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UTAH PIPE TRADES WELFARE TRUST FUND 401k Plan overview

Plan NameUTAH PIPE TRADES WELFARE TRUST FUND
Plan identification number 501

UTAH PIPE TRADES WELFARE TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, UTAH PIPE TRADES WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, UTAH PIPE TRADES WELFARE TRUST
Employer identification number (EIN):876128290
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTAH PIPE TRADES WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-10-01
5012021-10-01
5012020-10-01
5012019-10-01
5012018-10-01
5012017-10-01
5012016-10-01MILLER KAPLAN ARASE LLP
5012015-10-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2017-06-14
5012014-10-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-04-19
5012013-10-01
5012012-10-01JOHN WADLOW
5012011-10-01ROBERT BERGMAN
5012010-10-01ROBERT BERGMAN
5012009-10-01LARRY FACER

Plan Statistics for UTAH PIPE TRADES WELFARE TRUST FUND

401k plan membership statisitcs for UTAH PIPE TRADES WELFARE TRUST FUND

Measure Date Value
2022: UTAH PIPE TRADES WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-10-011,269
Total number of active participants reported on line 7a of the Form 55002022-10-011,100
Number of retired or separated participants receiving benefits2022-10-0195
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-011,195
Total participants2022-10-011,195
Number of employers contributing to the scheme2022-10-0161
2021: UTAH PIPE TRADES WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-10-011,199
Total number of active participants reported on line 7a of the Form 55002021-10-011,165
Number of retired or separated participants receiving benefits2021-10-01104
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-011,269
Total participants2021-10-011,269
Number of employers contributing to the scheme2021-10-0161
2020: UTAH PIPE TRADES WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-10-01986
Total number of active participants reported on line 7a of the Form 55002020-10-011,110
Number of retired or separated participants receiving benefits2020-10-0189
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-011,199
Total participants2020-10-011,199
Number of employers contributing to the scheme2020-10-0145
2019: UTAH PIPE TRADES WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-10-011,285
Total number of active participants reported on line 7a of the Form 55002019-10-01892
Number of retired or separated participants receiving benefits2019-10-0194
Total of all active and inactive participants2019-10-01986
Total participants2019-10-01986
Number of employers contributing to the scheme2019-10-0140
2018: UTAH PIPE TRADES WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-10-011,409
Total number of active participants reported on line 7a of the Form 55002018-10-011,185
Number of retired or separated participants receiving benefits2018-10-01100
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-011,285
Number of participants with account balances2018-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Number of employers contributing to the scheme2018-10-0138
2017: UTAH PIPE TRADES WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-10-011,603
Total number of active participants reported on line 7a of the Form 55002017-10-011,271
Number of retired or separated participants receiving benefits2017-10-01138
Total of all active and inactive participants2017-10-011,409
Total participants2017-10-011,409
Number of employers contributing to the scheme2017-10-0138
2016: UTAH PIPE TRADES WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-10-011,489
Total number of active participants reported on line 7a of the Form 55002016-10-011,457
Number of retired or separated participants receiving benefits2016-10-01146
Total of all active and inactive participants2016-10-011,603
Total participants2016-10-011,603
Number of employers contributing to the scheme2016-10-0144
2015: UTAH PIPE TRADES WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-10-011,477
Total number of active participants reported on line 7a of the Form 55002015-10-011,338
Number of retired or separated participants receiving benefits2015-10-01151
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-011,489
Total participants2015-10-011,489
Number of employers contributing to the scheme2015-10-0147
2014: UTAH PIPE TRADES WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-10-011,293
Total number of active participants reported on line 7a of the Form 55002014-10-011,307
Number of retired or separated participants receiving benefits2014-10-01170
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-011,477
Total participants2014-10-011,477
Number of employers contributing to the scheme2014-10-0147
2013: UTAH PIPE TRADES WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-10-011,385
Total number of active participants reported on line 7a of the Form 55002013-10-011,097
Number of retired or separated participants receiving benefits2013-10-01196
Total of all active and inactive participants2013-10-011,293
Number of employers contributing to the scheme2013-10-0143
2012: UTAH PIPE TRADES WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-10-011,407
Total number of active participants reported on line 7a of the Form 55002012-10-011,158
Number of retired or separated participants receiving benefits2012-10-01227
Total of all active and inactive participants2012-10-011,385
Number of employers contributing to the scheme2012-10-0148
2011: UTAH PIPE TRADES WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-10-011,265
Total number of active participants reported on line 7a of the Form 55002011-10-011,131
Number of retired or separated participants receiving benefits2011-10-01276
Total of all active and inactive participants2011-10-011,407
Number of employers contributing to the scheme2011-10-0149
2010: UTAH PIPE TRADES WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-10-011,388
Total number of active participants reported on line 7a of the Form 55002010-10-011,046
Number of retired or separated participants receiving benefits2010-10-01219
Total of all active and inactive participants2010-10-011,265
Number of employers contributing to the scheme2010-10-0171
2009: UTAH PIPE TRADES WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-10-011,485
Total number of active participants reported on line 7a of the Form 55002009-10-011,162
Number of retired or separated participants receiving benefits2009-10-01226
Total of all active and inactive participants2009-10-011,388
Number of employers contributing to the scheme2009-10-0170

Financial Data on UTAH PIPE TRADES WELFARE TRUST FUND

Measure Date Value
2023 : UTAH PIPE TRADES WELFARE TRUST FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-09-30$945,569
Total unrealized appreciation/depreciation of assets2023-09-30$945,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$10,638,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$10,679,589
Total income from all sources (including contributions)2023-09-30$19,922,964
Total loss/gain on sale of assets2023-09-30$-244,817
Total of all expenses incurred2023-09-30$19,377,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$18,066,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$18,641,750
Value of total assets at end of year2023-09-30$22,953,653
Value of total assets at beginning of year2023-09-30$22,449,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$1,310,356
Total interest from all sources2023-09-30$467,904
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$112,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Administrative expenses professional fees incurred2023-09-30$228,407
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$834,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-09-30$158,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$255,246
Administrative expenses (other) incurred2023-09-30$784,711
Liabilities. Value of operating payables at end of year2023-09-30$179,556
Liabilities. Value of operating payables at beginning of year2023-09-30$244,037
Total non interest bearing cash at end of year2023-09-30$3,340,789
Total non interest bearing cash at beginning of year2023-09-30$3,792,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$545,923
Value of net assets at end of year (total assets less liabilities)2023-09-30$12,315,489
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$11,769,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Investment advisory and management fees2023-09-30$59,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$114,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$0
Interest earned on other investments2023-09-30$1,339
Income. Interest from US Government securities2023-09-30$281,019
Income. Interest from corporate debt instruments2023-09-30$161,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$243,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$204,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$204,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$24,407
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$318,024
Asset value of US Government securities at end of year2023-09-30$7,557,576
Asset value of US Government securities at beginning of year2023-09-30$6,509,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30Yes
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$17,807,435
Employer contributions (assets) at end of year2023-09-30$1,631,668
Employer contributions (assets) at beginning of year2023-09-30$1,722,257
Income. Dividends from common stock2023-09-30$112,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$17,748,661
Asset. Corporate debt instrument preferred debt at end of year2023-09-30$4,225,341
Asset. Corporate debt instrument preferred debt at beginning of year2023-09-30$5,095,816
Contract administrator fees2023-09-30$237,454
Assets. Corporate common stocks other than exployer securities at end of year2023-09-30$5,663,060
Assets. Corporate common stocks other than exployer securities at beginning of year2023-09-30$4,866,138
Liabilities. Value of benefit claims payable at end of year2023-09-30$10,458,608
Liabilities. Value of benefit claims payable at beginning of year2023-09-30$10,435,552
Assets. Value of buildings and other operty used in plan operation at end of year2023-09-30$18,579
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-09-30$2,922
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Aggregate proceeds on sale of assets2023-09-30$24,449,429
Aggregate carrying amount (costs) on sale of assets2023-09-30$24,694,246
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-09-30952036255
2022 : UTAH PIPE TRADES WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-2,222,990
Total unrealized appreciation/depreciation of assets2022-09-30$-2,222,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$10,679,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$9,775,685
Total income from all sources (including contributions)2022-09-30$17,646,781
Total loss/gain on sale of assets2022-09-30$189,754
Total of all expenses incurred2022-09-30$21,049,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$19,799,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$19,327,524
Value of total assets at end of year2022-09-30$22,449,155
Value of total assets at beginning of year2022-09-30$24,948,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,250,684
Total interest from all sources2022-09-30$258,132
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$94,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Administrative expenses professional fees incurred2022-09-30$164,103
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$879,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$255,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$298,650
Administrative expenses (other) incurred2022-09-30$795,513
Liabilities. Value of operating payables at end of year2022-09-30$244,037
Liabilities. Value of operating payables at beginning of year2022-09-30$665,164
Total non interest bearing cash at end of year2022-09-30$3,792,989
Total non interest bearing cash at beginning of year2022-09-30$4,441,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-3,403,049
Value of net assets at end of year (total assets less liabilities)2022-09-30$11,769,566
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$15,172,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$66,289
Income. Interest from US Government securities2022-09-30$112,474
Income. Interest from corporate debt instruments2022-09-30$142,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$204,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$791,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$791,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$2,714
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$338,811
Asset value of US Government securities at end of year2022-09-30$6,509,625
Asset value of US Government securities at beginning of year2022-09-30$6,366,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$18,448,067
Employer contributions (assets) at end of year2022-09-30$1,722,257
Employer contributions (assets) at beginning of year2022-09-30$1,796,290
Income. Dividends from common stock2022-09-30$94,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$19,460,335
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$5,095,816
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$5,356,175
Contract administrator fees2022-09-30$224,779
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$4,866,138
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$5,893,634
Liabilities. Value of benefit claims payable at end of year2022-09-30$10,435,552
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$9,110,521
Assets. Value of buildings and other operty used in plan operation at end of year2022-09-30$2,922
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-09-30$4,284
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$42,182,539
Aggregate carrying amount (costs) on sale of assets2022-09-30$41,992,785
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-09-30952036255
2021 : UTAH PIPE TRADES WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-09-30$886,492
Total unrealized appreciation/depreciation of assets2021-09-30$886,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$9,775,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$8,034,734
Total income from all sources (including contributions)2021-09-30$18,050,489
Total loss/gain on sale of assets2021-09-30$199,475
Total of all expenses incurred2021-09-30$18,622,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$17,476,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$16,688,667
Value of total assets at end of year2021-09-30$24,948,300
Value of total assets at beginning of year2021-09-30$23,779,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,146,188
Total interest from all sources2021-09-30$183,618
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$92,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$176,557
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$919,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$298,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$242,984
Administrative expenses (other) incurred2021-09-30$677,853
Liabilities. Value of operating payables at end of year2021-09-30$665,164
Liabilities. Value of operating payables at beginning of year2021-09-30$1,235,310
Total non interest bearing cash at end of year2021-09-30$4,441,175
Total non interest bearing cash at beginning of year2021-09-30$5,227,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$-572,028
Value of net assets at end of year (total assets less liabilities)2021-09-30$15,172,615
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$15,744,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$72,708
Income. Interest from US Government securities2021-09-30$183,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$791,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$533,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$533,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$31
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$276,800
Asset value of US Government securities at end of year2021-09-30$6,366,538
Asset value of US Government securities at beginning of year2021-09-30$6,158,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$15,768,949
Employer contributions (assets) at end of year2021-09-30$1,796,290
Employer contributions (assets) at beginning of year2021-09-30$1,210,713
Income. Dividends from common stock2021-09-30$92,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$17,199,529
Asset. Corporate debt instrument preferred debt at end of year2021-09-30$5,356,175
Asset. Corporate debt instrument preferred debt at beginning of year2021-09-30$5,900,986
Contract administrator fees2021-09-30$219,070
Assets. Corporate common stocks other than exployer securities at end of year2021-09-30$5,893,634
Assets. Corporate common stocks other than exployer securities at beginning of year2021-09-30$4,476,446
Liabilities. Value of benefit claims payable at end of year2021-09-30$9,110,521
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$6,799,424
Assets. Value of buildings and other operty used in plan operation at end of year2021-09-30$4,284
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-09-30$28,814
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$52,703,157
Aggregate carrying amount (costs) on sale of assets2021-09-30$52,503,682
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-09-30952036255
2020 : UTAH PIPE TRADES WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-09-30$151,901
Total unrealized appreciation/depreciation of assets2020-09-30$151,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$8,034,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$8,962,725
Total income from all sources (including contributions)2020-09-30$15,014,411
Total loss/gain on sale of assets2020-09-30$414,277
Total of all expenses incurred2020-09-30$12,718,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$11,956,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$14,083,101
Value of total assets at end of year2020-09-30$23,779,377
Value of total assets at beginning of year2020-09-30$22,411,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$762,216
Total interest from all sources2020-09-30$261,713
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$103,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$261,167
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$943,421
Assets. Other investments not covered elsewhere at end of year2020-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$100,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$242,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$292,167
Administrative expenses (other) incurred2020-09-30$150,565
Liabilities. Value of operating payables at end of year2020-09-30$1,235,310
Liabilities. Value of operating payables at beginning of year2020-09-30$145,895
Total non interest bearing cash at end of year2020-09-30$5,227,126
Total non interest bearing cash at beginning of year2020-09-30$2,481,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$2,295,696
Value of net assets at end of year (total assets less liabilities)2020-09-30$15,744,643
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$13,448,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$72,952
Income. Interest from US Government securities2020-09-30$257,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$533,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$594,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$594,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$4,278
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$269,433
Asset value of US Government securities at end of year2020-09-30$6,158,613
Asset value of US Government securities at beginning of year2020-09-30$7,112,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$13,139,680
Employer contributions (assets) at end of year2020-09-30$1,210,713
Employer contributions (assets) at beginning of year2020-09-30$1,484,589
Income. Dividends from common stock2020-09-30$103,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$11,687,066
Asset. Corporate debt instrument preferred debt at end of year2020-09-30$5,900,986
Asset. Corporate debt instrument preferred debt at beginning of year2020-09-30$5,415,652
Contract administrator fees2020-09-30$277,532
Assets. Corporate common stocks other than exployer securities at end of year2020-09-30$4,476,446
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$4,928,971
Liabilities. Value of benefit claims payable at end of year2020-09-30$6,799,424
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$8,816,830
Assets. Value of buildings and other operty used in plan operation at end of year2020-09-30$28,814
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-09-30$2,133
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$32,257,143
Aggregate carrying amount (costs) on sale of assets2020-09-30$31,842,866
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-09-30952036255
2019 : UTAH PIPE TRADES WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$-499,340
Total unrealized appreciation/depreciation of assets2019-09-30$-499,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$8,962,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$8,954,040
Total income from all sources (including contributions)2019-09-30$17,241,276
Total loss/gain on sale of assets2019-09-30$875,565
Total of all expenses incurred2019-09-30$19,081,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$18,087,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$16,341,608
Value of total assets at end of year2019-09-30$22,411,672
Value of total assets at beginning of year2019-09-30$24,243,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$993,853
Total interest from all sources2019-09-30$368,403
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$155,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$257,359
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$932,327
Assets. Other investments not covered elsewhere at end of year2019-09-30$100,111
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$172,839
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$292,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$218,903
Administrative expenses (other) incurred2019-09-30$394,619
Liabilities. Value of operating payables at end of year2019-09-30$145,895
Liabilities. Value of operating payables at beginning of year2019-09-30$629,123
Total non interest bearing cash at end of year2019-09-30$2,481,561
Total non interest bearing cash at beginning of year2019-09-30$3,415,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-1,840,541
Value of net assets at end of year (total assets less liabilities)2019-09-30$13,448,947
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$15,289,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$65,607
Income. Interest from US Government securities2019-09-30$353,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$594,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$872,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$872,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$14,640
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$332,092
Asset value of US Government securities at end of year2019-09-30$7,112,165
Asset value of US Government securities at beginning of year2019-09-30$5,866,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$15,409,281
Employer contributions (assets) at end of year2019-09-30$1,484,589
Employer contributions (assets) at beginning of year2019-09-30$1,307,923
Income. Dividends from common stock2019-09-30$155,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$17,755,872
Asset. Corporate debt instrument preferred debt at end of year2019-09-30$5,415,652
Asset. Corporate debt instrument preferred debt at beginning of year2019-09-30$5,246,315
Contract administrator fees2019-09-30$276,268
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$4,928,971
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$7,142,978
Liabilities. Value of benefit claims payable at end of year2019-09-30$8,816,830
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$8,324,917
Assets. Value of buildings and other operty used in plan operation at end of year2019-09-30$2,133
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-09-30$712
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$35,581,587
Aggregate carrying amount (costs) on sale of assets2019-09-30$34,706,022
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-09-30952036255
2018 : UTAH PIPE TRADES WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$474,932
Total unrealized appreciation/depreciation of assets2018-09-30$474,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$8,954,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$9,960,036
Total income from all sources (including contributions)2018-09-30$20,727,839
Total loss/gain on sale of assets2018-09-30$142,065
Total of all expenses incurred2018-09-30$17,046,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$16,070,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$19,680,378
Value of total assets at end of year2018-09-30$24,243,528
Value of total assets at beginning of year2018-09-30$21,567,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$976,043
Total interest from all sources2018-09-30$311,576
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$118,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$149,930
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$849,310
Assets. Other investments not covered elsewhere at end of year2018-09-30$172,839
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$218,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$377,184
Administrative expenses (other) incurred2018-09-30$470,917
Liabilities. Value of operating payables at end of year2018-09-30$629,123
Liabilities. Value of operating payables at beginning of year2018-09-30$415,535
Total non interest bearing cash at end of year2018-09-30$3,415,203
Total non interest bearing cash at beginning of year2018-09-30$2,917,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$3,681,628
Value of net assets at end of year (total assets less liabilities)2018-09-30$15,289,488
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$11,607,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$92,942
Income. Interest from US Government securities2018-09-30$304,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$872,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$678,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$678,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$7,440
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$453,139
Asset value of US Government securities at end of year2018-09-30$5,866,048
Asset value of US Government securities at beginning of year2018-09-30$5,148,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$18,831,068
Employer contributions (assets) at end of year2018-09-30$1,307,923
Employer contributions (assets) at beginning of year2018-09-30$1,958,537
Income. Dividends from common stock2018-09-30$118,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$15,617,029
Asset. Corporate debt instrument preferred debt at end of year2018-09-30$5,246,315
Asset. Corporate debt instrument preferred debt at beginning of year2018-09-30$4,731,015
Contract administrator fees2018-09-30$262,254
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$7,142,978
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$5,756,157
Liabilities. Value of benefit claims payable at end of year2018-09-30$8,324,917
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$9,544,501
Assets. Value of buildings and other operty used in plan operation at end of year2018-09-30$712
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$36,882,912
Aggregate carrying amount (costs) on sale of assets2018-09-30$36,740,847
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-09-30952036255
2017 : UTAH PIPE TRADES WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$471,884
Total unrealized appreciation/depreciation of assets2017-09-30$471,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$9,960,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$8,154,209
Total income from all sources (including contributions)2017-09-30$21,550,742
Total loss/gain on sale of assets2017-09-30$137,567
Total of all expenses incurred2017-09-30$19,525,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$18,501,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$20,473,712
Value of total assets at end of year2017-09-30$21,567,896
Value of total assets at beginning of year2017-09-30$17,736,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,024,073
Total interest from all sources2017-09-30$226,855
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$84,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$144,752
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$840,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$377,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$407,302
Other income not declared elsewhere2017-09-30$156,287
Administrative expenses (other) incurred2017-09-30$523,433
Liabilities. Value of operating payables at end of year2017-09-30$415,535
Liabilities. Value of operating payables at beginning of year2017-09-30$110,772
Total non interest bearing cash at end of year2017-09-30$2,917,349
Total non interest bearing cash at beginning of year2017-09-30$2,164,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,025,434
Value of net assets at end of year (total assets less liabilities)2017-09-30$11,607,860
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$9,582,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$101,273
Income. Interest from US Government securities2017-09-30$224,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$678,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$567,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$567,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$1,978
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$457,083
Asset value of US Government securities at end of year2017-09-30$5,148,945
Asset value of US Government securities at beginning of year2017-09-30$3,529,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$19,633,645
Employer contributions (assets) at end of year2017-09-30$1,958,537
Employer contributions (assets) at beginning of year2017-09-30$1,478,237
Income. Dividends from common stock2017-09-30$84,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$18,044,152
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$4,731,015
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$5,260,864
Contract administrator fees2017-09-30$254,615
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$5,756,157
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$4,328,290
Liabilities. Value of benefit claims payable at end of year2017-09-30$9,544,501
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$8,043,437
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$121
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$21,356,838
Aggregate carrying amount (costs) on sale of assets2017-09-30$21,219,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-09-30952036255
2016 : UTAH PIPE TRADES WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$551,837
Total unrealized appreciation/depreciation of assets2016-09-30$551,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$8,154,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$7,662,682
Total income from all sources (including contributions)2016-09-30$19,078,250
Total loss/gain on sale of assets2016-09-30$-78,037
Total of all expenses incurred2016-09-30$16,872,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$15,890,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$18,010,970
Value of total assets at end of year2016-09-30$17,736,635
Value of total assets at beginning of year2016-09-30$15,039,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$981,959
Total interest from all sources2016-09-30$153,258
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$87,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$207,483
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$845,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$407,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$248,272
Other income not declared elsewhere2016-09-30$352,480
Administrative expenses (other) incurred2016-09-30$465,906
Liabilities. Value of operating payables at end of year2016-09-30$110,772
Liabilities. Value of operating payables at beginning of year2016-09-30$108,992
Total non interest bearing cash at end of year2016-09-30$2,164,576
Total non interest bearing cash at beginning of year2016-09-30$377,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$2,206,001
Value of net assets at end of year (total assets less liabilities)2016-09-30$9,582,426
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$7,376,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$64,178
Income. Interest from US Government securities2016-09-30$151,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$567,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$378,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$378,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$1,457
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$520,589
Asset value of US Government securities at end of year2016-09-30$3,529,396
Asset value of US Government securities at beginning of year2016-09-30$8,291,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$17,165,233
Employer contributions (assets) at end of year2016-09-30$1,478,237
Employer contributions (assets) at beginning of year2016-09-30$1,639,504
Income. Dividends from common stock2016-09-30$87,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$15,369,701
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$5,260,864
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$0
Contract administrator fees2016-09-30$244,392
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$4,328,290
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$4,094,158
Liabilities. Value of benefit claims payable at end of year2016-09-30$8,043,437
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$7,553,690
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$121
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$9,808
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$30,503,874
Aggregate carrying amount (costs) on sale of assets2016-09-30$30,581,911
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-09-30952036255
2015 : UTAH PIPE TRADES WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-357,113
Total unrealized appreciation/depreciation of assets2015-09-30$-357,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$7,662,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$7,121,272
Total income from all sources (including contributions)2015-09-30$17,634,233
Total loss/gain on sale of assets2015-09-30$353
Total of all expenses incurred2015-09-30$15,482,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$14,481,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$17,709,616
Value of total assets at end of year2015-09-30$15,039,107
Value of total assets at beginning of year2015-09-30$12,345,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,000,088
Total interest from all sources2015-09-30$99,028
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$56,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$192,714
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$970,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$248,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$364,121
Other income not declared elsewhere2015-09-30$125,852
Administrative expenses (other) incurred2015-09-30$519,505
Liabilities. Value of operating payables at end of year2015-09-30$108,992
Liabilities. Value of operating payables at beginning of year2015-09-30$156,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$2,152,162
Value of net assets at end of year (total assets less liabilities)2015-09-30$7,376,425
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$5,224,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$52,442
Income. Interest from US Government securities2015-09-30$98,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$756,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$2,179,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$2,179,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$185
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$556,908
Asset value of US Government securities at end of year2015-09-30$8,291,345
Asset value of US Government securities at beginning of year2015-09-30$5,899,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$16,739,386
Employer contributions (assets) at end of year2015-09-30$1,639,504
Employer contributions (assets) at beginning of year2015-09-30$1,135,083
Income. Dividends from common stock2015-09-30$56,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$13,925,075
Contract administrator fees2015-09-30$235,427
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$4,094,158
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$2,757,158
Liabilities. Value of benefit claims payable at end of year2015-09-30$7,553,690
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$6,964,753
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$9,808
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$10,018
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$38,336,808
Aggregate carrying amount (costs) on sale of assets2015-09-30$38,336,455
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-09-30952036255
2014 : UTAH PIPE TRADES WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$252,841
Total unrealized appreciation/depreciation of assets2014-09-30$252,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$5,145,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$4,719,645
Total income from all sources (including contributions)2014-09-30$14,869,676
Total loss/gain on sale of assets2014-09-30$33,813
Total of all expenses incurred2014-09-30$14,989,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$14,423,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$14,313,119
Value of total assets at end of year2014-09-30$12,434,524
Value of total assets at beginning of year2014-09-30$12,127,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$565,519
Total interest from all sources2014-09-30$79,397
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$40,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$196,158
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$1,091,662
Participant contributions at end of year2014-09-30$88,989
Participant contributions at beginning of year2014-09-30$98,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$364,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$372,931
Other income not declared elsewhere2014-09-30$149,985
Administrative expenses (other) incurred2014-09-30$90,231
Liabilities. Value of operating payables at end of year2014-09-30$156,519
Liabilities. Value of operating payables at beginning of year2014-09-30$132,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-119,574
Value of net assets at end of year (total assets less liabilities)2014-09-30$7,288,768
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$7,408,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$39,665
Income. Interest from US Government securities2014-09-30$46,935
Income. Interest from corporate debt instruments2014-09-30$32,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$2,179,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$2,967,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$2,967,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$85
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$419,295
Asset value of US Government securities at end of year2014-09-30$4,759,226
Asset value of US Government securities at beginning of year2014-09-30$4,231,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$13,221,457
Employer contributions (assets) at end of year2014-09-30$1,135,083
Employer contributions (assets) at beginning of year2014-09-30$1,173,810
Income. Dividends from common stock2014-09-30$40,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$14,004,436
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$1,139,955
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$1,030,913
Contract administrator fees2014-09-30$239,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$2,757,158
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$2,249,584
Liabilities. Value of benefit claims payable at end of year2014-09-30$4,989,237
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$4,586,687
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$10,018
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$3,162
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$14,364,956
Aggregate carrying amount (costs) on sale of assets2014-09-30$14,331,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30SSA, P.C.
Accountancy firm EIN2014-09-30840676265
2013 : UTAH PIPE TRADES WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$216,297
Total unrealized appreciation/depreciation of assets2013-09-30$216,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$4,719,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$4,095,585
Total income from all sources (including contributions)2013-09-30$15,301,270
Total loss/gain on sale of assets2013-09-30$43,502
Total of all expenses incurred2013-09-30$13,016,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$12,402,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$14,715,709
Value of total assets at end of year2013-09-30$12,127,987
Value of total assets at beginning of year2013-09-30$9,219,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$614,031
Total interest from all sources2013-09-30$91,553
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$37,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$200,064
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$1,135,175
Participant contributions at end of year2013-09-30$98,595
Participant contributions at beginning of year2013-09-30$80,608
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$372,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$303,904
Other income not declared elsewhere2013-09-30$196,582
Administrative expenses (other) incurred2013-09-30$115,899
Liabilities. Value of operating payables at end of year2013-09-30$132,958
Liabilities. Value of operating payables at beginning of year2013-09-30$41,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$2,284,360
Value of net assets at end of year (total assets less liabilities)2013-09-30$7,408,342
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,123,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$32,135
Income. Interest from US Government securities2013-09-30$45,905
Income. Interest from corporate debt instruments2013-09-30$45,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$2,967,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,526,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,526,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$429
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$587,352
Asset value of US Government securities at end of year2013-09-30$4,231,642
Asset value of US Government securities at beginning of year2013-09-30$3,082,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$13,580,534
Employer contributions (assets) at end of year2013-09-30$1,173,810
Employer contributions (assets) at beginning of year2013-09-30$1,140,890
Income. Dividends from common stock2013-09-30$37,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$11,815,527
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$1,030,913
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$1,547,673
Contract administrator fees2013-09-30$265,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$2,249,584
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$1,528,523
Liabilities. Value of benefit claims payable at end of year2013-09-30$4,586,687
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$4,054,379
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$3,162
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$9,137
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$17,884,407
Aggregate carrying amount (costs) on sale of assets2013-09-30$17,840,905
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30SSA, P.C.
Accountancy firm EIN2013-09-30840676265
2012 : UTAH PIPE TRADES WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$-32,662
Total unrealized appreciation/depreciation of assets2012-09-30$-32,662
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$4,095,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$4,189,226
Total income from all sources (including contributions)2012-09-30$12,709,081
Total loss/gain on sale of assets2012-09-30$338,892
Total of all expenses incurred2012-09-30$12,266,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$11,383,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$12,098,964
Value of total assets at end of year2012-09-30$9,219,567
Value of total assets at beginning of year2012-09-30$8,870,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$882,654
Total interest from all sources2012-09-30$83,636
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$29,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$177,689
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$1,059,575
Participant contributions at end of year2012-09-30$80,608
Participant contributions at beginning of year2012-09-30$91,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$303,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$370,722
Other income not declared elsewhere2012-09-30$190,610
Administrative expenses (other) incurred2012-09-30$443,117
Liabilities. Value of operating payables at end of year2012-09-30$41,206
Liabilities. Value of operating payables at beginning of year2012-09-30$45,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$442,606
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,123,982
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,681,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$28,777
Income. Interest from US Government securities2012-09-30$29,188
Income. Interest from corporate debt instruments2012-09-30$53,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,526,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$772,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$772,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$605
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$571,768
Asset value of US Government securities at end of year2012-09-30$3,082,312
Asset value of US Government securities at beginning of year2012-09-30$3,507,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$11,039,389
Employer contributions (assets) at end of year2012-09-30$1,140,890
Employer contributions (assets) at beginning of year2012-09-30$824,202
Income. Dividends from common stock2012-09-30$29,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$10,812,053
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$1,547,673
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$1,953,438
Contract administrator fees2012-09-30$233,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$1,528,523
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$1,341,360
Liabilities. Value of benefit claims payable at end of year2012-09-30$4,054,379
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$4,143,368
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$9,137
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$9,091
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$18,999,802
Aggregate carrying amount (costs) on sale of assets2012-09-30$18,660,910
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30SSA, P.C.
Accountancy firm EIN2012-09-30840676265
2011 : UTAH PIPE TRADES WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-124,146
Total unrealized appreciation/depreciation of assets2011-09-30$-124,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$4,189,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$4,335,415
Total income from all sources (including contributions)2011-09-30$10,570,949
Total loss/gain on sale of assets2011-09-30$194,002
Total of all expenses incurred2011-09-30$12,847,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$11,940,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$10,174,509
Value of total assets at end of year2011-09-30$8,870,602
Value of total assets at beginning of year2011-09-30$11,293,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$906,687
Total interest from all sources2011-09-30$79,759
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$41,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$221,667
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$1,052,003
Participant contributions at end of year2011-09-30$91,944
Participant contributions at beginning of year2011-09-30$80,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$370,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$328,179
Other income not declared elsewhere2011-09-30$204,827
Administrative expenses (other) incurred2011-09-30$401,651
Liabilities. Value of operating payables at end of year2011-09-30$45,858
Liabilities. Value of operating payables at beginning of year2011-09-30$68,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-2,276,237
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,681,376
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$6,957,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$37,385
Income. Interest from US Government securities2011-09-30$64,802
Income. Interest from corporate debt instruments2011-09-30$14,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$772,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$890,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$890,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$910
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$763,035
Asset value of US Government securities at end of year2011-09-30$3,507,402
Asset value of US Government securities at beginning of year2011-09-30$5,696,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$9,122,506
Employer contributions (assets) at end of year2011-09-30$824,202
Employer contributions (assets) at beginning of year2011-09-30$974,101
Income. Dividends from common stock2011-09-30$41,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$11,177,464
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$1,953,438
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$1,191,194
Contract administrator fees2011-09-30$245,984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$1,341,360
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$2,131,543
Liabilities. Value of benefit claims payable at end of year2011-09-30$4,143,368
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$4,267,183
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$9,091
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$358
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$37,191,200
Aggregate carrying amount (costs) on sale of assets2011-09-30$36,997,198
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30SSA, PC
Accountancy firm EIN2011-09-30840676265

Form 5500 Responses for UTAH PIPE TRADES WELFARE TRUST FUND

2022: UTAH PIPE TRADES WELFARE TRUST FUND 2022 form 5500 responses
2022-10-01Type of plan entityMulti-employer plan
2022-10-01Plan is a collectively bargained planYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: UTAH PIPE TRADES WELFARE TRUST FUND 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: UTAH PIPE TRADES WELFARE TRUST FUND 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: UTAH PIPE TRADES WELFARE TRUST FUND 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: UTAH PIPE TRADES WELFARE TRUST FUND 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: UTAH PIPE TRADES WELFARE TRUST FUND 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: UTAH PIPE TRADES WELFARE TRUST FUND 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: UTAH PIPE TRADES WELFARE TRUST FUND 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: UTAH PIPE TRADES WELFARE TRUST FUND 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: UTAH PIPE TRADES WELFARE TRUST FUND 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: UTAH PIPE TRADES WELFARE TRUST FUND 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: UTAH PIPE TRADES WELFARE TRUST FUND 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: UTAH PIPE TRADES WELFARE TRUST FUND 2010 form 5500 responses
2010-10-01Type of plan entityMulti-employer plan
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: UTAH PIPE TRADES WELFARE TRUST FUND 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract numberUTAH
Policy instance 3
Insurance contract or identification numberUTAH
Number of Individuals Covered1273
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $63,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10126
Policy instance 2
Insurance contract or identification numberSL10126
Number of Individuals Covered1190
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $4,352
Welfare Benefit Premiums Paid to CarrierUSD $274,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,352
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG/C-8617
Policy instance 1
Insurance contract or identification numberG/C-8617
Number of Individuals Covered1276
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $44,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract numberUTAH
Policy instance 3
Insurance contract or identification numberUTAH
Number of Individuals Covered1275
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $55,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10126
Policy instance 2
Insurance contract or identification numberSL10126
Number of Individuals Covered1220
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $3,750
Welfare Benefit Premiums Paid to CarrierUSD $338,811
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,750
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG/C-8617
Policy instance 1
Insurance contract or identification numberG/C-8617
Number of Individuals Covered1258
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $42,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract numberUTAH
Policy instance 3
Insurance contract or identification numberUTAH
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $52,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10126
Policy instance 2
Insurance contract or identification numberSL10126
Number of Individuals Covered1077
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Welfare Benefit Premiums Paid to CarrierUSD $232,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG/C-8617
Policy instance 1
Insurance contract or identification numberG/C-8617
Number of Individuals Covered1021
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $41,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number
Policy instance 3
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $61,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10126
Policy instance 2
Insurance contract or identification numberSL10126
Number of Individuals Covered953
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Welfare Benefit Premiums Paid to CarrierUSD $254,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG/C-8617
Policy instance 1
Insurance contract or identification numberG/C-8617
Number of Individuals Covered1256
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $47,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract numberUTAH
Policy instance 3
Insurance contract or identification numberUTAH
Number of Individuals Covered1310
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $59,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG/C-8617
Policy instance 1
Insurance contract or identification numberG/C-8617
Number of Individuals Covered1310
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $48,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10126
Policy instance 2
Insurance contract or identification numberSL10126
Number of Individuals Covered1125
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Welfare Benefit Premiums Paid to CarrierUSD $264,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract numberUTAH
Policy instance 3
Insurance contract or identification numberUTAH
Number of Individuals Covered1416
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $72,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG/C-8617
Policy instance 1
Insurance contract or identification numberG/C-8617
Number of Individuals Covered1290
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $54,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10126
Policy instance 2
Insurance contract or identification numberSL10126
Number of Individuals Covered1339
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Welfare Benefit Premiums Paid to CarrierUSD $394,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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