WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION 4 ANNUITY FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN
401k plan membership statisitcs for WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN
Measure | Date | Value |
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2015: WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2015 401k membership |
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Current value of assets | 2015-09-30 | 35,207,373 |
Acturial value of assets for funding standard account | 2015-09-30 | 37,176,315 |
Accrued liability for plan using immediate gains methods | 2015-09-30 | 46,512,775 |
Accrued liabiliy under entry age normal method | 2015-09-30 | 46,512,775 |
Accrued liability under unit credit cost method | 2015-09-30 | 46,512,775 |
RPA 94 current liability | 2015-09-30 | 76,156,385 |
Expected increase in current liability due to benefits accruing during the plan year | 2015-09-30 | 1,062,413 |
Expected release from RPA 94 current liability for plan year | 2015-09-30 | 2,230,087 |
Expected plan disbursements for the plan year | 2015-09-30 | 2,387,587 |
Current value of assets | 2015-09-30 | 35,207,373 |
Number of retired participants and beneficiaries receiving payment | 2015-09-30 | 239 |
Current liability for retired participants and beneficiaries receiving payment | 2015-09-30 | 33,510,098 |
Number of terminated vested participants | 2015-09-30 | 127 |
Current liability for terminated vested participants | 2015-09-30 | 15,518,073 |
Current liability for active participants non vested benefits | 2015-09-30 | 1,845,999 |
Current liability for active participants vested benefits | 2015-09-30 | 25,282,215 |
Total number of active articipats | 2015-09-30 | 159 |
Current liability for active participants | 2015-09-30 | 27,128,214 |
Total participant count with liabilities | 2015-09-30 | 525 |
Total current liabilitoes for participants with libailities | 2015-09-30 | 76,156,385 |
Total employer contributions in plan year | 2015-09-30 | 2,189,650 |
Employer’s normal cost for plan year as of valuation date | 2015-09-30 | 655,775 |
Prior year credit balance | 2015-09-30 | 7,149,974 |
Amortization credits as of valuation date | 2015-09-30 | 878,993 |
Total participants, beginning-of-year | 2015-01-01 | 525 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Number of employers contributing to the scheme | 2015-01-01 | 26 |
2014: WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2014 401k membership |
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Current value of assets | 2014-12-31 | 34,890,495 |
Acturial value of assets for funding standard account | 2014-12-31 | 36,314,375 |
Accrued liability for plan using immediate gains methods | 2014-12-31 | 44,077,207 |
Accrued liability under unit credit cost method | 2014-12-31 | 44,077,207 |
RPA 94 current liability | 2014-12-31 | 73,009,619 |
Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 1,401,787 |
Expected release from RPA 94 current liability for plan year | 2014-12-31 | 2,896,368 |
Expected plan disbursements for the plan year | 2014-12-31 | 3,106,368 |
Current value of assets | 2014-12-31 | 34,890,495 |
Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 236 |
Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 31,967,702 |
Number of terminated vested participants | 2014-12-31 | 123 |
Current liability for terminated vested participants | 2014-12-31 | 13,442,417 |
Current liability for active participants non vested benefits | 2014-12-31 | 2,626,688 |
Current liability for active participants vested benefits | 2014-12-31 | 24,972,812 |
Total number of active articipats | 2014-12-31 | 162 |
Current liability for active participants | 2014-12-31 | 27,599,500 |
Total participant count with liabilities | 2014-12-31 | 521 |
Total current liabilitoes for participants with libailities | 2014-12-31 | 73,009,619 |
Total employer contributions in plan year | 2014-12-31 | 2,180,753 |
Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 856,202 |
Prior year credit balance | 2014-12-31 | 7,126,112 |
Amortization credits as of valuation date | 2014-12-31 | 1,188,430 |
Total participants, beginning-of-year | 2014-01-01 | 521 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 167 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 126 |
Total of all active and inactive participants | 2014-01-01 | 452 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 73 |
Total participants | 2014-01-01 | 525 |
Number of employers contributing to the scheme | 2014-01-01 | 26 |
2013: WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2013 401k membership |
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Current value of assets | 2013-12-31 | 30,710,843 |
Acturial value of assets for funding standard account | 2013-12-31 | 34,754,475 |
Accrued liability for plan using immediate gains methods | 2013-12-31 | 43,543,961 |
Accrued liability under unit credit cost method | 2013-12-31 | 43,543,961 |
RPA 94 current liability | 2013-12-31 | 71,123,189 |
Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 1,756,597 |
Expected release from RPA 94 current liability for plan year | 2013-12-31 | 2,802,497 |
Expected plan disbursements for the plan year | 2013-12-31 | 2,982,497 |
Current value of assets | 2013-12-31 | 30,710,843 |
Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 240 |
Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 31,418,110 |
Number of terminated vested participants | 2013-12-31 | 96 |
Current liability for terminated vested participants | 2013-12-31 | 9,254,567 |
Current liability for active participants non vested benefits | 2013-12-31 | 3,487,454 |
Current liability for active participants vested benefits | 2013-12-31 | 26,963,058 |
Total number of active articipats | 2013-12-31 | 206 |
Current liability for active participants | 2013-12-31 | 30,450,512 |
Total participant count with liabilities | 2013-12-31 | 542 |
Total current liabilitoes for participants with libailities | 2013-12-31 | 71,123,189 |
Total employer contributions in plan year | 2013-12-31 | 1,986,663 |
Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 1,018,526 |
Prior year credit balance | 2013-12-31 | 7,471,849 |
Amortization credits as of valuation date | 2013-12-31 | 1,236,647 |
Total participants, beginning-of-year | 2013-01-01 | 542 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 167 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 121 |
Total of all active and inactive participants | 2013-01-01 | 450 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 71 |
Total participants | 2013-01-01 | 521 |
Number of employers contributing to the scheme | 2013-01-01 | 32 |
2012: WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 568 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 171 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 93 |
Total of all active and inactive participants | 2012-01-01 | 471 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 71 |
Total participants | 2012-01-01 | 542 |
Number of employers contributing to the scheme | 2012-01-01 | 30 |
2011: WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 583 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 178 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 113 |
Total of all active and inactive participants | 2011-01-01 | 498 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 70 |
Total participants | 2011-01-01 | 568 |
Number of employers contributing to the scheme | 2011-01-01 | 30 |
2010: WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 591 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 258 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 238 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 87 |
Total of all active and inactive participants | 2010-01-01 | 583 |
Total participants | 2010-01-01 | 583 |
Number of employers contributing to the scheme | 2010-01-01 | 28 |
2009: WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 559 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 235 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 101 |
Total of all active and inactive participants | 2009-01-01 | 591 |
Total participants | 2009-01-01 | 591 |
Number of employers contributing to the scheme | 2009-01-01 | 45 |
Measure | Date | Value |
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2015 : WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2015 401k financial data |
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Total transfer of assets from this plan | 2015-09-30 | $33,815,641 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $0 |
Total income from all sources (including contributions) | 2015-09-30 | $1,094,480 |
Total of all expenses incurred | 2015-09-30 | $2,486,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $2,213,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $2,212,310 |
Value of total assets at end of year | 2015-09-30 | $0 |
Value of total assets at beginning of year | 2015-09-30 | $35,207,373 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $272,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $53,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $53,480 |
Administrative expenses professional fees incurred | 2015-09-30 | $110,633 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Other income not declared elsewhere | 2015-09-30 | $8,403 |
Administrative expenses (other) incurred | 2015-09-30 | $100,145 |
Liabilities. Value of operating payables at end of year | 2015-09-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-1,391,732 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $35,207,373 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Investment advisory and management fees | 2015-09-30 | $61,575 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $23,911,271 |
Value of interest in common/collective trusts at end of year | 2015-09-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $10,905,889 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $390,213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $390,213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-1,053,592 |
Net investment gain or loss from common/collective trusts | 2015-09-30 | $-126,121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $2,212,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $2,213,859 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-09-30 | No |
Did the plan have assets held for investment | 2015-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | SALTER & COMPANY, LLC |
Accountancy firm EIN | 2015-09-30 | 208078757 |
2014 : WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-12-31 | $3,815,257 |
Total loss/gain on sale of assets | 2014-12-31 | $671,558 |
Total of all expenses incurred | 2014-12-31 | $3,498,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,180,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,198,089 |
Value of total assets at end of year | 2014-12-31 | $35,207,373 |
Value of total assets at beginning of year | 2014-12-31 | $34,890,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $317,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $964,093 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $126,514 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $17,336 |
Administrative expenses (other) incurred | 2014-12-31 | $83,710 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $316,878 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $35,207,373 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,890,495 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $107,742 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,911,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,214,178 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $10,905,889 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $18,367,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $390,213 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $309,261 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $309,261 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-668,681 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $650,198 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,198,089 |
Income. Dividends from common stock | 2014-12-31 | $964,093 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,163,077 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $8,156,752 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $7,485,194 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GOULET, SALVIDIO & ASSOCIATES, P.C. |
Accountancy firm EIN | 2014-12-31 | 042623065 |
2013 : WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $7,824,382 |
Total loss/gain on sale of assets | 2013-12-31 | $2,489,348 |
Total of all expenses incurred | 2013-12-31 | $3,644,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,320,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,006,598 |
Value of total assets at end of year | 2013-12-31 | $34,890,495 |
Value of total assets at beginning of year | 2013-12-31 | $30,710,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $323,775 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $327,591 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $123,574 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $19,935 |
Administrative expenses (other) incurred | 2013-12-31 | $84,444 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,179,652 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,890,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,710,843 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $115,757 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,214,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,925,938 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $18,367,056 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $17,378,893 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $309,261 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $406,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $406,012 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,286,139 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $714,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,006,598 |
Income. Dividends from common stock | 2013-12-31 | $327,591 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,301,020 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $14,114,356 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $11,625,008 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GOULET, SALVIDIO & ASSOCIATES PC. |
Accountancy firm EIN | 2013-12-31 | 042623065 |
2012 : WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $6,669,342 |
Total loss/gain on sale of assets | 2012-12-31 | $25,459 |
Total of all expenses incurred | 2012-12-31 | $3,512,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,233,995 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,656,105 |
Value of total assets at end of year | 2012-12-31 | $30,710,843 |
Value of total assets at beginning of year | 2012-12-31 | $27,553,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $278,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $284,523 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $105,251 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $208 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $40,136 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,154 |
Administrative expenses (other) incurred | 2012-12-31 | $75,695 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,157,310 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $30,710,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $27,553,533 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $97,091 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $17,378,893 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $15,105,904 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $12,925,938 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $12,015,015 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $406,012 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $431,252 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $431,252 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,836,346 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,866,909 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,656,105 |
Income. Dividends from common stock | 2012-12-31 | $284,523 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,193,859 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $789,019 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $763,560 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GOULET, SALVIDIO & ASSOCIATES PC. |
Accountancy firm EIN | 2012-12-31 | 042623065 |
2011 : WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $1,961,133 |
Total loss/gain on sale of assets | 2011-12-31 | $253,802 |
Total of all expenses incurred | 2011-12-31 | $3,874,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,588,882 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,274,342 |
Value of total assets at end of year | 2011-12-31 | $27,553,533 |
Value of total assets at beginning of year | 2011-12-31 | $29,466,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $285,146 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $380,531 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $107,915 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $208 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,029 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $15,183 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,154 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $442 |
Administrative expenses (other) incurred | 2011-12-31 | $66,159 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,912,895 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $27,553,533 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $29,466,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $111,072 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $15,105,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $19,565,268 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $12,015,015 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $9,427,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $431,252 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $472,282 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $472,282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,603,824 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $656,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,274,342 |
Income. Dividends from common stock | 2011-12-31 | $380,531 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,573,699 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $10,159,967 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $9,906,165 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GOULET, SALVIDIO & ASSOCIATES PC. |
Accountancy firm EIN | 2011-12-31 | 042623065 |
2010 : WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,440,934 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $2,440,934 |
Total income from all sources (including contributions) | 2010-12-31 | $4,976,962 |
Total loss/gain on sale of assets | 2010-12-31 | $451,120 |
Total of all expenses incurred | 2010-12-31 | $3,448,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,146,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,777,896 |
Value of total assets at end of year | 2010-12-31 | $29,466,428 |
Value of total assets at beginning of year | 2010-12-31 | $27,937,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $301,811 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $307,012 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $126,005 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,029 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $4,221 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $28,215 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $442 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $4,272 |
Administrative expenses (other) incurred | 2010-12-31 | $69,494 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,528,702 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $29,466,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $27,937,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | Yes |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $66,215 |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $106,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $19,565,268 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $18,742,078 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $9,427,407 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $8,926,936 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $472,282 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $260,219 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $260,219 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,777,896 |
Income. Dividends from common stock | 2010-12-31 | $307,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,118,234 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,339,686 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $888,566 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GOULET, SALVIDIO & ASSOCIATES PC. |
Accountancy firm EIN | 2010-12-31 | 042623065 |
2009 : WORCESTER PLUMBERS & PIPEFITTERS UNION LOCAL NO. 4 PENSION PLAN 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |