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PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 401k Plan overview

Plan NamePLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373
Plan identification number 001

PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL UNION 373 U.A. PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES LOCAL UNION 373 U.A. PENSION FUND
Employer identification number (EIN):131758289
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THOMAS GANDOLFINI2023-10-16 KANE ARMISTEAD2023-10-16
0012021-01-01ROBERT AMBROSETTI2022-10-14 KANE ARMISTEAD2022-10-14
0012020-01-01ROBERT AMBROSETTI2021-10-12 KANE ARMISTEAD2021-10-12
0012019-01-01ROBERT AMBROSETTI2020-10-15 KANE ARMISTEAD2020-10-15
0012018-01-01ROBERT AMBROSETTI2019-10-15 RICHARD PFORTE2019-10-15
0012018-01-01ROBERT AMBROSETTI2019-10-15 RICHARD PFORTE2019-10-15
0012018-01-01ROBERT AMBROSETTI2019-10-15 RICHARD PFORTE2019-10-15
0012017-01-01
0012016-01-01ROBERT AMBROSETTI RICHARD PFORTE2017-10-03
0012015-01-01ROBERT AMBROSETTI RICHARD PFORTE2016-10-12
0012014-01-01ROBERT AMBROSETTI RICHARD PFORTE2015-09-30
0012013-01-01DANIEL MIESNER ROBERT AMBROSETTI2014-09-23
0012012-01-01DANIEL MIESNER ROBERT AMBROSETTI2013-10-07
0012011-01-01DANIEL MIESNER ROBERT AMBROSETTI2012-10-11
0012009-01-01DANIEL MIESNER ROBERT AMBROSETTI2010-10-05

Plan Statistics for PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373

401k plan membership statisitcs for PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373

Measure Date Value
2022: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2022 401k membership
Current value of assets2022-12-3166,210,919
Acturial value of assets for funding standard account2022-12-3159,445,888
Accrued liability for plan using immediate gains methods2022-12-3168,838,756
Accrued liability under unit credit cost method2022-12-3168,838,756
RPA 94 current liability2022-12-31131,436,590
Expected increase in current liability due to benefits accruing during the plan year2022-12-311,711,109
Expected release from RPA 94 current liability for plan year2022-12-314,899,828
Expected plan disbursements for the plan year2022-12-315,199,828
Current value of assets2022-12-3166,210,919
Number of retired participants and beneficiaries receiving payment2022-12-31260
Current liability for retired participants and beneficiaries receiving payment2022-12-3155,534,459
Number of terminated vested participants2022-12-31148
Current liability for terminated vested participants2022-12-3129,723,454
Current liability for active participants non vested benefits2022-12-31538,577
Current liability for active participants vested benefits2022-12-3145,640,100
Total number of active articipats2022-12-31218
Current liability for active participants2022-12-3146,178,677
Total participant count with liabilities2022-12-31626
Total current liabilitoes for participants with libailities2022-12-31131,436,590
Total employer contributions in plan year2022-12-314,318,481
Employer’s normal cost for plan year as of valuation date2022-12-31839,845
Prior year credit balance2022-12-314,209,661
Amortization credits as of valuation date2022-12-311,740,446
Total participants, beginning-of-year2022-01-01617
Total number of active participants reported on line 7a of the Form 55002022-01-01216
Number of retired or separated participants receiving benefits2022-01-01202
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0156
Total participants2022-01-01618
Number of employers contributing to the scheme2022-01-0140
2021: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2021 401k membership
Current value of assets2021-12-3157,576,514
Acturial value of assets for funding standard account2021-12-3153,647,847
Accrued liability for plan using immediate gains methods2021-12-3168,292,781
Accrued liability under unit credit cost method2021-12-3168,292,781
RPA 94 current liability2021-12-31127,707,544
Expected increase in current liability due to benefits accruing during the plan year2021-12-311,685,805
Expected release from RPA 94 current liability for plan year2021-12-314,675,662
Expected plan disbursements for the plan year2021-12-314,975,662
Current value of assets2021-12-3157,576,514
Number of retired participants and beneficiaries receiving payment2021-12-31263
Current liability for retired participants and beneficiaries receiving payment2021-12-3154,491,578
Number of terminated vested participants2021-12-31145
Current liability for terminated vested participants2021-12-3126,971,772
Current liability for active participants non vested benefits2021-12-31610,081
Current liability for active participants vested benefits2021-12-3145,634,113
Total number of active articipats2021-12-31226
Current liability for active participants2021-12-3146,244,194
Total participant count with liabilities2021-12-31634
Total current liabilitoes for participants with libailities2021-12-31127,707,544
Total employer contributions in plan year2021-12-314,044,835
Total employee contributions in plan year2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-31884,251
Prior year credit balance2021-12-314,324,505
Amortization credits as of valuation date2021-12-311,490,409
Total participants, beginning-of-year2021-01-01625
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-01201
Number of other retired or separated participants entitled to future benefits2021-01-01142
Total of all active and inactive participants2021-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0156
Total participants2021-01-01617
Number of employers contributing to the scheme2021-01-0139
2020: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2020 401k membership
Current value of assets2020-12-3151,989,159
Acturial value of assets for funding standard account2020-12-3149,567,805
Accrued liability for plan using immediate gains methods2020-12-3168,190,109
Accrued liability under unit credit cost method2020-12-3168,190,109
RPA 94 current liability2020-12-31119,382,130
Expected increase in current liability due to benefits accruing during the plan year2020-12-311,529,627
Expected release from RPA 94 current liability for plan year2020-12-314,778,325
Expected plan disbursements for the plan year2020-12-315,078,325
Current value of assets2020-12-3151,989,159
Number of retired participants and beneficiaries receiving payment2020-12-31267
Current liability for retired participants and beneficiaries receiving payment2020-12-3153,219,057
Number of terminated vested participants2020-12-31139
Current liability for terminated vested participants2020-12-3122,223,675
Current liability for active participants non vested benefits2020-12-31449,931
Current liability for active participants vested benefits2020-12-3143,489,467
Total number of active articipats2020-12-31236
Current liability for active participants2020-12-3143,939,398
Total participant count with liabilities2020-12-31642
Total current liabilitoes for participants with libailities2020-12-31119,382,130
Total employer contributions in plan year2020-12-314,210,980
Employer’s normal cost for plan year as of valuation date2020-12-31894,375
Prior year credit balance2020-12-314,656,868
Amortization credits as of valuation date2020-12-311,664,628
Total participants, beginning-of-year2020-01-01642
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-01204
Number of other retired or separated participants entitled to future benefits2020-01-01140
Total of all active and inactive participants2020-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0155
Total participants2020-01-01625
Number of employers contributing to the scheme2020-01-0140
2019: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2019 401k membership
Current value of assets2019-12-3143,127,503
Acturial value of assets for funding standard account2019-12-3146,268,369
Accrued liability for plan using immediate gains methods2019-12-3165,474,558
Accrued liability under unit credit cost method2019-12-3165,474,558
RPA 94 current liability2019-12-31116,920,528
Expected increase in current liability due to benefits accruing during the plan year2019-12-311,540,995
Expected release from RPA 94 current liability for plan year2019-12-314,701,616
Expected plan disbursements for the plan year2019-12-315,001,616
Current value of assets2019-12-3143,127,503
Number of retired participants and beneficiaries receiving payment2019-12-31266
Current liability for retired participants and beneficiaries receiving payment2019-12-3152,571,589
Number of terminated vested participants2019-12-31136
Current liability for terminated vested participants2019-12-3120,792,972
Current liability for active participants non vested benefits2019-12-31449,292
Current liability for active participants vested benefits2019-12-3143,106,675
Total number of active articipats2019-12-31242
Current liability for active participants2019-12-3143,555,967
Total participant count with liabilities2019-12-31644
Total current liabilitoes for participants with libailities2019-12-31116,920,528
Total employer contributions in plan year2019-12-314,920,693
Total employee contributions in plan year2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-31888,345
Prior year credit balance2019-12-314,261,531
Amortization credits as of valuation date2019-12-311,688,730
Total participants, beginning-of-year2019-01-01642
Total number of active participants reported on line 7a of the Form 55002019-01-01236
Number of retired or separated participants receiving benefits2019-01-01267
Number of other retired or separated participants entitled to future benefits2019-01-01139
Total of all active and inactive participants2019-01-01642
Total participants2019-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
Number of employers contributing to the scheme2019-01-0146
2018: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2018 401k membership
Current value of assets2018-12-3144,172,473
Acturial value of assets for funding standard account2018-12-3143,642,212
Accrued liability for plan using immediate gains methods2018-12-3164,965,931
Accrued liability under unit credit cost method2018-12-3164,965,931
RPA 94 current liability2018-12-31114,457,695
Expected increase in current liability due to benefits accruing during the plan year2018-12-311,597,219
Expected release from RPA 94 current liability for plan year2018-12-314,614,843
Expected plan disbursements for the plan year2018-12-314,914,843
Current value of assets2018-12-3144,172,473
Number of retired participants and beneficiaries receiving payment2018-12-31261
Current liability for retired participants and beneficiaries receiving payment2018-12-3148,461,555
Number of terminated vested participants2018-12-31136
Current liability for terminated vested participants2018-12-3119,931,294
Current liability for active participants non vested benefits2018-12-31258,147
Current liability for active participants vested benefits2018-12-3145,806,699
Total number of active articipats2018-12-31247
Current liability for active participants2018-12-3146,064,846
Total participant count with liabilities2018-12-31644
Total current liabilitoes for participants with libailities2018-12-31114,457,695
Total employer contributions in plan year2018-12-315,228,286
Employer’s normal cost for plan year as of valuation date2018-12-31918,805
Prior year credit balance2018-12-313,281,243
Amortization credits as of valuation date2018-12-312,059,895
Total participants, beginning-of-year2018-01-01644
Total number of active participants reported on line 7a of the Form 55002018-01-01242
Number of retired or separated participants receiving benefits2018-01-01266
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01644
Total participants2018-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
Number of employers contributing to the scheme2018-01-0144
2017: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2017 401k membership
Current value of assets2017-12-3136,759,428
Acturial value of assets for funding standard account2017-12-3140,073,781
Accrued liability for plan using immediate gains methods2017-12-3164,334,923
Accrued liability under unit credit cost method2017-12-3164,334,923
RPA 94 current liability2017-12-31115,391,442
Expected increase in current liability due to benefits accruing during the plan year2017-12-311,527,298
Expected release from RPA 94 current liability for plan year2017-12-314,728,629
Expected plan disbursements for the plan year2017-12-315,028,629
Current value of assets2017-12-3136,759,428
Number of retired participants and beneficiaries receiving payment2017-12-31269
Current liability for retired participants and beneficiaries receiving payment2017-12-3149,259,911
Number of terminated vested participants2017-12-31139
Current liability for terminated vested participants2017-12-3120,452,143
Current liability for active participants non vested benefits2017-12-31434,576
Current liability for active participants vested benefits2017-12-3145,244,812
Total number of active articipats2017-12-31228
Current liability for active participants2017-12-3145,679,388
Total participant count with liabilities2017-12-31636
Total current liabilitoes for participants with libailities2017-12-31115,391,442
Total employer contributions in plan year2017-12-316,142,575
Employer’s normal cost for plan year as of valuation date2017-12-31877,346
Prior year credit balance2017-12-311,427,906
Amortization credits as of valuation date2017-12-312,046,605
Total participants, beginning-of-year2017-01-01636
Total number of active participants reported on line 7a of the Form 55002017-01-01247
Number of retired or separated participants receiving benefits2017-01-01261
Number of other retired or separated participants entitled to future benefits2017-01-01136
Total of all active and inactive participants2017-01-01644
Total participants2017-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
Number of employers contributing to the scheme2017-01-0154
2016: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2016 401k membership
Current value of assets2016-12-3135,260,540
Acturial value of assets for funding standard account2016-12-3138,323,243
Accrued liability for plan using immediate gains methods2016-12-3162,345,897
Accrued liability under unit credit cost method2016-12-3162,345,897
RPA 94 current liability2016-12-31108,985,901
Expected increase in current liability due to benefits accruing during the plan year2016-12-311,361,163
Expected release from RPA 94 current liability for plan year2016-12-314,573,582
Expected plan disbursements for the plan year2016-12-314,873,582
Current value of assets2016-12-3135,260,540
Number of retired participants and beneficiaries receiving payment2016-12-31268
Current liability for retired participants and beneficiaries receiving payment2016-12-3148,066,718
Number of terminated vested participants2016-12-31141
Current liability for terminated vested participants2016-12-3119,163,945
Current liability for active participants non vested benefits2016-12-31376,861
Current liability for active participants vested benefits2016-12-3141,378,377
Total number of active articipats2016-12-31215
Current liability for active participants2016-12-3141,755,238
Total participant count with liabilities2016-12-31624
Total current liabilitoes for participants with libailities2016-12-31108,985,901
Total employer contributions in plan year2016-12-314,818,347
Employer’s normal cost for plan year as of valuation date2016-12-31841,017
Prior year credit balance2016-12-31606,312
Amortization credits as of valuation date2016-12-312,152,212
Total participants, beginning-of-year2016-01-01624
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-01269
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01636
Total participants2016-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
Number of employers contributing to the scheme2016-01-0151
2015: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2015 401k membership
Current value of assets2015-12-3135,397,122
Acturial value of assets for funding standard account2015-12-3137,621,730
Accrued liability for plan using immediate gains methods2015-12-3160,199,956
Accrued liability under unit credit cost method2015-12-3160,199,956
RPA 94 current liability2015-12-31104,081,012
Expected increase in current liability due to benefits accruing during the plan year2015-12-311,154,765
Expected release from RPA 94 current liability for plan year2015-12-314,449,401
Expected plan disbursements for the plan year2015-12-314,749,401
Current value of assets2015-12-3135,397,122
Number of retired participants and beneficiaries receiving payment2015-12-31269
Current liability for retired participants and beneficiaries receiving payment2015-12-3146,721,167
Number of terminated vested participants2015-12-31131
Current liability for terminated vested participants2015-12-3116,544,657
Current liability for active participants non vested benefits2015-12-31444,706
Current liability for active participants vested benefits2015-12-3140,370,482
Total number of active articipats2015-12-31231
Current liability for active participants2015-12-3140,815,188
Total participant count with liabilities2015-12-31631
Total current liabilitoes for participants with libailities2015-12-31104,081,012
Total employer contributions in plan year2015-12-313,896,443
Employer’s normal cost for plan year as of valuation date2015-12-31773,637
Prior year credit balance2015-12-31362,002
Amortization credits as of valuation date2015-12-312,152,211
Total participants, beginning-of-year2015-01-01631
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-01268
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-01624
Total participants2015-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
Number of employers contributing to the scheme2015-01-0143
2014: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2014 401k membership
Current value of assets2014-12-3134,131,559
Acturial value of assets for funding standard account2014-12-3137,125,356
Accrued liability for plan using immediate gains methods2014-12-3159,935,057
Accrued liability under unit credit cost method2014-12-3159,935,057
RPA 94 current liability2014-12-31102,076,521
Expected increase in current liability due to benefits accruing during the plan year2014-12-311,127,646
Expected release from RPA 94 current liability for plan year2014-12-314,483,936
Expected plan disbursements for the plan year2014-12-314,783,936
Current value of assets2014-12-3134,131,559
Number of retired participants and beneficiaries receiving payment2014-12-31270
Current liability for retired participants and beneficiaries receiving payment2014-12-3147,450,620
Number of terminated vested participants2014-12-31128
Current liability for terminated vested participants2014-12-3116,209,434
Current liability for active participants non vested benefits2014-12-31410,974
Current liability for active participants vested benefits2014-12-3138,005,493
Total number of active articipats2014-12-31231
Current liability for active participants2014-12-3138,416,467
Total participant count with liabilities2014-12-31629
Total current liabilitoes for participants with libailities2014-12-31102,076,521
Total employer contributions in plan year2014-12-313,417,848
Employer’s normal cost for plan year as of valuation date2014-12-31770,072
Prior year credit balance2014-12-31576,059
Amortization credits as of valuation date2014-12-312,173,257
Total participants, beginning-of-year2014-01-01629
Total number of active participants reported on line 7a of the Form 55002014-01-01231
Number of retired or separated participants receiving benefits2014-01-01269
Number of other retired or separated participants entitled to future benefits2014-01-01131
Total of all active and inactive participants2014-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-01648
Number of employers contributing to the scheme2014-01-0147
2013: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2013 401k membership
Current value of assets2013-12-3130,669,281
Acturial value of assets for funding standard account2013-12-3136,698,327
Accrued liability for plan using immediate gains methods2013-12-3159,562,640
Accrued liability under unit credit cost method2013-12-3159,562,640
RPA 94 current liability2013-12-3199,699,158
Expected increase in current liability due to benefits accruing during the plan year2013-12-311,015,314
Expected release from RPA 94 current liability for plan year2013-12-314,552,864
Expected plan disbursements for the plan year2013-12-314,852,864
Current value of assets2013-12-3130,669,281
Number of retired participants and beneficiaries receiving payment2013-12-31271
Current liability for retired participants and beneficiaries receiving payment2013-12-3147,925,183
Number of terminated vested participants2013-12-31136
Current liability for terminated vested participants2013-12-3116,954,538
Current liability for active participants non vested benefits2013-12-31331,420
Current liability for active participants vested benefits2013-12-3134,488,017
Total number of active articipats2013-12-31225
Current liability for active participants2013-12-3134,819,437
Total participant count with liabilities2013-12-31632
Total current liabilitoes for participants with libailities2013-12-3199,699,158
Total employer contributions in plan year2013-12-312,827,384
Value in reduction in liability resulting from the reduction in benefits2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31726,577
Prior year credit balance2013-12-311,257,681
Amortization credits as of valuation date2013-12-312,178,028
Total participants, beginning-of-year2013-01-01632
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of retired or separated participants receiving benefits2013-01-01223
Number of other retired or separated participants entitled to future benefits2013-01-01128
Total of all active and inactive participants2013-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0147
Total participants2013-01-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
Number of employers contributing to the scheme2013-01-0157
2012: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2012 401k membership
Total participants, beginning-of-year2012-01-01647
Total number of active participants reported on line 7a of the Form 55002012-01-01225
Number of retired or separated participants receiving benefits2012-01-01225
Number of other retired or separated participants entitled to future benefits2012-01-01136
Total of all active and inactive participants2012-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0146
Total participants2012-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
Number of employers contributing to the scheme2012-01-0153
2011: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2011 401k membership
Total participants, beginning-of-year2011-01-01657
Total number of active participants reported on line 7a of the Form 55002011-01-01255
Number of retired or separated participants receiving benefits2011-01-01235
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0146
Total participants2011-01-01647
Number of employers contributing to the scheme2011-01-0182
2009: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2009 401k membership
Total participants, beginning-of-year2009-01-01722
Total number of active participants reported on line 7a of the Form 55002009-01-01297
Number of retired or separated participants receiving benefits2009-01-01229
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0143
Total participants2009-01-01666
Number of employers contributing to the scheme2009-01-0164

Financial Data on PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373

Measure Date Value
2022 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-15,226,930
Total unrealized appreciation/depreciation of assets2022-12-31$-15,226,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,126,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,799,761
Total income from all sources (including contributions)2022-12-31$-6,426,122
Total loss/gain on sale of assets2022-12-31$3,477,305
Total of all expenses incurred2022-12-31$5,353,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,819,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,327,601
Value of total assets at end of year2022-12-31$57,558,400
Value of total assets at beginning of year2022-12-31$68,010,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$533,371
Total interest from all sources2022-12-31$566,015
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$409,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$34,188
Assets. Real estate other than employer real property at end of year2022-12-31$5,286,927
Assets. Real estate other than employer real property at beginning of year2022-12-31$3,896,555
Administrative expenses professional fees incurred2022-12-31$88,180
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$232,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$95,248
Assets. Loans (other than to participants) at end of year2022-12-31$35,979
Assets. Loans (other than to participants) at beginning of year2022-12-31$34,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,053,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,709,796
Other income not declared elsewhere2022-12-31$20,076
Administrative expenses (other) incurred2022-12-31$157,522
Liabilities. Value of operating payables at end of year2022-12-31$73,810
Liabilities. Value of operating payables at beginning of year2022-12-31$89,965
Total non interest bearing cash at end of year2022-12-31$637,066
Total non interest bearing cash at beginning of year2022-12-31$1,049,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,779,446
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,431,473
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$66,210,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$287,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,862,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,242,662
Income. Interest from US Government securities2022-12-31$182,712
Income. Interest from corporate debt instruments2022-12-31$353,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,145,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,251,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,251,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$29,885
Asset value of US Government securities at end of year2022-12-31$10,104,524
Asset value of US Government securities at beginning of year2022-12-31$8,595,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,327,601
Employer contributions (assets) at end of year2022-12-31$365,668
Employer contributions (assets) at beginning of year2022-12-31$378,186
Income. Dividends from common stock2022-12-31$375,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,819,953
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$9,147,671
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,938,986
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$17,738,013
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$20,518,741
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,907
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$9,532
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$182,739,844
Aggregate carrying amount (costs) on sale of assets2022-12-31$179,262,539
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Accountancy firm EIN2022-12-31222951202
2021 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,056,571
Total unrealized appreciation/depreciation of assets2021-12-31$6,056,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,799,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,601,202
Total income from all sources (including contributions)2021-12-31$13,548,540
Total loss/gain on sale of assets2021-12-31$2,722,257
Total of all expenses incurred2021-12-31$4,914,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,371,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,044,835
Value of total assets at end of year2021-12-31$68,010,692
Value of total assets at beginning of year2021-12-31$63,177,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$542,903
Total interest from all sources2021-12-31$398,710
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$324,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$3,896,567
Assets. Real estate other than employer real property at beginning of year2021-12-31$3,180,426
Administrative expenses professional fees incurred2021-12-31$87,980
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$95,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$119,406
Assets. Loans (other than to participants) at end of year2021-12-31$34,692
Assets. Loans (other than to participants) at beginning of year2021-12-31$33,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,709,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,500,771
Other income not declared elsewhere2021-12-31$2,039
Administrative expenses (other) incurred2021-12-31$155,860
Liabilities. Value of operating payables at end of year2021-12-31$89,965
Liabilities. Value of operating payables at beginning of year2021-12-31$100,431
Total non interest bearing cash at end of year2021-12-31$1,049,226
Total non interest bearing cash at beginning of year2021-12-31$986,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,634,417
Value of net assets at end of year (total assets less liabilities)2021-12-31$66,210,931
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,576,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$279,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,242,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,365,981
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$66,119
Income. Interest from corporate debt instruments2021-12-31$331,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,251,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,570,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,570,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,315
Asset value of US Government securities at end of year2021-12-31$8,595,528
Asset value of US Government securities at beginning of year2021-12-31$10,605,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,044,835
Employer contributions (assets) at end of year2021-12-31$378,186
Employer contributions (assets) at beginning of year2021-12-31$411,240
Income. Dividends from common stock2021-12-31$324,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,371,220
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,938,986
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$11,620,695
Contract administrator fees2021-12-31$19,800
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$20,518,741
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$16,265,739
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$9,532
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$17,157
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$128,208,951
Aggregate carrying amount (costs) on sale of assets2021-12-31$125,486,694
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Accountancy firm EIN2021-12-31222951202
2020 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,260,776
Total unrealized appreciation/depreciation of assets2020-12-31$3,260,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,601,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,410,495
Total income from all sources (including contributions)2020-12-31$10,637,997
Total loss/gain on sale of assets2020-12-31$2,383,801
Total of all expenses incurred2020-12-31$5,050,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,498,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,210,980
Value of total assets at end of year2020-12-31$63,177,716
Value of total assets at beginning of year2020-12-31$58,399,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$552,452
Total interest from all sources2020-12-31$463,308
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$317,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$3,180,426
Assets. Real estate other than employer real property at beginning of year2020-12-31$3,198,069
Administrative expenses professional fees incurred2020-12-31$104,825
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$119,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$75,235
Assets. Loans (other than to participants) at end of year2020-12-31$33,672
Assets. Loans (other than to participants) at beginning of year2020-12-31$30,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,267,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,382,318
Other income not declared elsewhere2020-12-31$1,330
Administrative expenses (other) incurred2020-12-31$179,912
Liabilities. Value of operating payables at end of year2020-12-31$333,999
Liabilities. Value of operating payables at beginning of year2020-12-31$28,177
Total non interest bearing cash at end of year2020-12-31$986,681
Total non interest bearing cash at beginning of year2020-12-31$773,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,587,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,576,514
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,989,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$248,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,365,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,830,531
Interest earned on other investments2020-12-31$14,606
Income. Interest from US Government securities2020-12-31$77,163
Income. Interest from corporate debt instruments2020-12-31$353,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,570,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,455,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,455,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$18,452
Asset value of US Government securities at end of year2020-12-31$10,605,796
Asset value of US Government securities at beginning of year2020-12-31$9,840,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,210,980
Employer contributions (assets) at end of year2020-12-31$411,240
Employer contributions (assets) at beginning of year2020-12-31$467,654
Income. Dividends from common stock2020-12-31$317,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,498,190
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$11,620,695
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$9,265,214
Contract administrator fees2020-12-31$19,407
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$16,265,739
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$12,438,801
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$17,157
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$24,782
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$177,778,726
Aggregate carrying amount (costs) on sale of assets2020-12-31$175,394,925
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Accountancy firm EIN2020-12-31222951202
2019 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,258,090
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,258,090
Total unrealized appreciation/depreciation of assets2019-12-31$6,258,090
Total unrealized appreciation/depreciation of assets2019-12-31$6,258,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,420,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,420,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,330,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,330,554
Total income from all sources (including contributions)2019-12-31$13,801,617
Total income from all sources (including contributions)2019-12-31$13,801,617
Total loss/gain on sale of assets2019-12-31$1,772,288
Total loss/gain on sale of assets2019-12-31$1,772,288
Total of all expenses incurred2019-12-31$4,939,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,400,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,400,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,920,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,920,693
Value of total assets at end of year2019-12-31$58,409,946
Value of total assets at end of year2019-12-31$58,409,946
Value of total assets at beginning of year2019-12-31$48,458,057
Value of total assets at beginning of year2019-12-31$48,458,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$539,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$539,296
Total interest from all sources2019-12-31$411,044
Total interest from all sources2019-12-31$411,044
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$433,203
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$433,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$127,652
Administrative expenses professional fees incurred2019-12-31$127,652
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,429,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$75,235
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$75,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$652,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$652,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,392,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,392,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,285,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,285,732
Other income not declared elsewhere2019-12-31$6,299
Other income not declared elsewhere2019-12-31$6,299
Administrative expenses (other) incurred2019-12-31$170,523
Administrative expenses (other) incurred2019-12-31$170,523
Liabilities. Value of operating payables at end of year2019-12-31$28,177
Liabilities. Value of operating payables at end of year2019-12-31$28,177
Liabilities. Value of operating payables at beginning of year2019-12-31$44,822
Liabilities. Value of operating payables at beginning of year2019-12-31$44,822
Total non interest bearing cash at end of year2019-12-31$773,457
Total non interest bearing cash at end of year2019-12-31$773,457
Total non interest bearing cash at beginning of year2019-12-31$1,276,197
Total non interest bearing cash at beginning of year2019-12-31$1,276,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,861,656
Value of net income/loss2019-12-31$8,861,656
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,989,159
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,989,159
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,127,503
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,127,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$220,421
Investment advisory and management fees2019-12-31$220,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,830,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,830,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,219,740
Income. Interest from US Government securities2019-12-31$85,403
Income. Interest from US Government securities2019-12-31$85,403
Income. Interest from corporate debt instruments2019-12-31$293,224
Income. Interest from corporate debt instruments2019-12-31$293,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,683,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,683,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,843,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,843,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,843,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,843,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,417
Asset value of US Government securities at end of year2019-12-31$9,840,270
Asset value of US Government securities at end of year2019-12-31$9,840,270
Asset value of US Government securities at beginning of year2019-12-31$7,804,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,920,693
Contributions received in cash from employer2019-12-31$4,920,693
Employer contributions (assets) at end of year2019-12-31$477,946
Employer contributions (assets) at end of year2019-12-31$477,946
Employer contributions (assets) at beginning of year2019-12-31$502,785
Employer contributions (assets) at beginning of year2019-12-31$502,785
Income. Dividends from common stock2019-12-31$433,203
Income. Dividends from common stock2019-12-31$433,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,400,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,400,665
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$9,265,214
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$9,265,214
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,703,905
Contract administrator fees2019-12-31$20,700
Contract administrator fees2019-12-31$20,700
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,438,801
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$12,438,801
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,992,625
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,992,625
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$24,782
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$24,782
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$32,407
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$32,407
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$188,848,963
Aggregate proceeds on sale of assets2019-12-31$188,848,963
Aggregate carrying amount (costs) on sale of assets2019-12-31$187,076,675
Aggregate carrying amount (costs) on sale of assets2019-12-31$187,076,675
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MARVIN AND COMPANY, P.C.
Accountancy firm name2019-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2019-12-31141567343
Accountancy firm EIN2019-12-31141567343
2018 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,199,414
Total unrealized appreciation/depreciation of assets2018-12-31$-3,199,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,330,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,462,325
Total income from all sources (including contributions)2018-12-31$3,783,781
Total loss/gain on sale of assets2018-12-31$848,253
Total of all expenses incurred2018-12-31$4,828,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,353,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,228,286
Value of total assets at end of year2018-12-31$48,458,057
Value of total assets at beginning of year2018-12-31$47,634,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$475,089
Total interest from all sources2018-12-31$371,017
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$531,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$100,153
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,429,864
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,703,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$652,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$80,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,285,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,457,333
Other income not declared elsewhere2018-12-31$4,013
Administrative expenses (other) incurred2018-12-31$164,876
Liabilities. Value of operating payables at end of year2018-12-31$44,822
Liabilities. Value of operating payables at beginning of year2018-12-31$4,992
Total non interest bearing cash at end of year2018-12-31$1,276,197
Total non interest bearing cash at beginning of year2018-12-31$3,027,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,044,970
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,127,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,172,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$189,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,219,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,640,909
Income. Interest from US Government securities2018-12-31$88,386
Income. Interest from corporate debt instruments2018-12-31$273,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,843,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,317,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,317,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,508
Asset value of US Government securities at end of year2018-12-31$7,804,969
Asset value of US Government securities at beginning of year2018-12-31$6,648,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,228,286
Employer contributions (assets) at end of year2018-12-31$502,785
Employer contributions (assets) at beginning of year2018-12-31$667,051
Income. Dividends from common stock2018-12-31$531,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,353,662
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$8,703,905
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,055,799
Contract administrator fees2018-12-31$20,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,992,625
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$11,493,312
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$32,407
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$111,328,102
Aggregate carrying amount (costs) on sale of assets2018-12-31$110,479,849
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2018-12-31141567343
2017 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,222,636
Total unrealized appreciation/depreciation of assets2017-12-31$4,222,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,462,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,010,659
Total income from all sources (including contributions)2017-12-31$12,109,111
Total loss/gain on sale of assets2017-12-31$1,004,736
Total of all expenses incurred2017-12-31$4,696,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,247,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,142,575
Value of total assets at end of year2017-12-31$47,634,798
Value of total assets at beginning of year2017-12-31$39,770,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$448,387
Total interest from all sources2017-12-31$296,001
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$431,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$100,327
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,703,903
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,856,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$80,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$88,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,457,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,006,331
Other income not declared elsewhere2017-12-31$11,186
Administrative expenses (other) incurred2017-12-31$148,500
Liabilities. Value of operating payables at end of year2017-12-31$4,992
Liabilities. Value of operating payables at beginning of year2017-12-31$4,328
Total non interest bearing cash at end of year2017-12-31$3,027,435
Total non interest bearing cash at beginning of year2017-12-31$1,515,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,413,045
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,172,473
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,759,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$178,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,640,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,509,365
Income. Interest from US Government securities2017-12-31$106,149
Income. Interest from corporate debt instruments2017-12-31$188,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,317,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$847,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$847,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,532
Asset value of US Government securities at end of year2017-12-31$6,648,844
Asset value of US Government securities at beginning of year2017-12-31$7,884,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,142,575
Employer contributions (assets) at end of year2017-12-31$667,051
Employer contributions (assets) at beginning of year2017-12-31$649,244
Income. Dividends from common stock2017-12-31$431,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,247,679
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,055,799
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$5,739,584
Contract administrator fees2017-12-31$21,375
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$11,493,312
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$12,679,475
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$87,255,030
Aggregate carrying amount (costs) on sale of assets2017-12-31$86,250,294
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2017-12-31141567343
2016 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,914,799
Total unrealized appreciation/depreciation of assets2016-12-31$-2,914,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,010,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,608,518
Total income from all sources (including contributions)2016-12-31$6,214,317
Total loss/gain on sale of assets2016-12-31$3,532,725
Total of all expenses incurred2016-12-31$4,715,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,233,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,818,347
Value of total assets at end of year2016-12-31$39,770,087
Value of total assets at beginning of year2016-12-31$36,869,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$482,027
Total interest from all sources2016-12-31$282,228
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$487,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$100,569
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,856,558
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,673,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$88,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$72,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,006,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,608,518
Other income not declared elsewhere2016-12-31$8,219
Administrative expenses (other) incurred2016-12-31$125,986
Liabilities. Value of operating payables at end of year2016-12-31$4,328
Total non interest bearing cash at end of year2016-12-31$1,515,836
Total non interest bearing cash at beginning of year2016-12-31$935,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,498,888
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,759,428
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,260,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$232,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,509,365
Income. Interest from US Government securities2016-12-31$100,688
Income. Interest from corporate debt instruments2016-12-31$180,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$847,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,313,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,313,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,076
Asset value of US Government securities at end of year2016-12-31$7,884,035
Asset value of US Government securities at beginning of year2016-12-31$6,366,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,818,347
Employer contributions (assets) at end of year2016-12-31$649,244
Employer contributions (assets) at beginning of year2016-12-31$379,565
Income. Dividends from common stock2016-12-31$487,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,233,402
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,739,584
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$3,244,983
Contract administrator fees2016-12-31$22,725
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$12,679,475
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$22,883,431
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$116,428,957
Aggregate carrying amount (costs) on sale of assets2016-12-31$112,896,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2016-12-31141567343
2015 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,585,974
Total unrealized appreciation/depreciation of assets2015-12-31$-1,585,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,608,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,554,689
Total income from all sources (including contributions)2015-12-31$4,453,751
Total loss/gain on sale of assets2015-12-31$1,447,163
Total of all expenses incurred2015-12-31$4,590,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,111,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,896,443
Value of total assets at end of year2015-12-31$36,869,058
Value of total assets at beginning of year2015-12-31$37,951,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$479,133
Total interest from all sources2015-12-31$223,331
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$450,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$138,166
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,673,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$72,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$66,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,608,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,554,689
Other income not declared elsewhere2015-12-31$22,183
Administrative expenses (other) incurred2015-12-31$104,848
Total non interest bearing cash at end of year2015-12-31$935,233
Total non interest bearing cash at beginning of year2015-12-31$866,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-136,582
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,260,540
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,397,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$214,643
Income. Interest from US Government securities2015-12-31$89,771
Income. Interest from corporate debt instruments2015-12-31$132,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,313,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,126,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,126,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,170
Asset value of US Government securities at end of year2015-12-31$6,366,329
Asset value of US Government securities at beginning of year2015-12-31$7,657,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,896,443
Employer contributions (assets) at end of year2015-12-31$379,565
Employer contributions (assets) at beginning of year2015-12-31$425,462
Income. Dividends from common stock2015-12-31$450,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,111,200
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$3,244,983
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,894,413
Contract administrator fees2015-12-31$21,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$22,883,431
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$23,914,634
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$81,513,381
Aggregate carrying amount (costs) on sale of assets2015-12-31$80,066,218
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2015-12-31141567343
2014 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-206,127
Total unrealized appreciation/depreciation of assets2014-12-31$-206,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,554,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,404,960
Total income from all sources (including contributions)2014-12-31$5,928,123
Total loss/gain on sale of assets2014-12-31$2,114,155
Total of all expenses incurred2014-12-31$4,662,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,163,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,417,848
Value of total assets at end of year2014-12-31$37,951,811
Value of total assets at beginning of year2014-12-31$36,536,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$498,600
Total interest from all sources2014-12-31$210,723
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$371,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$94,131
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$66,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$74,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,554,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,404,960
Other income not declared elsewhere2014-12-31$20,116
Administrative expenses (other) incurred2014-12-31$108,043
Total non interest bearing cash at end of year2014-12-31$866,607
Total non interest bearing cash at beginning of year2014-12-31$797,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,265,563
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,397,122
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,131,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$214,166
Income. Interest from US Government securities2014-12-31$83,562
Income. Interest from corporate debt instruments2014-12-31$125,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,126,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,300,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,300,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,253
Asset value of US Government securities at end of year2014-12-31$7,657,764
Asset value of US Government securities at beginning of year2014-12-31$8,056,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,417,848
Employer contributions (assets) at end of year2014-12-31$425,462
Employer contributions (assets) at beginning of year2014-12-31$403,928
Income. Dividends from common stock2014-12-31$371,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,163,960
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,894,413
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,026,921
Contract administrator fees2014-12-31$82,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$23,914,634
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$22,876,315
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$89,642,904
Aggregate carrying amount (costs) on sale of assets2014-12-31$87,528,749
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2014-12-31141567343
2013 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,663,903
Total unrealized appreciation/depreciation of assets2013-12-31$2,663,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,404,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,350,339
Total income from all sources (including contributions)2013-12-31$8,157,349
Total loss/gain on sale of assets2013-12-31$2,031,566
Total of all expenses incurred2013-12-31$4,695,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,186,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,866,518
Value of total assets at end of year2013-12-31$36,536,519
Value of total assets at beginning of year2013-12-31$33,019,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$508,549
Total interest from all sources2013-12-31$221,868
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$367,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$89,941
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$74,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$67,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,404,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,350,339
Other income not declared elsewhere2013-12-31$5,942
Administrative expenses (other) incurred2013-12-31$123,159
Total non interest bearing cash at end of year2013-12-31$797,660
Total non interest bearing cash at beginning of year2013-12-31$738,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,462,278
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,131,559
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,669,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$213,225
Income. Interest from US Government securities2013-12-31$77,567
Income. Interest from corporate debt instruments2013-12-31$143,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,300,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,990,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,990,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,241
Asset value of US Government securities at end of year2013-12-31$8,056,392
Asset value of US Government securities at beginning of year2013-12-31$7,033,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,866,518
Employer contributions (assets) at end of year2013-12-31$403,928
Employer contributions (assets) at beginning of year2013-12-31$504,059
Income. Dividends from common stock2013-12-31$367,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,186,522
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,026,921
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,471,032
Contract administrator fees2013-12-31$82,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$22,876,315
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$19,214,337
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$96,831,739
Aggregate carrying amount (costs) on sale of assets2013-12-31$94,800,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2013-12-31141567343
2012 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,774,810
Total unrealized appreciation/depreciation of assets2012-12-31$1,774,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,350,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,536,862
Total income from all sources (including contributions)2012-12-31$6,193,568
Total loss/gain on sale of assets2012-12-31$1,079,980
Total of all expenses incurred2012-12-31$4,660,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,195,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,712,997
Value of total assets at end of year2012-12-31$33,019,620
Value of total assets at beginning of year2012-12-31$32,673,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$465,852
Total interest from all sources2012-12-31$255,284
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$370,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$96,454
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$67,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$90,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,350,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,536,862
Administrative expenses (other) incurred2012-12-31$93,983
Total non interest bearing cash at end of year2012-12-31$738,919
Total non interest bearing cash at beginning of year2012-12-31$273,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,532,580
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,669,281
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,136,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$193,191
Income. Interest from US Government securities2012-12-31$84,284
Income. Interest from corporate debt instruments2012-12-31$169,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,990,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,888,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,888,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,510
Asset value of US Government securities at end of year2012-12-31$7,033,734
Asset value of US Government securities at beginning of year2012-12-31$6,541,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,712,997
Employer contributions (assets) at end of year2012-12-31$504,059
Employer contributions (assets) at beginning of year2012-12-31$479,275
Income. Dividends from common stock2012-12-31$370,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,195,136
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,471,032
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,837,924
Contract administrator fees2012-12-31$82,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$19,214,337
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$18,553,460
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$119,510,488
Aggregate carrying amount (costs) on sale of assets2012-12-31$118,430,508
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2012-12-31141567343
2011 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,282,502
Total unrealized appreciation/depreciation of assets2011-12-31$-2,282,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,536,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,177,132
Total income from all sources (including contributions)2011-12-31$2,633,439
Total loss/gain on sale of assets2011-12-31$1,464,293
Total of all expenses incurred2011-12-31$4,765,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,277,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,695,602
Value of total assets at end of year2011-12-31$32,673,563
Value of total assets at beginning of year2011-12-31$32,445,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$487,439
Total interest from all sources2011-12-31$355,350
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$400,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$103,884
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-311286357
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$90,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$90,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,536,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,177,132
Administrative expenses (other) incurred2011-12-31$108,549
Total non interest bearing cash at end of year2011-12-31$273,953
Total non interest bearing cash at beginning of year2011-12-31$245,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,131,630
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,136,701
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,268,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$192,782
Income. Interest from US Government securities2011-12-31$191,218
Income. Interest from corporate debt instruments2011-12-31$162,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,888,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$974,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$974,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,224
Asset value of US Government securities at end of year2011-12-31$6,541,741
Asset value of US Government securities at beginning of year2011-12-31$6,288,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,695,602
Employer contributions (assets) at end of year2011-12-31$479,275
Employer contributions (assets) at beginning of year2011-12-31$297,054
Income. Dividends from common stock2011-12-31$400,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,277,630
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,837,924
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,039,839
Contract administrator fees2011-12-31$82,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$18,553,460
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$20,509,666
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$97,307,147
Aggregate carrying amount (costs) on sale of assets2011-12-31$95,842,854
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARVIN AND COMPANY, PC
Accountancy firm EIN2011-12-31141567343
2010 : PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-56,618
Total unrealized appreciation/depreciation of assets2010-12-31$-56,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,177,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$655,309
Total income from all sources (including contributions)2010-12-31$4,827,166
Total loss/gain on sale of assets2010-12-31$1,761,980
Total of all expenses incurred2010-12-31$4,607,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,137,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,345,682
Value of total assets at end of year2010-12-31$32,445,463
Value of total assets at beginning of year2010-12-31$31,703,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$469,740
Total interest from all sources2010-12-31$398,493
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$377,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$92,123
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-3136323
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$90,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$81,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,177,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$645,200
Administrative expenses (other) incurred2010-12-31$104,323
Liabilities. Value of operating payables at beginning of year2010-12-31$10,109
Total non interest bearing cash at end of year2010-12-31$245,400
Total non interest bearing cash at beginning of year2010-12-31$225,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$220,018
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,268,331
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,048,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$191,070
Income. Interest from US Government securities2010-12-31$197,510
Income. Interest from corporate debt instruments2010-12-31$199,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$974,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,086,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,086,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,296
Asset value of US Government securities at end of year2010-12-31$6,288,610
Asset value of US Government securities at beginning of year2010-12-31$4,916,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,345,682
Employer contributions (assets) at end of year2010-12-31$297,054
Employer contributions (assets) at beginning of year2010-12-31$228,834
Income. Dividends from common stock2010-12-31$377,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,137,408
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,039,839
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,462,709
Contract administrator fees2010-12-31$82,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$20,509,666
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$20,701,387
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$116,765,100
Aggregate carrying amount (costs) on sale of assets2010-12-31$115,003,120
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2010-12-31141567343

Form 5500 Responses for PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373

2022: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND STEAMFITTERS PENSION FUND LOCAL UNION 373 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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