2017-12-31205520612
2016 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-587,901
Total unrealized appreciation/depreciation of assets2016-12-31$-587,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,663
Total income from all sources (including contributions)2016-12-31$5,136,286
Total of all expenses incurred2016-12-31$4,188,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,085,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,508,040
Value of total assets at end of year2016-12-31$44,238,039
Value of total assets at beginning of year2016-12-31$43,293,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,888
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,392,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,392,089
Administrative expenses professional fees incurred2016-12-31$40,020
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$781,413
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,890,011
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,362,381
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,801
Other income not declared elsewhere2016-12-31$98,305
Administrative expenses (other) incurred2016-12-31$42,868
Liabilities. Value of operating payables at end of year2016-12-31$5,247
Liabilities. Value of operating payables at beginning of year2016-12-31$8,663
Total non interest bearing cash at end of year2016-12-31$510
Total non interest bearing cash at beginning of year2016-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$947,891
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,232,792
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,284,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,047,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,687,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,725,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,723,170
Employer contributions (assets) at end of year2016-12-31$296,177
Employer contributions (assets) at beginning of year2016-12-31$237,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,085,507
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$175
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$528
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2016-12-31205520612
2015 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,142,782
Total unrealized appreciation/depreciation of assets2015-12-31$-2,142,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,219
Total income from all sources (including contributions)2015-12-31$2,221,317
Total of all expenses incurred2015-12-31$1,866,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,760,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,465,782
Value of total assets at end of year2015-12-31$43,293,564
Value of total assets at beginning of year2015-12-31$42,934,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$105,625
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,898,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,898,615
Administrative expenses professional fees incurred2015-12-31$40,262
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$784,987
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,362,381
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,240,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,416
Other income not declared elsewhere2015-12-31$102,499
Administrative expenses (other) incurred2015-12-31$45,277
Liabilities. Value of operating payables at end of year2015-12-31$8,663
Liabilities. Value of operating payables at beginning of year2015-12-31$5,219
Total non interest bearing cash at end of year2015-12-31$1,200
Total non interest bearing cash at beginning of year2015-12-31$193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$355,297
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,284,901
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,929,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,687,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,478,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-102,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,680,795
Employer contributions (assets) at end of year2015-12-31$237,433
Employer contributions (assets) at beginning of year2015-12-31$209,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,760,395
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$528
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$881
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2015-12-31205520612
2014 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-120,748
Total unrealized appreciation/depreciation of assets2014-12-31$-120,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,449
Total income from all sources (including contributions)2014-12-31$4,870,274
Total of all expenses incurred2014-12-31$2,512,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,389,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,221,314
Value of total assets at end of year2014-12-31$42,934,823
Value of total assets at beginning of year2014-12-31$40,592,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$122,734
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,324,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,324,086
Administrative expenses professional fees incurred2014-12-31$42,677
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$528,211
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$41,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,152
Other income not declared elsewhere2014-12-31$91,926
Administrative expenses (other) incurred2014-12-31$60,057
Liabilities. Value of operating payables at end of year2014-12-31$5,219
Liabilities. Value of operating payables at beginning of year2014-12-31$5,258
Total non interest bearing cash at end of year2014-12-31$193
Total non interest bearing cash at beginning of year2014-12-31$11,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,357,848
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,929,604
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,571,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,722,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,454,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$353,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,652,064
Employer contributions (assets) at end of year2014-12-31$209,769
Employer contributions (assets) at beginning of year2014-12-31$122,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,389,692
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$15,191
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$881
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,234
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2014-12-31205520612
2013 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,947,734
Total unrealized appreciation/depreciation of assets2013-12-31$3,947,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,723
Total income from all sources (including contributions)2013-12-31$9,200,120
Total of all expenses incurred2013-12-31$1,843,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,730,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,026,051
Value of total assets at end of year2013-12-31$40,592,205
Value of total assets at beginning of year2013-12-31$33,221,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$113,390
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,951,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,951,458
Administrative expenses professional fees incurred2013-12-31$34,279
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$458,287
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,723
Administrative expenses (other) incurred2013-12-31$59,081
Total non interest bearing cash at end of year2013-12-31$11,736
Total non interest bearing cash at beginning of year2013-12-31$2,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,356,370
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,571,756
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,215,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,454,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,048,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$274,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,565,987
Employer contributions (assets) at end of year2013-12-31$122,499
Employer contributions (assets) at beginning of year2013-12-31$166,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,730,360
Liabilities. Value of benefit claims payable at end of year2013-12-31$15,191
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,234
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,887
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2013-12-31205520612
2012 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,623,551
Total unrealized appreciation/depreciation of assets2012-12-31$2,623,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,770
Total income from all sources (including contributions)2012-12-31$6,404,346
Total of all expenses incurred2012-12-31$1,559,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,441,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,896,805
Value of total assets at end of year2012-12-31$33,221,109
Value of total assets at beginning of year2012-12-31$28,391,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$118,536
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$631,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$631,316
Administrative expenses professional fees incurred2012-12-31$43,317
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$550,768
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$20,770
Administrative expenses (other) incurred2012-12-31$55,219
Total non interest bearing cash at end of year2012-12-31$2,388
Total non interest bearing cash at beginning of year2012-12-31$11,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,844,744
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,215,386
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,370,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,048,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,138,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$252,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,338,508
Employer contributions (assets) at end of year2012-12-31$166,179
Employer contributions (assets) at beginning of year2012-12-31$237,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,441,066
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,887
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,558
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2012-12-31205520612
2011 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,194,363
Total unrealized appreciation/depreciation of assets2011-12-31$-1,194,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150,797
Total income from all sources (including contributions)2011-12-31$2,312,411
Total of all expenses incurred2011-12-31$749,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$642,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,976,532
Value of total assets at end of year2011-12-31$28,391,412
Value of total assets at beginning of year2011-12-31$26,958,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$106,480
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$800,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$800,986
Administrative expenses professional fees incurred2011-12-31$33,686
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$702,297
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$20,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$150,797
Other income not declared elsewhere2011-12-31$700
Administrative expenses (other) incurred2011-12-31$54,444
Total non interest bearing cash at end of year2011-12-31$11,466
Total non interest bearing cash at beginning of year2011-12-31$8,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,562,983
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,370,642
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,807,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,138,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,565,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-271,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,258,274
Employer contributions (assets) at end of year2011-12-31$237,487
Employer contributions (assets) at beginning of year2011-12-31$379,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$642,948
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,558
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,242
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2011-12-31205520612
2010 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,622,129
Total unrealized appreciation/depreciation of assets2010-12-31$2,622,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$150,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,004
Total income from all sources (including contributions)2010-12-31$6,039,644
Total of all expenses incurred2010-12-31$811,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$689,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,858,846
Value of total assets at end of year2010-12-31$26,958,456
Value of total assets at beginning of year2010-12-31$21,580,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$121,771
Total interest from all sources2010-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$507,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$507,690
Administrative expenses professional fees incurred2010-12-31$52,419
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$560,875
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$150,797
Other income not declared elsewhere2010-12-31$4,000
Administrative expenses (other) incurred2010-12-31$52,652
Total non interest bearing cash at end of year2010-12-31$8,862
Total non interest bearing cash at beginning of year2010-12-31$5,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,228,227
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,807,659
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,579,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,565,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,482,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$46,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,292,922
Employer contributions (assets) at end of year2010-12-31$379,798
Employer contributions (assets) at beginning of year2010-12-31$89,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$689,646
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,004
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,242
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,301
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2010-12-31205520621
2009 : INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN

2023: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67861
Policy instance 1
Insurance contract or identification number67861
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67861
Policy instance 1
Insurance contract or identification number67861
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,305
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67861
Policy instance 1
Insurance contract or identification number67861
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,865
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67861
Policy instance 1
Insurance contract or identification number67861
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,420
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67861
Policy instance 1
Insurance contract or identification number67861
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,085
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68151
Policy instance 1
Insurance contract or identification number68151
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,630
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68151
Policy instance 1
Insurance contract or identification number68151
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,307
Insurance broker organization code?3
Insurance broker nameMCCREADY AND KEANE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number68151
Policy instance 1
Insurance contract or identification number68151
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,582
Insurance broker organization code?3
Insurance broker nameMCCREADY AND KEANE

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