TRUSTEES OF PLUMBERS & STEAMFITTERS US & CANADA LOCAL 6 HEALTH & WELFA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS US & CANADA LOCAL 6 HEALTH & WELFARE FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS US & CANADA LOCAL 6 HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2013 : PLUMBERS & STEAMFITTERS US & CANADA LOCAL 6 HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-55,082 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-55,082 |
| Total transfer of assets from this plan | 2013-12-31 | $6,142,713 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $231,110 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,232,152 |
| Total loss/gain on sale of assets | 2013-12-31 | $-8,904 |
| Total of all expenses incurred | 2013-12-31 | $2,981,599 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,729,284 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,692,748 |
| Value of total assets at end of year | 2013-12-31 | $0 |
| Value of total assets at beginning of year | 2013-12-31 | $6,123,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $252,315 |
| Total interest from all sources | 2013-12-31 | $132,592 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $38,037 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $31,121 |
| Administrative expenses professional fees incurred | 2013-12-31 | $67,548 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $154,734 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,497,664 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $43,263 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $52,306 |
| Other income not declared elsewhere | 2013-12-31 | $5,314 |
| Administrative expenses (other) incurred | 2013-12-31 | $20,057 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $13,410 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $220,043 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $250,553 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,892,160 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $29,662 |
| Income. Interest from US Government securities | 2013-12-31 | $37,330 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $94,922 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $167,864 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $167,864 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $340 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $199,394 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $1,296,513 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $427,447 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,538,014 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $218,928 |
| Income. Dividends from common stock | 2013-12-31 | $6,916 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,486,627 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $2,401,703 |
| Contract administrator fees | 2013-12-31 | $135,048 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $268,249 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $217,700 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2013-12-31 | $1,763,701 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,772,605 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2013-12-31 | 320043599 |
| 2012 : PLUMBERS & STEAMFITTERS US & CANADA LOCAL 6 HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $220,189 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $220,189 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $231,110 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $504,071 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,434,144 |
| Total loss/gain on sale of assets | 2012-12-31 | $27,362 |
| Total of all expenses incurred | 2012-12-31 | $3,190,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,939,850 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,999,061 |
| Value of total assets at end of year | 2012-12-31 | $6,123,270 |
| Value of total assets at beginning of year | 2012-12-31 | $6,152,388 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $250,451 |
| Total interest from all sources | 2012-12-31 | $175,633 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $6,860 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $64,149 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $172,753 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,497,664 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,449,765 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $52,306 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $51,572 |
| Other income not declared elsewhere | 2012-12-31 | $5,039 |
| Administrative expenses (other) incurred | 2012-12-31 | $24,991 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $13,410 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $2,771 |
| Total non interest bearing cash at end of year | 2012-12-31 | $220,043 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $-13,354 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $243,843 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,892,160 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,648,317 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $28,915 |
| Interest earned on other investments | 2012-12-31 | $33,206 |
| Income. Interest from US Government securities | 2012-12-31 | $39,141 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $101,386 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $167,864 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $673,902 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $673,902 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,900 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $34,026 |
| Asset value of US Government securities at end of year | 2012-12-31 | $1,296,513 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $1,075,357 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,826,308 |
| Employer contributions (assets) at end of year | 2012-12-31 | $218,928 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $235,971 |
| Income. Dividends from common stock | 2012-12-31 | $6,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,905,824 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $2,401,703 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $2,446,449 |
| Contract administrator fees | 2012-12-31 | $132,396 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $268,249 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $232,726 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $217,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $501,300 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $2,005,840 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,978,478 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | LEGACY PROFESSIONAL LLP |
| Accountancy firm EIN | 2012-12-31 | 320043599 |
| 2010 : PLUMBERS & STEAMFITTERS US & CANADA LOCAL 6 HEALTH & WELFARE FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $18,809 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $18,809 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $248,458 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $319,116 |
| Total income from all sources (including contributions) | 2010-12-31 | $3,060,922 |
| Total loss/gain on sale of assets | 2010-12-31 | $-1,747 |
| Total of all expenses incurred | 2010-12-31 | $2,425,232 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,151,961 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,718,728 |
| Value of total assets at end of year | 2010-12-31 | $5,970,118 |
| Value of total assets at beginning of year | 2010-12-31 | $5,405,086 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $273,271 |
| Total interest from all sources | 2010-12-31 | $137,150 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $26,795 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $22,110 |
| Administrative expenses professional fees incurred | 2010-12-31 | $87,903 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $202,592 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $52,535 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $56,202 |
| Other income not declared elsewhere | 2010-12-31 | $4,275 |
| Administrative expenses (other) incurred | 2010-12-31 | $30,331 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $5,758 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $3,016 |
| Total non interest bearing cash at end of year | 2010-12-31 | $21,701 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $31,066 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $635,690 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,721,660 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,085,970 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $27,117 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,378,743 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,007,022 |
| Income. Interest from US Government securities | 2010-12-31 | $43,881 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $74,992 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,154,809 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,617,643 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,617,643 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $18,277 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $53,224 |
| Asset value of US Government securities at end of year | 2010-12-31 | $1,043,808 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $1,011,693 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $156,912 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,516,136 |
| Employer contributions (assets) at end of year | 2010-12-31 | $226,422 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $208,875 |
| Income. Dividends from common stock | 2010-12-31 | $4,685 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,098,737 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,846,538 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,253,119 |
| Contract administrator fees | 2010-12-31 | $127,920 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $245,562 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $219,466 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $242,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $316,100 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $1,609,393 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,611,140 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2010-12-31 | 320043599 |
