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PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 401k Plan overview

Plan NamePLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND
Plan identification number 001

PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PLUMBERS & STEAMFITTERS LOCAL 47 OF NORTHWEST PA RETIREMENT FUND has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS & STEAMFITTERS LOCAL 47 OF NORTHWEST PA RETIREMENT FUND
Employer identification number (EIN):251380822
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01KENNETH J. BROADBENT
0012014-01-01KENNETH J. BROADBENT
0012013-01-01KEVIN MCCARL
0012012-01-01KEVIN MCCARL
0012011-01-01RICHARD A GHERING
0012009-01-01RICHARD A GHERING KEVIN MCCARL2010-10-14

Plan Statistics for PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND

Measure Date Value
2015: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,635
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Number of employers contributing to the scheme2015-01-0142
2014: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,683
Total number of active participants reported on line 7a of the Form 55002014-01-011,087
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-01530
Total of all active and inactive participants2014-01-011,633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,635
Number of participants with account balances2014-01-011,635
Number of employers contributing to the scheme2014-01-0159
2013: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,616
Total number of active participants reported on line 7a of the Form 55002013-01-011,061
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01605
Total of all active and inactive participants2013-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,683
Number of participants with account balances2013-01-011,683
Number of employers contributing to the scheme2013-01-0159
2012: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,687
Total number of active participants reported on line 7a of the Form 55002012-01-01924
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-01671
Total of all active and inactive participants2012-01-011,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,616
Number of participants with account balances2012-01-011,616
Number of employers contributing to the scheme2012-01-0163
2011: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,716
Total number of active participants reported on line 7a of the Form 55002011-01-01809
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-01854
Total of all active and inactive participants2011-01-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,687
Number of participants with account balances2011-01-011,687
Number of employers contributing to the scheme2011-01-0159
2009: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,825
Total number of active participants reported on line 7a of the Form 55002009-01-01921
Number of retired or separated participants receiving benefits2009-01-0125
Number of other retired or separated participants entitled to future benefits2009-01-01843
Total of all active and inactive participants2009-01-011,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,792
Number of participants with account balances2009-01-011,792
Number of employers contributing to the scheme2009-01-0159

Financial Data on PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND

Measure Date Value
2015 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2015 401k financial data
Total transfer of assets from this plan2015-05-31$66,716,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$17,808
Total income from all sources (including contributions)2015-05-31$2,834,040
Total of all expenses incurred2015-05-31$1,923,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$1,751,144
Expenses. Certain deemed distributions of participant loans2015-05-31$9,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$585,229
Value of total assets at end of year2015-05-31$0
Value of total assets at beginning of year2015-05-31$65,823,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$163,268
Total interest from all sources2015-05-31$15,715
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$301,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$301,987
Administrative expenses professional fees incurred2015-05-31$23,201
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Participant contributions at beginning of year2015-05-31$2,642,455
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$93,072
Other income not declared elsewhere2015-05-31$75,068
Administrative expenses (other) incurred2015-05-31$101,974
Liabilities. Value of operating payables at beginning of year2015-05-31$17,808
Total non interest bearing cash at beginning of year2015-05-31$322,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$910,262
Value of net assets at end of year (total assets less liabilities)2015-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$65,805,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$10,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$57,496,414
Interest on participant loans2015-05-31$15,715
Value of interest in common/collective trusts at beginning of year2015-05-31$4,844,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$214,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$214,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$1,825,229
Net investment gain or loss from common/collective trusts2015-05-31$30,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$585,229
Employer contributions (assets) at beginning of year2015-05-31$210,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$1,751,144
Contract administrator fees2015-05-31$28,000
Did the plan have assets held for investment2015-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31CYPHER & CYPHER
Accountancy firm EIN2015-05-31251385288
2014 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,642
Total income from all sources (including contributions)2014-12-31$6,367,061
Total of all expenses incurred2014-12-31$4,269,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,992,902
Expenses. Certain deemed distributions of participant loans2014-12-31$55,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,026,487
Value of total assets at end of year2014-12-31$65,823,807
Value of total assets at beginning of year2014-12-31$63,711,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$221,208
Total interest from all sources2014-12-31$38,033
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,440,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,440,866
Administrative expenses professional fees incurred2014-12-31$65,421
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
Participant contributions at end of year2014-12-31$2,642,455
Participant contributions at beginning of year2014-12-31$2,524,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$93,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$55,636
Other income not declared elsewhere2014-12-31$115,191
Administrative expenses (other) incurred2014-12-31$82,762
Liabilities. Value of operating payables at end of year2014-12-31$17,808
Liabilities. Value of operating payables at beginning of year2014-12-31$3,642
Total non interest bearing cash at end of year2014-12-31$322,197
Total non interest bearing cash at beginning of year2014-12-31$243,951
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$2,097,905
Value of net assets at end of year (total assets less liabilities)2014-12-31$65,805,999
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$63,708,094
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$23,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$57,496,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,127,308
Interest on participant loans2014-12-31$38,033
Value of interest in common/collective trusts at end of year2014-12-31$4,844,875
Value of interest in common/collective trusts at beginning of year2014-12-31$4,374,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$214,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$230,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$230,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$677,698
Net investment gain or loss from common/collective trusts2014-12-31$68,786
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$2,026,487
Employer contributions (assets) at end of year2014-12-31$210,517
Employer contributions (assets) at beginning of year2014-12-31$155,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,992,902
Contract administrator fees2014-12-31$49,300
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
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 name2014-12-31CYPHER & CYPHER
Accountancy firm EIN2014-12-31251385288
2013 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,245
Total income from all sources (including contributions)2013-12-31$13,576,280
Total of all expenses incurred2013-12-31$5,177,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,883,436
Expenses. Certain deemed distributions of participant loans2013-12-31$93,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,840,439
Value of total assets at end of year2013-12-31$63,711,736
Value of total assets at beginning of year2013-12-31$55,317,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$200,317
Total interest from all sources2013-12-31$37,916
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,121,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,121,914
Administrative expenses professional fees incurred2013-12-31$19,052
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$2,524,653
Participant contributions at beginning of year2013-12-31$2,506,984
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$55,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$37,783
Other income not declared elsewhere2013-12-31$117,856
Administrative expenses (other) incurred2013-12-31$83,436
Liabilities. Value of operating payables at end of year2013-12-31$3,642
Liabilities. Value of operating payables at beginning of year2013-12-31$8,245
Total non interest bearing cash at end of year2013-12-31$243,951
Total non interest bearing cash at beginning of year2013-12-31$164,167
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$8,399,191
Value of net assets at end of year (total assets less liabilities)2013-12-31$63,708,094
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,308,903
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$54,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,127,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,275,936
Interest on participant loans2013-12-31$37,916
Value of interest in common/collective trusts at end of year2013-12-31$4,374,225
Value of interest in common/collective trusts at beginning of year2013-12-31$5,012,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$230,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$176,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$176,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,379,312
Net investment gain or loss from common/collective trusts2013-12-31$78,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,840,439
Employer contributions (assets) at end of year2013-12-31$155,542
Employer contributions (assets) at beginning of year2013-12-31$143,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,883,436
Contract administrator fees2013-12-31$43,750
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
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 name2013-12-31CYPHER & CYPHER
Accountancy firm EIN2013-12-31251385288
2012 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,018
Total income from all sources (including contributions)2012-12-31$7,722,456
Total of all expenses incurred2012-12-31$1,889,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,614,847
Expenses. Certain deemed distributions of participant loans2012-12-31$76,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,753,529
Value of total assets at end of year2012-12-31$55,317,148
Value of total assets at beginning of year2012-12-31$49,479,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$197,801
Total interest from all sources2012-12-31$37,427
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,249,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,249,177
Administrative expenses professional fees incurred2012-12-31$23,579
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,753,529
Amount contributed by the employer to the plan for this plan year2012-12-31$1,753,529
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$2,506,984
Participant contributions at beginning of year2012-12-31$2,476,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$37,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$53,773
Other income not declared elsewhere2012-12-31$89,492
Administrative expenses (other) incurred2012-12-31$99,300
Liabilities. Value of operating payables at end of year2012-12-31$8,245
Liabilities. Value of operating payables at beginning of year2012-12-31$4,018
Total non interest bearing cash at end of year2012-12-31$164,167
Total non interest bearing cash at beginning of year2012-12-31$104,131
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$5,833,276
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,308,903
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$49,475,627
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$36,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$47,275,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,985,700
Interest on participant loans2012-12-31$37,427
Value of interest in common/collective trusts at end of year2012-12-31$5,012,177
Value of interest in common/collective trusts at beginning of year2012-12-31$4,592,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$176,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$141,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$141,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,496,526
Net investment gain or loss from common/collective trusts2012-12-31$96,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$1,753,529
Employer contributions (assets) at end of year2012-12-31$143,523
Employer contributions (assets) at beginning of year2012-12-31$125,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,614,847
Contract administrator fees2012-12-31$38,400
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
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 name2012-12-31CYPHER & CYPHER
Accountancy firm EIN2012-12-31251385288
2011 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,351
Total income from all sources (including contributions)2011-12-31$1,873,388
Total of all expenses incurred2011-12-31$3,650,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,399,529
Expenses. Certain deemed distributions of participant loans2011-12-31$65,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,675,451
Value of total assets at end of year2011-12-31$49,479,645
Value of total assets at beginning of year2011-12-31$51,256,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$184,697
Total interest from all sources2011-12-31$40,856
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,438,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,438,152
Administrative expenses professional fees incurred2011-12-31$26,015
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,675,451
Amount contributed by the employer to the plan for this plan year2011-12-31$1,675,451
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$2,476,213
Participant contributions at beginning of year2011-12-31$2,404,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$53,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$69,192
Other income not declared elsewhere2011-12-31$77,298
Administrative expenses (other) incurred2011-12-31$93,443
Liabilities. Value of operating payables at end of year2011-12-31$4,018
Liabilities. Value of operating payables at beginning of year2011-12-31$4,351
Total non interest bearing cash at end of year2011-12-31$104,131
Total non interest bearing cash at beginning of year2011-12-31$123,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,776,813
Value of net assets at end of year (total assets less liabilities)2011-12-31$49,475,627
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,252,440
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$22,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$41,985,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,668,591
Interest on participant loans2011-12-31$40,856
Value of interest in common/collective trusts at end of year2011-12-31$4,592,933
Value of interest in common/collective trusts at beginning of year2011-12-31$4,696,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$141,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$172,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$172,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,467,231
Net investment gain or loss from common/collective trusts2011-12-31$108,862
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$1,675,451
Employer contributions (assets) at end of year2011-12-31$125,061
Employer contributions (assets) at beginning of year2011-12-31$121,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,399,529
Contract administrator fees2011-12-31$42,400
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
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 name2011-12-31CYPHER & CYPHER
Accountancy firm EIN2011-12-31251385288
2010 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,422
Total income from all sources (including contributions)2010-12-31$6,366,665
Total of all expenses incurred2010-12-31$4,129,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,840,066
Expenses. Certain deemed distributions of participant loans2010-12-31$117,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,494,107
Value of total assets at end of year2010-12-31$51,256,791
Value of total assets at beginning of year2010-12-31$49,019,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$171,953
Total interest from all sources2010-12-31$48,647
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,004,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,004,545
Administrative expenses professional fees incurred2010-12-31$26,895
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,494,107
Amount contributed by the employer to the plan for this plan year2010-12-31$1,494,107
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$2,404,578
Participant contributions at beginning of year2010-12-31$2,414,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$69,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$63,423
Other income not declared elsewhere2010-12-31$53,646
Administrative expenses (other) incurred2010-12-31$84,838
Liabilities. Value of operating payables at end of year2010-12-31$4,351
Liabilities. Value of operating payables at beginning of year2010-12-31$3,422
Total non interest bearing cash at end of year2010-12-31$123,649
Total non interest bearing cash at beginning of year2010-12-31$154,288
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$2,236,758
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,252,440
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,015,682
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$22,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$43,668,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,858,760
Interest on participant loans2010-12-31$48,647
Value of interest in common/collective trusts at end of year2010-12-31$4,696,718
Value of interest in common/collective trusts at beginning of year2010-12-31$4,238,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$172,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$185,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$185,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,667,202
Net investment gain or loss from common/collective trusts2010-12-31$98,518
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$1,494,107
Employer contributions (assets) at end of year2010-12-31$121,196
Employer contributions (assets) at beginning of year2010-12-31$104,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,840,066
Contract administrator fees2010-12-31$38,100
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
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 name2010-12-31CYPHER & CYPHER
Accountancy firm EIN2010-12-31251385288
2009 : PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$1,259,635
Amount contributed by the employer to the plan for this plan year2009-12-31$1,259,635

Form 5500 Responses for PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND

2015: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 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 & STEAMFITTERS LOCAL 47 RETIREMENT FUND 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 & STEAMFITTERS LOCAL 47 RETIREMENT FUND 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 & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & STEAMFITTERS LOCAL 47 RETIREMENT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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