401k Plan data: PLUMBERS & STEAMFITTERS LOCAL 377 plan

PLUMBERS & STEAMFITTERS LOCAL 377 401k Plan overview

Plan Name	PLUMBERS & STEAMFITTERS LOCAL 377
Plan identification number	002

PLUMBERS & STEAMFITTERS LOCAL 377 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLUMBERS & STEAMFITTERS LOCAL 377 has sponsored the creation of one or more 401k plans.

Company Name: PLUMBERS & STEAMFITTERS LOCAL 377

Employer identification number (EIN): 630369031

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 377

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01
002 2014-01-01 NANCY PARRISH
002 2013-01-01 DENNIS RICKETS
002 2012-01-01 DENNIS RICKETS
002 2011-01-01 DENNIS RICKETS
002 2009-01-01 GAYLON BARNES

Plan Statistics for PLUMBERS & STEAMFITTERS LOCAL 377

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 377

Measure Date Value
2015: PLUMBERS & STEAMFITTERS LOCAL 377 2015 401k membership
Total participants, beginning-of-year 2015-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 83
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 93
Number of participants with account balances 2015-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PLUMBERS & STEAMFITTERS LOCAL 377 2014 401k membership
Total participants, beginning-of-year 2014-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 214
Number of retired or separated participants receiving benefits 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 227
Number of participants with account balances 2014-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PLUMBERS & STEAMFITTERS LOCAL 377 2013 401k membership
Total participants, beginning-of-year 2013-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 207
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 214
Number of participants with account balances 2013-01-01 206
2012: PLUMBERS & STEAMFITTERS LOCAL 377 2012 401k membership
Total participants, beginning-of-year 2012-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 173
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 179
Number of participants with account balances 2012-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PLUMBERS & STEAMFITTERS LOCAL 377 2011 401k membership
Total participants, beginning-of-year 2011-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 170
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 175
Number of participants with account balances 2011-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 17
2009: PLUMBERS & STEAMFITTERS LOCAL 377 2009 401k membership
Total participants, beginning-of-year 2009-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 198
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 201
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2015: PLUMBERS & STEAMFITTERS LOCAL 377 2015 401k membership
Total participants, beginning-of-year	2015-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	83
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	93
Number of participants with account balances	2015-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PLUMBERS & STEAMFITTERS LOCAL 377 2014 401k membership
Total participants, beginning-of-year	2014-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	214
Number of retired or separated participants receiving benefits	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	227
Number of participants with account balances	2014-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PLUMBERS & STEAMFITTERS LOCAL 377 2013 401k membership
Total participants, beginning-of-year	2013-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	207
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	214
Number of participants with account balances	2013-01-01	206
2012: PLUMBERS & STEAMFITTERS LOCAL 377 2012 401k membership
Total participants, beginning-of-year	2012-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	173
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	179
Number of participants with account balances	2012-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PLUMBERS & STEAMFITTERS LOCAL 377 2011 401k membership
Total participants, beginning-of-year	2011-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	170
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	175
Number of participants with account balances	2011-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	17
2009: PLUMBERS & STEAMFITTERS LOCAL 377 2009 401k membership
Total participants, beginning-of-year	2009-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	198
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	201
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on PLUMBERS & STEAMFITTERS LOCAL 377

Measure	Date	Value
2015 : PLUMBERS & STEAMFITTERS LOCAL 377 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$196,395
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,907,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,869,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$48,164
Value of total assets at end of year	2015-12-31	$1,551,871
Value of total assets at beginning of year	2015-12-31	$8,263,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$38,343
Total interest from all sources	2015-12-31	$26,165
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$64,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$64,002
Administrative expenses professional fees incurred	2015-12-31	$38,343
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$48,164
Amount contributed by the employer to the plan for this plan year	2015-12-31	$48,164
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,987
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$53,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-6,711,407
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,551,871
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,263,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$975,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,470,125
Interest earned on other investments	2015-12-31	$26,165
Value of interest in common/collective trusts at end of year	2015-12-31	$575,162
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,736,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$58,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$48,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,869,459
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	NORVELL & ASSOCIATES, P.C.
Accountancy firm EIN	2015-12-31	452574444
2014 : PLUMBERS & STEAMFITTERS LOCAL 377 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,281,970
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$701,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$657,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$884,309
Value of total assets at end of year	2014-12-31	$8,263,278
Value of total assets at beginning of year	2014-12-31	$7,682,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,115
Total interest from all sources	2014-12-31	$9,239
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$169,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$169,181
Administrative expenses professional fees incurred	2014-12-31	$44,115
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$884,309
Amount contributed by the employer to the plan for this plan year	2014-12-31	$884,309
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$408
Total non interest bearing cash at end of year	2014-12-31	$53,295
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$580,653
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,263,278
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,682,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,470,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,240,708
Interest earned on other investments	2014-12-31	$9,239
Value of interest in common/collective trusts at end of year	2014-12-31	$3,736,871
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,441,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$219,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$884,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$657,202
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HINDSMAN-DAVIS, P.C.
Accountancy firm EIN	2014-12-31	630585983
2013 : PLUMBERS & STEAMFITTERS LOCAL 377 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,589,452
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$459,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$428,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$735,420
Value of total assets at end of year	2013-12-31	$7,682,625
Value of total assets at beginning of year	2013-12-31	$6,553,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$31,226
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$109,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$735,420
Amount contributed by the employer to the plan for this plan year	2013-12-31	$735,420
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$13,863
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$42,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,129,488
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,682,625
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,553,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$17,363
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,240,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,040,292
Value of interest in common/collective trusts at end of year	2013-12-31	$3,441,509
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,470,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$744,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$735,420
Income. Dividends from common stock	2013-12-31	$109,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$428,738
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HINDSMAN-DAVIS, P.C.
Accountancy firm EIN	2013-12-31	630585983
2012 : PLUMBERS & STEAMFITTERS LOCAL 377 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$935,443
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$962,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$935,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$534,522
Value of total assets at end of year	2012-12-31	$6,553,137
Value of total assets at beginning of year	2012-12-31	$6,580,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$27,957
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$97,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$11,706
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$576,393
Amount contributed by the employer to the plan for this plan year	2012-12-31	$576,393
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Other income not declared elsewhere	2012-12-31	$4
Total non interest bearing cash at end of year	2012-12-31	$42,754
Total non interest bearing cash at beginning of year	2012-12-31	$42,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-27,527
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,553,137
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,580,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$16,251
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,040,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,925,534
Value of interest in common/collective trusts at end of year	2012-12-31	$3,470,091
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,613,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$250,808
Net investment gain or loss from common/collective trusts	2012-12-31	$52,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$534,522
Income. Dividends from common stock	2012-12-31	$97,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$935,013
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HINDSMAN-DAVIS, P.C.
Accountancy firm EIN	2012-12-31	630585983
2011 : PLUMBERS & STEAMFITTERS LOCAL 377 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$539,591
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,223,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,195,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$508,305
Value of total assets at end of year	2011-12-31	$6,580,664
Value of total assets at beginning of year	2011-12-31	$7,264,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$27,796
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$10,680
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$466,483
Amount contributed by the employer to the plan for this plan year	2011-12-31	$466,483
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Total non interest bearing cash at end of year	2011-12-31	$42,033
Total non interest bearing cash at beginning of year	2011-12-31	$266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-683,996
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,580,664
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,264,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$17,116
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,925,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,086,903
Value of interest in common/collective trusts at end of year	2011-12-31	$3,613,097
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,177,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-60,397
Net investment gain or loss from common/collective trusts	2011-12-31	$91,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$508,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,195,791
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HINDSMAN, HALL & STORY, P.C.
Accountancy firm EIN	2011-12-31	630585983
2010 : PLUMBERS & STEAMFITTERS LOCAL 377 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,141,877
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$365,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$335,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$660,032
Value of total assets at end of year	2010-12-31	$7,264,660
Value of total assets at beginning of year	2010-12-31	$6,487,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$29,416
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$29,416
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$658,980
Amount contributed by the employer to the plan for this plan year	2010-12-31	$658,980
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,052
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$7,013
Total non interest bearing cash at end of year	2010-12-31	$266
Total non interest bearing cash at beginning of year	2010-12-31	$78,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$776,871
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,264,660
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,487,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,086,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,298,751
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$444,928
Value of interest in common/collective trusts at end of year	2010-12-31	$4,177,491
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,659,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$481,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$658,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$335,590
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HINDSMAN, HALL & STORY, P.C.
Accountancy firm EIN	2010-12-31	630585983
2009 : PLUMBERS & STEAMFITTERS LOCAL 377 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$639,118
Amount contributed by the employer to the plan for this plan year	2009-12-31	$639,118

Form 5500 Responses for PLUMBERS & STEAMFITTERS LOCAL 377

2015: PLUMBERS & STEAMFITTERS LOCAL 377 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PLUMBERS & STEAMFITTERS LOCAL 377 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PLUMBERS & STEAMFITTERS LOCAL 377 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PLUMBERS & STEAMFITTERS LOCAL 377 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PLUMBERS & STEAMFITTERS LOCAL 377 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PLUMBERS & STEAMFITTERS LOCAL 377 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

Policy instance

Insurance contract or identification number	P
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PLUMBERS & STEAMFITTERS LOCAL 377
Employer identification number (EIN):	630369031
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors