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PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 401k Plan overview

Plan NamePLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST
Plan identification number 501

PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

PLUMBERS & STEAMFITTERS LOCAL UNION NO.33 HEALTH & WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS & STEAMFITTERS LOCAL UNION NO.33 HEALTH & WELFARE TRUST
Employer identification number (EIN):420930021
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ANDY ROBERTS CURT BAKER2018-09-25
5012016-01-01ANDY ROBERTS CURT BAKER2017-09-13
5012015-01-01ANDY ROBERTS CURT BAKER2016-07-26
5012014-01-01ANDY ROBERTS CURT BAKER2015-10-07
5012013-01-01ANDY ROBERTS JON PERRONE2014-07-21
5012012-01-01ANDY ROBERTS MONTY JOHNSON2013-08-08
5012011-01-01ANDY ROBERTS MONTY JOHNSON2012-07-23
5012010-01-01ANDY ROBERTS MONTY JOHNSON2011-10-05
5012009-01-01ANDY ROBERTS MONTY JOHNSON2010-10-06
5012009-01-01ANDY ROBERTS MONTY JOHNSON2011-01-24

Plan Statistics for PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST

401k plan membership statisitcs for PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST

Measure Date Value
2022: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,520
Total number of active participants reported on line 7a of the Form 55002022-01-011,285
Number of retired or separated participants receiving benefits2022-01-01303
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,588
Number of employers contributing to the scheme2022-01-0179
2021: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,458
Total number of active participants reported on line 7a of the Form 55002021-01-011,226
Number of retired or separated participants receiving benefits2021-01-01294
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,520
Number of employers contributing to the scheme2021-01-0169
2020: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,564
Total number of active participants reported on line 7a of the Form 55002020-01-011,179
Number of retired or separated participants receiving benefits2020-01-01279
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,458
Number of employers contributing to the scheme2020-01-0170
2019: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,567
Total number of active participants reported on line 7a of the Form 55002019-01-011,277
Number of retired or separated participants receiving benefits2019-01-01287
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,564
Number of employers contributing to the scheme2019-01-0178
2018: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,485
Total number of active participants reported on line 7a of the Form 55002018-01-011,276
Number of retired or separated participants receiving benefits2018-01-01291
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,567
Number of employers contributing to the scheme2018-01-0172
2017: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,449
Total number of active participants reported on line 7a of the Form 55002017-01-011,202
Number of retired or separated participants receiving benefits2017-01-01283
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,485
Number of employers contributing to the scheme2017-01-0172
2016: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,064
Total number of active participants reported on line 7a of the Form 55002016-01-011,168
Number of retired or separated participants receiving benefits2016-01-01281
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,449
Number of employers contributing to the scheme2016-01-0171
2015: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01983
Total number of active participants reported on line 7a of the Form 55002015-01-011,064
Number of retired or separated participants receiving benefits2015-01-01280
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,344
Number of employers contributing to the scheme2015-01-0165
2014: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01941
Total number of active participants reported on line 7a of the Form 55002014-01-01983
Number of retired or separated participants receiving benefits2014-01-01292
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,275
Number of employers contributing to the scheme2014-01-0180
2013: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01850
Total number of active participants reported on line 7a of the Form 55002013-01-01941
Number of retired or separated participants receiving benefits2013-01-01301
Total of all active and inactive participants2013-01-011,242
Number of employers contributing to the scheme2013-01-0191
2012: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01933
Total number of active participants reported on line 7a of the Form 55002012-01-01850
Number of retired or separated participants receiving benefits2012-01-01307
Total of all active and inactive participants2012-01-011,157
Number of employers contributing to the scheme2012-01-0161
2011: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01896
Total number of active participants reported on line 7a of the Form 55002011-01-01933
Number of retired or separated participants receiving benefits2011-01-01303
Total of all active and inactive participants2011-01-011,236
Number of employers contributing to the scheme2011-01-0168
2010: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011,004
Total number of active participants reported on line 7a of the Form 55002010-01-01896
Number of retired or separated participants receiving benefits2010-01-01311
Total of all active and inactive participants2010-01-011,207
Number of employers contributing to the scheme2010-01-0188
2009: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,090
Total number of active participants reported on line 7a of the Form 55002009-01-011,004
Number of retired or separated participants receiving benefits2009-01-01308
Total of all active and inactive participants2009-01-011,312
Number of employers contributing to the scheme2009-01-0171

Financial Data on PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST

Measure Date Value
2022 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-925,749
Total unrealized appreciation/depreciation of assets2022-12-31$-925,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,085,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$32,692,949
Total income from all sources (including contributions)2022-12-31$13,644,146
Total of all expenses incurred2022-12-31$18,151,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,072,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,681,030
Value of total assets at end of year2022-12-31$73,779,183
Value of total assets at beginning of year2022-12-31$75,894,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,079,306
Total interest from all sources2022-12-31$90,686
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,305,652
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$1,305,652
Administrative expenses professional fees incurred2022-12-31$93,053
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
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$1,378,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$468,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$841,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$33,094,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$30,538,844
Other income not declared elsewhere2022-12-31$212,193
Administrative expenses (other) incurred2022-12-31$877,510
Liabilities. Value of operating payables at end of year2022-12-31$122,195
Liabilities. Value of operating payables at beginning of year2022-12-31$139,113
Total non interest bearing cash at end of year2022-12-31$398,301
Total non interest bearing cash at beginning of year2022-12-31$206,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,507,848
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,693,581
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,201,429
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
Assets. partnership/joint venture interests at end of year2022-12-31$3,829,897
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,755,646
Investment advisory and management fees2022-12-31$108,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,020,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,461,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,386,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,095,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,095,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$90,686
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$29,606,570
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$30,669,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,217,912
Net gain/loss from 103.12 investment entities2022-12-31$-4,501,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$20,302,716
Employer contributions (assets) at end of year2022-12-31$1,906,096
Employer contributions (assets) at beginning of year2022-12-31$1,693,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,072,688
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,868,726
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,014,992
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$163,597
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$171,084
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 name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$386,847
Total unrealized appreciation/depreciation of assets2021-12-31$386,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$32,692,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,856,531
Total income from all sources (including contributions)2021-12-31$23,548,086
Total loss/gain on sale of assets2021-12-31$-1,243
Total of all expenses incurred2021-12-31$18,544,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,534,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,828,170
Value of total assets at end of year2021-12-31$75,894,378
Value of total assets at beginning of year2021-12-31$68,054,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,010,050
Total interest from all sources2021-12-31$2,235
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,734,591
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$1,734,591
Administrative expenses professional fees incurred2021-12-31$147,061
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
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$1,403,622
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$841,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$128,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$30,538,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$27,955,475
Other income not declared elsewhere2021-12-31$248,275
Administrative expenses (other) incurred2021-12-31$748,233
Liabilities. Value of operating payables at end of year2021-12-31$139,113
Liabilities. Value of operating payables at beginning of year2021-12-31$123,532
Total non interest bearing cash at end of year2021-12-31$206,853
Total non interest bearing cash at beginning of year2021-12-31$213,763
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$5,003,445
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,201,429
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,197,984
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
Assets. partnership/joint venture interests at end of year2021-12-31$4,755,646
Assets. partnership/joint venture interests at beginning of year2021-12-31$4,368,799
Investment advisory and management fees2021-12-31$114,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,461,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,178,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,095,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,517,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,517,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,235
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$30,669,324
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$26,920,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-661,847
Net gain/loss from 103.12 investment entities2021-12-31$2,011,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$18,424,548
Employer contributions (assets) at end of year2021-12-31$1,693,021
Employer contributions (assets) at beginning of year2021-12-31$1,552,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,534,591
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,014,992
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,777,524
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$171,084
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$174,189
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,625
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,868
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2021-12-31470836395
2020 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$650,428
Total unrealized appreciation/depreciation of assets2020-12-31$650,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,856,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,716,037
Total income from all sources (including contributions)2020-12-31$25,632,897
Total loss/gain on sale of assets2020-12-31$-373,422
Total of all expenses incurred2020-12-31$15,777,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,883,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,713,052
Value of total assets at end of year2020-12-31$68,054,515
Value of total assets at beginning of year2020-12-31$57,058,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$894,348
Total interest from all sources2020-12-31$19,743
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,119,887
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$1,119,887
Administrative expenses professional fees incurred2020-12-31$112,156
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
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$1,425,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$128,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$71,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$27,955,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$26,132,603
Other income not declared elsewhere2020-12-31$208,101
Administrative expenses (other) incurred2020-12-31$676,370
Liabilities. Value of operating payables at end of year2020-12-31$123,532
Liabilities. Value of operating payables at beginning of year2020-12-31$147,439
Total non interest bearing cash at end of year2020-12-31$213,763
Total non interest bearing cash at beginning of year2020-12-31$534,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,855,342
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,197,984
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,342,642
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
Assets. partnership/joint venture interests at end of year2020-12-31$4,368,799
Assets. partnership/joint venture interests at beginning of year2020-12-31$3,718,372
Investment advisory and management fees2020-12-31$105,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,178,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,678,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,517,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,962,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,962,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19,743
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$26,920,904
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$22,351,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,167,671
Net gain/loss from 103.12 investment entities2020-12-31$3,127,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$18,287,529
Employer contributions (assets) at end of year2020-12-31$1,552,625
Employer contributions (assets) at beginning of year2020-12-31$1,626,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,883,207
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,777,524
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,435,995
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$174,189
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$115,247
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,033,893
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,407,315
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2020-12-31470836395
2019 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$697,103
Total unrealized appreciation/depreciation of assets2019-12-31$697,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,716,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,110,785
Total income from all sources (including contributions)2019-12-31$26,326,797
Total loss/gain on sale of assets2019-12-31$929,495
Total of all expenses incurred2019-12-31$16,729,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,794,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,407,022
Value of total assets at end of year2019-12-31$57,058,679
Value of total assets at beginning of year2019-12-31$44,856,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$934,901
Total interest from all sources2019-12-31$84,965
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$651,557
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$651,557
Administrative expenses professional fees incurred2019-12-31$320,732
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
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$1,415,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$71,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$116,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$26,132,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$24,220,898
Other income not declared elsewhere2019-12-31$177,769
Administrative expenses (other) incurred2019-12-31$614,169
Liabilities. Value of operating payables at end of year2019-12-31$147,439
Liabilities. Value of operating payables at beginning of year2019-12-31$168,989
Total non interest bearing cash at end of year2019-12-31$534,081
Total non interest bearing cash at beginning of year2019-12-31$708,214
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$9,597,121
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,342,642
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,745,521
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
Assets. partnership/joint venture interests at end of year2019-12-31$3,718,372
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,121,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,678,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,265,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,962,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,933,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,933,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$84,965
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$22,351,352
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$18,001,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,409,681
Net gain/loss from 103.12 investment entities2019-12-31$1,969,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,991,563
Employer contributions (assets) at end of year2019-12-31$1,626,823
Employer contributions (assets) at beginning of year2019-12-31$1,588,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,794,775
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,435,995
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,720,898
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$115,247
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$120,534
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,265,688
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,336,193
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2019-12-31470836395
2018 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-393,050
Total unrealized appreciation/depreciation of assets2018-12-31$-393,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,110,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,429,747
Total income from all sources (including contributions)2018-12-31$18,664,752
Total loss/gain on sale of assets2018-12-31$-157,434
Total of all expenses incurred2018-12-31$15,623,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,737,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,645,356
Value of total assets at end of year2018-12-31$44,856,306
Value of total assets at beginning of year2018-12-31$39,134,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$886,450
Total interest from all sources2018-12-31$164,246
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$444,708
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$444,677
Administrative expenses professional fees incurred2018-12-31$294,109
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
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$1,427,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$116,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$79,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$24,220,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,945,042
Other income not declared elsewhere2018-12-31$134,016
Administrative expenses (other) incurred2018-12-31$592,341
Liabilities. Value of operating payables at end of year2018-12-31$168,989
Liabilities. Value of operating payables at beginning of year2018-12-31$113,572
Total non interest bearing cash at end of year2018-12-31$708,214
Total non interest bearing cash at beginning of year2018-12-31$806,100
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$3,041,124
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,745,521
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,704,397
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
Assets. partnership/joint venture interests at end of year2018-12-31$2,121,268
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,964,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,265,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,230,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,933,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,369,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,369,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$164,246
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$18,001,744
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$16,095,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-717,977
Net gain/loss from 103.12 investment entities2018-12-31$-455,113
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,217,648
Employer contributions (assets) at end of year2018-12-31$1,588,501
Employer contributions (assets) at beginning of year2018-12-31$1,497,120
Income. Dividends from common stock2018-12-31$31
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,737,178
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,720,898
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,371,133
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$120,534
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$91,966
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,000,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,157,434
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2018-12-31470836395
2017 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,177,273
Total unrealized appreciation/depreciation of assets2017-12-31$-1,177,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,429,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,746,296
Total income from all sources (including contributions)2017-12-31$19,981,797
Total loss/gain on sale of assets2017-12-31$1,583,939
Total of all expenses incurred2017-12-31$14,489,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,525,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,373,981
Value of total assets at end of year2017-12-31$39,134,144
Value of total assets at beginning of year2017-12-31$31,958,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$963,689
Total interest from all sources2017-12-31$404,727
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$311,765
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$248,441
Administrative expenses professional fees incurred2017-12-31$374,437
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
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$1,385,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$79,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$185,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,945,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,319,093
Other income not declared elsewhere2017-12-31$122,212
Administrative expenses (other) incurred2017-12-31$589,252
Liabilities. Value of operating payables at end of year2017-12-31$113,572
Liabilities. Value of operating payables at beginning of year2017-12-31$338,648
Total non interest bearing cash at end of year2017-12-31$806,100
Total non interest bearing cash at beginning of year2017-12-31$531,373
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$5,492,138
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,704,397
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,212,259
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
Assets. partnership/joint venture interests at end of year2017-12-31$1,964,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,230,667
Income. Interest from US Government securities2017-12-31$34,171
Income. Interest from corporate debt instruments2017-12-31$263,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,369,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,046,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,046,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$106,797
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$16,095,286
Asset value of US Government securities at beginning of year2017-12-31$2,548,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-30,094
Net gain/loss from 103.12 investment entities2017-12-31$392,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$16,988,002
Employer contributions (assets) at end of year2017-12-31$1,497,120
Employer contributions (assets) at beginning of year2017-12-31$1,571,801
Income. Dividends from common stock2017-12-31$63,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,525,970
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$10,329,167
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,526,836
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,371,133
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,088,555
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$91,966
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$219,102
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$27,275,131
Aggregate carrying amount (costs) on sale of assets2017-12-31$25,691,192
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 name2017-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2017-12-31470836395
2016 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$100,187
Total unrealized appreciation/depreciation of assets2016-12-31$100,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,746,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,965,488
Total income from all sources (including contributions)2016-12-31$19,095,402
Total loss/gain on sale of assets2016-12-31$162,598
Total of all expenses incurred2016-12-31$11,982,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,100,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,242,940
Value of total assets at end of year2016-12-31$31,958,555
Value of total assets at beginning of year2016-12-31$24,065,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$882,243
Total interest from all sources2016-12-31$366,064
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$123,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$296,952
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
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$1,448,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$185,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$383,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,319,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19,567,046
Other income not declared elsewhere2016-12-31$100,045
Administrative expenses (other) incurred2016-12-31$585,291
Liabilities. Value of operating payables at end of year2016-12-31$338,648
Liabilities. Value of operating payables at beginning of year2016-12-31$91,763
Total non interest bearing cash at end of year2016-12-31$531,373
Total non interest bearing cash at beginning of year2016-12-31$312,292
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$7,112,504
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,212,259
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,099,755
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
Income. Interest from US Government securities2016-12-31$42,877
Income. Interest from corporate debt instruments2016-12-31$241,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,046,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,211,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,211,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$82,085
Asset value of US Government securities at end of year2016-12-31$2,548,273
Asset value of US Government securities at beginning of year2016-12-31$3,521,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$16,794,387
Employer contributions (assets) at end of year2016-12-31$1,571,801
Employer contributions (assets) at beginning of year2016-12-31$1,379,302
Income. Dividends from common stock2016-12-31$123,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,100,655
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$10,329,167
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$6,227,622
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,526,836
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,785,277
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,088,555
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,306,679
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$219,102
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$243,954
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
Aggregate proceeds on sale of assets2016-12-31$6,846,069
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,683,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2016-12-31470836395
2015 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-344,449
Total unrealized appreciation/depreciation of assets2015-12-31$-344,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,965,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,679,848
Total income from all sources (including contributions)2015-12-31$17,031,992
Total loss/gain on sale of assets2015-12-31$75,841
Total of all expenses incurred2015-12-31$13,541,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,669,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,844,807
Value of total assets at end of year2015-12-31$24,065,243
Value of total assets at beginning of year2015-12-31$18,289,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$872,156
Total interest from all sources2015-12-31$264,927
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$93,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$305,468
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
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$1,464,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$383,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$91,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19,567,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$17,282,905
Other income not declared elsewhere2015-12-31$96,868
Administrative expenses (other) incurred2015-12-31$566,688
Liabilities. Value of operating payables at end of year2015-12-31$91,763
Liabilities. Value of operating payables at beginning of year2015-12-31$249,343
Total non interest bearing cash at end of year2015-12-31$312,292
Total non interest bearing cash at beginning of year2015-12-31$580,252
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$3,490,369
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,099,755
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-390,614
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
Income. Interest from US Government securities2015-12-31$41,285
Income. Interest from corporate debt instruments2015-12-31$166,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,211,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,017,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,017,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$56,928
Asset value of US Government securities at end of year2015-12-31$3,521,168
Asset value of US Government securities at beginning of year2015-12-31$1,793,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$15,380,711
Employer contributions (assets) at end of year2015-12-31$1,379,302
Employer contributions (assets) at beginning of year2015-12-31$1,182,642
Income. Dividends from common stock2015-12-31$93,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,669,467
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$6,227,622
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,167,837
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,785,277
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,250,762
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,306,679
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,147,600
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$243,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$204,884
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
Aggregate proceeds on sale of assets2015-12-31$4,730,540
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,654,699
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 name2015-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2015-12-31470836395
2014 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$183,795
Total unrealized appreciation/depreciation of assets2014-12-31$183,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,679,848
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,354,148
Total income from all sources (including contributions)2014-12-31$16,105,642
Total loss/gain on sale of assets2014-12-31$103,973
Total of all expenses incurred2014-12-31$13,465,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,617,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,415,493
Value of total assets at end of year2014-12-31$18,289,234
Value of total assets at beginning of year2014-12-31$15,323,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$848,604
Total interest from all sources2014-12-31$219,567
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$269,275
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$1,394,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$91,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$73,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$17,282,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$16,110,147
Other income not declared elsewhere2014-12-31$104,466
Administrative expenses (other) incurred2014-12-31$579,329
Liabilities. Value of operating payables at end of year2014-12-31$249,343
Liabilities. Value of operating payables at beginning of year2014-12-31$236,401
Total non interest bearing cash at end of year2014-12-31$580,252
Total non interest bearing cash at beginning of year2014-12-31$338,749
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$2,639,699
Value of net assets at end of year (total assets less liabilities)2014-12-31$-390,614
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-3,030,313
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
Income. Interest from US Government securities2014-12-31$29,320
Income. Interest from corporate debt instruments2014-12-31$155,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,017,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,931,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,931,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$35,211
Asset value of US Government securities at end of year2014-12-31$1,793,930
Asset value of US Government securities at beginning of year2014-12-31$1,093,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$14,020,994
Employer contributions (assets) at end of year2014-12-31$1,182,642
Employer contributions (assets) at beginning of year2014-12-31$1,099,022
Income. Dividends from common stock2014-12-31$78,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,617,339
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,167,837
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,791,769
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,250,762
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,977,828
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,147,600
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,007,600
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$204,884
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$17,948
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
Aggregate proceeds on sale of assets2014-12-31$2,628,750
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,524,777
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 name2014-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2014-12-31470836395
2013 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$381,155
Total unrealized appreciation/depreciation of assets2013-12-31$381,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,354,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,046,236
Total income from all sources (including contributions)2013-12-31$14,836,197
Total loss/gain on sale of assets2013-12-31$68,493
Total of all expenses incurred2013-12-31$13,740,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,029,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,019,604
Value of total assets at end of year2013-12-31$15,323,835
Value of total assets at beginning of year2013-12-31$11,920,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$711,421
Total interest from all sources2013-12-31$186,986
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$215,298
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$1,430,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$73,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$137,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$16,110,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,652,221
Other income not declared elsewhere2013-12-31$113,058
Administrative expenses (other) incurred2013-12-31$496,123
Liabilities. Value of operating payables at end of year2013-12-31$236,401
Liabilities. Value of operating payables at beginning of year2013-12-31$195,415
Total non interest bearing cash at end of year2013-12-31$338,749
Total non interest bearing cash at beginning of year2013-12-31$17,154
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$1,095,237
Value of net assets at end of year (total assets less liabilities)2013-12-31$-3,030,313
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-4,125,550
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
Income. Interest from US Government securities2013-12-31$17,087
Income. Interest from corporate debt instruments2013-12-31$156,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,931,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,173,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,173,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13,188
Asset value of US Government securities at end of year2013-12-31$1,093,188
Asset value of US Government securities at beginning of year2013-12-31$1,051,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$12,589,574
Employer contributions (assets) at end of year2013-12-31$1,099,022
Employer contributions (assets) at beginning of year2013-12-31$909,877
Income. Dividends from common stock2013-12-31$66,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,029,539
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,791,769
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,267,374
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,977,828
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,352,851
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,007,600
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,198,600
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$17,948
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$10,505
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
Aggregate proceeds on sale of assets2013-12-31$1,253,688
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,185,195
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 name2013-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2013-12-31470836395
2012 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$310,266
Total unrealized appreciation/depreciation of assets2012-12-31$310,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,046,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,436,756
Total income from all sources (including contributions)2012-12-31$12,706,440
Total loss/gain on sale of assets2012-12-31$166,335
Total of all expenses incurred2012-12-31$11,768,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,038,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,835,981
Value of total assets at end of year2012-12-31$11,920,686
Value of total assets at beginning of year2012-12-31$11,373,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$730,293
Total interest from all sources2012-12-31$255,977
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$60,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$230,693
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$1,485,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$137,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$112,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,652,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,521,225
Other income not declared elsewhere2012-12-31$77,766
Administrative expenses (other) incurred2012-12-31$499,600
Liabilities. Value of operating payables at end of year2012-12-31$195,415
Liabilities. Value of operating payables at beginning of year2012-12-31$160,731
Total non interest bearing cash at end of year2012-12-31$17,154
Total non interest bearing cash at beginning of year2012-12-31$269,626
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$938,074
Value of net assets at end of year (total assets less liabilities)2012-12-31$-4,125,550
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-5,063,624
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
Income. Interest from US Government securities2012-12-31$4,721
Income. Interest from corporate debt instruments2012-12-31$245,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,173,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,081,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,081,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,878
Asset value of US Government securities at end of year2012-12-31$1,051,294
Asset value of US Government securities at beginning of year2012-12-31$595,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$10,350,487
Employer contributions (assets) at end of year2012-12-31$909,877
Employer contributions (assets) at beginning of year2012-12-31$814,871
Income. Dividends from common stock2012-12-31$60,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,038,073
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,267,374
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,311,494
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,352,851
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,179,949
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,198,600
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,754,800
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$10,505
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$8,020
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
Aggregate proceeds on sale of assets2012-12-31$2,434,237
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,267,902
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2012-12-31470836395
2011 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-87,640
Total unrealized appreciation/depreciation of assets2011-12-31$-87,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,436,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,850,021
Total income from all sources (including contributions)2011-12-31$11,263,657
Total loss/gain on sale of assets2011-12-31$54,721
Total of all expenses incurred2011-12-31$10,983,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,254,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,814,630
Value of total assets at end of year2011-12-31$11,373,132
Value of total assets at beginning of year2011-12-31$11,505,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$728,416
Total interest from all sources2011-12-31$261,279
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$51,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$235,604
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$36,761
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$1,369,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$112,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$110,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,521,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,457,000
Other income not declared elsewhere2011-12-31$169,635
Administrative expenses (other) incurred2011-12-31$492,812
Liabilities. Value of operating payables at end of year2011-12-31$160,731
Liabilities. Value of operating payables at beginning of year2011-12-31$119,321
Total non interest bearing cash at end of year2011-12-31$269,626
Total non interest bearing cash at beginning of year2011-12-31$24,482
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$280,528
Value of net assets at end of year (total assets less liabilities)2011-12-31$-5,063,624
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-5,344,152
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
Income. Interest from US Government securities2011-12-31$9,928
Income. Interest from corporate debt instruments2011-12-31$250,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,081,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,781,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,781,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$826
Asset value of US Government securities at end of year2011-12-31$595,674
Asset value of US Government securities at beginning of year2011-12-31$688,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$9,445,340
Employer contributions (assets) at end of year2011-12-31$814,871
Employer contributions (assets) at beginning of year2011-12-31$821,087
Income. Dividends from common stock2011-12-31$51,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,254,713
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,311,494
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,597,987
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,179,949
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,443,961
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,754,800
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,273,700
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$8,020
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,760
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
Aggregate proceeds on sale of assets2011-12-31$2,744,797
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,690,076
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 name2011-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2011-12-31470836395
2010 : PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$514,668
Total unrealized appreciation/depreciation of assets2010-12-31$514,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,850,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,145,540
Total income from all sources (including contributions)2010-12-31$11,589,692
Total loss/gain on sale of assets2010-12-31$7,349
Total of all expenses incurred2010-12-31$13,387,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,660,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,571,848
Value of total assets at end of year2010-12-31$11,505,869
Value of total assets at beginning of year2010-12-31$11,599,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$727,129
Total interest from all sources2010-12-31$294,337
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$46,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$479,647
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$36,761
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$30,917
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,300,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$110,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$135,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,457,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,947,000
Other income not declared elsewhere2010-12-31$154,499
Administrative expenses (other) incurred2010-12-31$247,482
Liabilities. Value of operating payables at end of year2010-12-31$119,321
Liabilities. Value of operating payables at beginning of year2010-12-31$133,840
Total non interest bearing cash at end of year2010-12-31$24,482
Total non interest bearing cash at beginning of year2010-12-31$196,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,798,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$-5,344,152
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-3,546,088
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
Income. Interest from US Government securities2010-12-31$11,761
Income. Interest from corporate debt instruments2010-12-31$282,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,781,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,095,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,095,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$451
Asset value of US Government securities at end of year2010-12-31$688,362
Asset value of US Government securities at beginning of year2010-12-31$1,002,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$9,271,612
Employer contributions (assets) at end of year2010-12-31$821,087
Employer contributions (assets) at beginning of year2010-12-31$868,334
Income. Dividends from preferred stock2010-12-31$2,794
Income. Dividends from common stock2010-12-31$44,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,660,627
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,597,987
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$5,079,919
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,443,961
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,187,978
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,273,700
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,064,700
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,760
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,464
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
Aggregate proceeds on sale of assets2010-12-31$1,597,197
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,589,848
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 name2010-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2010-12-31470836395

Form 5500 Responses for PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST

2022: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 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: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 HEALTH AND WELFARE TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
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

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304793
Policy instance 1
Insurance contract or identification number304793
Number of Individuals Covered358
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $39,700
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $927,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,700
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304793
Policy instance 1
Insurance contract or identification number304793
Number of Individuals Covered353
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $37,700
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $900,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,700
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304793
Policy instance 1
Insurance contract or identification number304793
Number of Individuals Covered340
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $38,800
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $856,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,800
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304793
Policy instance 1
Insurance contract or identification number304793
Number of Individuals Covered346
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $38,300
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $872,809
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,300

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