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PLUMBERS LOCAL 27 PENSION FUND 401k Plan overview

Plan NamePLUMBERS LOCAL 27 PENSION FUND
Plan identification number 001

PLUMBERS LOCAL 27 PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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

PLUMBERS LOCAL 27 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS LOCAL 27 PENSION FUND
Employer identification number (EIN):256034928
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL 27 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARTY O'TOOLE
0012016-01-01MARTY O'TOOLE
0012016-01-01
0012015-01-01MARTY O'TOOLE
0012014-01-01MARTY O'TOOLE
0012013-01-01MARTY O'TOOLE
0012012-01-01MARTY O'TOOLE
0012011-01-01MARTY O'TOOLE
0012010-01-01THOMAS G. BIGLEY
0012009-01-01THOMAS G. BIGLEY REGIS R. CLAUS2010-10-07
0012009-01-01THOMAS G. BIGLEY REGIS R. CLAUS2010-09-23

Plan Statistics for PLUMBERS LOCAL 27 PENSION FUND

401k plan membership statisitcs for PLUMBERS LOCAL 27 PENSION FUND

Measure Date Value
2022: PLUMBERS LOCAL 27 PENSION FUND 2022 401k membership
Current value of assets2022-12-31147,122,701
Acturial value of assets for funding standard account2022-12-31131,556,837
Accrued liability for plan using immediate gains methods2022-12-31119,417,190
Accrued liability under unit credit cost method2022-12-31119,417,190
RPA 94 current liability2022-12-31258,855,498
Expected increase in current liability due to benefits accruing during the plan year2022-12-315,418,556
Expected release from RPA 94 current liability for plan year2022-12-317,581,914
Expected plan disbursements for the plan year2022-12-317,581,914
Current value of assets2022-12-31147,122,701
Number of retired participants and beneficiaries receiving payment2022-12-31482
Current liability for retired participants and beneficiaries receiving payment2022-12-3192,635,912
Number of terminated vested participants2022-12-31191
Current liability for terminated vested participants2022-12-3134,268,875
Current liability for active participants non vested benefits2022-12-317,900,233
Current liability for active participants vested benefits2022-12-31124,050,478
Total number of active articipats2022-12-31517
Current liability for active participants2022-12-31131,950,711
Total participant count with liabilities2022-12-311,190
Total current liabilitoes for participants with libailities2022-12-31258,855,498
Total employer contributions in plan year2022-12-316,185,277
Employer’s normal cost for plan year as of valuation date2022-12-311,813,572
Prior year credit balance2022-12-3126,938,502
Amortization credits as of valuation date2022-12-31471,198
Total participants, beginning-of-year2022-01-011,234
Total number of active participants reported on line 7a of the Form 55002022-01-01483
Number of retired or separated participants receiving benefits2022-01-01373
Number of other retired or separated participants entitled to future benefits2022-01-01174
Total of all active and inactive participants2022-01-011,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01160
Total participants2022-01-011,190
Number of employers contributing to the scheme2022-01-0162
2021: PLUMBERS LOCAL 27 PENSION FUND 2021 401k membership
Current value of assets2021-12-31128,619,143
Acturial value of assets for funding standard account2021-12-31118,137,636
Accrued liability for plan using immediate gains methods2021-12-31116,380,643
Accrued liability under unit credit cost method2021-12-31116,380,643
RPA 94 current liability2021-12-31242,089,699
Expected increase in current liability due to benefits accruing during the plan year2021-12-315,367,782
Expected release from RPA 94 current liability for plan year2021-12-317,400,993
Expected plan disbursements for the plan year2021-12-317,400,993
Current value of assets2021-12-31128,619,143
Number of retired participants and beneficiaries receiving payment2021-12-31520
Current liability for retired participants and beneficiaries receiving payment2021-12-3187,441,977
Number of terminated vested participants2021-12-31224
Current liability for terminated vested participants2021-12-3136,146,798
Current liability for active participants non vested benefits2021-12-316,430,000
Current liability for active participants vested benefits2021-12-31112,070,924
Total number of active articipats2021-12-31555
Current liability for active participants2021-12-31118,500,924
Total participant count with liabilities2021-12-311,299
Total current liabilitoes for participants with libailities2021-12-31242,089,699
Total employer contributions in plan year2021-12-315,766,529
Employer’s normal cost for plan year as of valuation date2021-12-311,815,603
Prior year credit balance2021-12-3125,369,878
Amortization credits as of valuation date2021-12-31471,198
Total participants, beginning-of-year2021-01-011,290
Total number of active participants reported on line 7a of the Form 55002021-01-01442
Number of retired or separated participants receiving benefits2021-01-01371
Number of other retired or separated participants entitled to future benefits2021-01-01309
Total of all active and inactive participants2021-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01112
Total participants2021-01-011,234
Number of employers contributing to the scheme2021-01-0161
2020: PLUMBERS LOCAL 27 PENSION FUND 2020 401k membership
Current value of assets2020-12-31114,563,817
Acturial value of assets for funding standard account2020-12-31107,790,155
Accrued liability for plan using immediate gains methods2020-12-31107,646,359
Accrued liability under unit credit cost method2020-12-31107,646,359
RPA 94 current liability2020-12-31218,857,881
Expected increase in current liability due to benefits accruing during the plan year2020-12-314,744,312
Expected release from RPA 94 current liability for plan year2020-12-317,275,966
Expected plan disbursements for the plan year2020-12-317,275,966
Current value of assets2020-12-31114,563,817
Number of retired participants and beneficiaries receiving payment2020-12-31545
Current liability for retired participants and beneficiaries receiving payment2020-12-3183,783,311
Number of terminated vested participants2020-12-31217
Current liability for terminated vested participants2020-12-3130,251,790
Current liability for active participants non vested benefits2020-12-315,336,019
Current liability for active participants vested benefits2020-12-3199,486,761
Total number of active articipats2020-12-31560
Current liability for active participants2020-12-31104,822,780
Total participant count with liabilities2020-12-311,322
Total current liabilitoes for participants with libailities2020-12-31218,857,881
Total employer contributions in plan year2020-12-315,546,839
Employer’s normal cost for plan year as of valuation date2020-12-311,727,180
Prior year credit balance2020-12-3123,804,374
Amortization credits as of valuation date2020-12-31221,948
Total participants, beginning-of-year2020-01-011,315
Total number of active participants reported on line 7a of the Form 55002020-01-01555
Number of retired or separated participants receiving benefits2020-01-01370
Number of other retired or separated participants entitled to future benefits2020-01-01224
Total of all active and inactive participants2020-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01141
Total participants2020-01-011,290
Number of employers contributing to the scheme2020-01-0163
2019: PLUMBERS LOCAL 27 PENSION FUND 2019 401k membership
Current value of assets2019-12-3195,086,128
Acturial value of assets for funding standard account2019-12-31101,643,730
Accrued liability for plan using immediate gains methods2019-12-31106,725,066
Accrued liability under unit credit cost method2019-12-31106,725,066
RPA 94 current liability2019-12-31213,541,839
Expected increase in current liability due to benefits accruing during the plan year2019-12-314,655,676
Expected release from RPA 94 current liability for plan year2019-12-317,138,721
Expected plan disbursements for the plan year2019-12-317,138,721
Current value of assets2019-12-3195,086,128
Number of retired participants and beneficiaries receiving payment2019-12-31563
Current liability for retired participants and beneficiaries receiving payment2019-12-3182,505,296
Number of terminated vested participants2019-12-31226
Current liability for terminated vested participants2019-12-3130,731,995
Current liability for active participants non vested benefits2019-12-314,873,892
Current liability for active participants vested benefits2019-12-3195,430,656
Total number of active articipats2019-12-31528
Current liability for active participants2019-12-31100,304,548
Total participant count with liabilities2019-12-311,317
Total current liabilitoes for participants with libailities2019-12-31213,541,839
Total employer contributions in plan year2019-12-316,031,863
Employer’s normal cost for plan year as of valuation date2019-12-311,753,360
Prior year credit balance2019-12-3122,439,620
Amortization credits as of valuation date2019-12-31103,318
Total participants, beginning-of-year2019-01-011,347
Total number of active participants reported on line 7a of the Form 55002019-01-01561
Number of retired or separated participants receiving benefits2019-01-01533
Number of other retired or separated participants entitled to future benefits2019-01-01221
Total of all active and inactive participants2019-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,315
Number of employers contributing to the scheme2019-01-0164
2018: PLUMBERS LOCAL 27 PENSION FUND 2018 401k membership
Current value of assets2018-12-31102,003,638
Acturial value of assets for funding standard account2018-12-3197,358,672
Accrued liability for plan using immediate gains methods2018-12-31101,640,758
Accrued liability under unit credit cost method2018-12-31101,640,758
RPA 94 current liability2018-12-31202,105,253
Expected increase in current liability due to benefits accruing during the plan year2018-12-314,563,043
Expected release from RPA 94 current liability for plan year2018-12-316,735,974
Expected plan disbursements for the plan year2018-12-316,735,974
Current value of assets2018-12-31102,003,638
Number of retired participants and beneficiaries receiving payment2018-12-31626
Current liability for retired participants and beneficiaries receiving payment2018-12-3165,215,688
Number of terminated vested participants2018-12-31234
Current liability for terminated vested participants2018-12-3139,146,360
Current liability for active participants non vested benefits2018-12-314,060,736
Current liability for active participants vested benefits2018-12-3193,682,469
Total number of active articipats2018-12-31501
Current liability for active participants2018-12-3197,743,205
Total participant count with liabilities2018-12-311,361
Total current liabilitoes for participants with libailities2018-12-31202,105,253
Total employer contributions in plan year2018-12-315,685,964
Employer’s normal cost for plan year as of valuation date2018-12-311,722,479
Prior year credit balance2018-12-3120,290,100
Amortization credits as of valuation date2018-12-31584,888
Total participants, beginning-of-year2018-01-011,372
Total number of active participants reported on line 7a of the Form 55002018-01-01560
Number of retired or separated participants receiving benefits2018-01-01406
Number of other retired or separated participants entitled to future benefits2018-01-01220
Total of all active and inactive participants2018-01-011,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01161
Total participants2018-01-011,347
Number of employers contributing to the scheme2018-01-0160
2017: PLUMBERS LOCAL 27 PENSION FUND 2017 401k membership
Current value of assets2017-12-3188,092,591
Acturial value of assets for funding standard account2017-12-3192,324,206
Accrued liability for plan using immediate gains methods2017-12-3198,693,843
Accrued liability under unit credit cost method2017-12-3198,693,843
RPA 94 current liability2017-12-31193,379,267
Expected increase in current liability due to benefits accruing during the plan year2017-12-314,595,176
Expected release from RPA 94 current liability for plan year2017-12-316,392,423
Expected plan disbursements for the plan year2017-12-316,392,423
Current value of assets2017-12-3188,092,591
Number of retired participants and beneficiaries receiving payment2017-12-31582
Current liability for retired participants and beneficiaries receiving payment2017-12-3165,163,480
Number of terminated vested participants2017-12-31216
Current liability for terminated vested participants2017-12-3132,801,166
Current liability for active participants non vested benefits2017-12-314,404,206
Current liability for active participants vested benefits2017-12-3191,010,415
Total number of active articipats2017-12-31497
Current liability for active participants2017-12-3195,414,621
Total participant count with liabilities2017-12-311,295
Total current liabilitoes for participants with libailities2017-12-31193,379,267
Total employer contributions in plan year2017-12-315,017,886
Employer’s normal cost for plan year as of valuation date2017-12-311,709,154
Prior year credit balance2017-12-3119,484,321
Amortization credits as of valuation date2017-12-31584,888
Total participants, beginning-of-year2017-01-011,295
Total number of active participants reported on line 7a of the Form 55002017-01-01529
Number of retired or separated participants receiving benefits2017-01-01445
Number of other retired or separated participants entitled to future benefits2017-01-01174
Total of all active and inactive participants2017-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01224
Total participants2017-01-011,372
Number of employers contributing to the scheme2017-01-0163
2016: PLUMBERS LOCAL 27 PENSION FUND 2016 401k membership
Current value of assets2016-12-3183,601,818
Acturial value of assets for funding standard account2016-12-3189,033,450
Accrued liability for plan using immediate gains methods2016-12-3196,295,166
Accrued liability under unit credit cost method2016-12-3196,295,166
RPA 94 current liability2016-12-31182,719,367
Expected increase in current liability due to benefits accruing during the plan year2016-12-314,325,085
Expected release from RPA 94 current liability for plan year2016-12-316,292,360
Expected plan disbursements for the plan year2016-12-316,292,360
Current value of assets2016-12-3183,601,818
Number of retired participants and beneficiaries receiving payment2016-12-31593
Current liability for retired participants and beneficiaries receiving payment2016-12-3166,793,338
Number of terminated vested participants2016-12-31210
Current liability for terminated vested participants2016-12-3127,896,505
Current liability for active participants non vested benefits2016-12-3188,029,524
Total number of active articipats2016-12-31490
Current liability for active participants2016-12-3188,029,524
Total participant count with liabilities2016-12-311,293
Total current liabilitoes for participants with libailities2016-12-31182,719,367
Total employer contributions in plan year2016-12-314,848,051
Employer’s normal cost for plan year as of valuation date2016-12-311,714,949
Prior year credit balance2016-12-3120,955,918
Amortization credits as of valuation date2016-12-31584,888
Total participants, beginning-of-year2016-01-011,115
Total number of active participants reported on line 7a of the Form 55002016-01-01497
Number of retired or separated participants receiving benefits2016-01-01404
Number of other retired or separated participants entitled to future benefits2016-01-01216
Total of all active and inactive participants2016-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01178
Total participants2016-01-011,295
Number of employers contributing to the scheme2016-01-0167
2015: PLUMBERS LOCAL 27 PENSION FUND 2015 401k membership
Current value of assets2015-12-3167,031,237
Acturial value of assets for funding standard account2015-12-3167,856,167
Accrued liability for plan using immediate gains methods2015-12-3172,746,879
Accrued liability under unit credit cost method2015-12-3172,746,879
RPA 94 current liability2015-12-31135,320,016
Expected increase in current liability due to benefits accruing during the plan year2015-12-313,188,485
Expected release from RPA 94 current liability for plan year2015-12-314,611,107
Expected plan disbursements for the plan year2015-12-314,611,107
Current value of assets2015-12-3167,031,237
Number of retired participants and beneficiaries receiving payment2015-12-31458
Current liability for retired participants and beneficiaries receiving payment2015-12-3151,894,605
Number of terminated vested participants2015-12-31178
Current liability for terminated vested participants2015-12-3118,773,171
Current liability for active participants non vested benefits2015-12-3164,652,240
Total number of active articipats2015-12-31377
Current liability for active participants2015-12-3164,652,240
Total participant count with liabilities2015-12-311,013
Total current liabilitoes for participants with libailities2015-12-31135,320,016
Total employer contributions in plan year2015-12-314,720,121
Employer’s normal cost for plan year as of valuation date2015-12-311,502,245
Prior year credit balance2015-12-3119,077,793
Amortization credits as of valuation date2015-12-311,610,616
Total participants, beginning-of-year2015-01-01953
Total number of active participants reported on line 7a of the Form 55002015-01-01508
Number of retired or separated participants receiving benefits2015-01-01274
Number of other retired or separated participants entitled to future benefits2015-01-01178
Total of all active and inactive participants2015-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01155
Total participants2015-01-011,115
Number of employers contributing to the scheme2015-01-0161
2014: PLUMBERS LOCAL 27 PENSION FUND 2014 401k membership
Current value of assets2014-12-3162,729,601
Acturial value of assets for funding standard account2014-12-3163,596,132
Accrued liability for plan using immediate gains methods2014-12-3164,419,368
Accrued liability under unit credit cost method2014-12-3164,419,368
RPA 94 current liability2014-12-31116,463,989
Expected increase in current liability due to benefits accruing during the plan year2014-12-313,169,548
Expected release from RPA 94 current liability for plan year2014-12-314,196,263
Expected plan disbursements for the plan year2014-12-314,196,263
Current value of assets2014-12-3162,729,601
Number of retired participants and beneficiaries receiving payment2014-12-31478
Current liability for retired participants and beneficiaries receiving payment2014-12-3147,181,530
Number of terminated vested participants2014-12-31176
Current liability for terminated vested participants2014-12-3117,209,622
Current liability for active participants non vested benefits2014-12-3152,072,837
Total number of active articipats2014-12-31368
Current liability for active participants2014-12-3152,072,837
Total participant count with liabilities2014-12-311,022
Total current liabilitoes for participants with libailities2014-12-31116,463,989
Total employer contributions in plan year2014-12-313,895,299
Employer’s normal cost for plan year as of valuation date2014-12-311,334,386
Prior year credit balance2014-12-3118,669,360
Amortization credits as of valuation date2014-12-311,610,616
Total participants, beginning-of-year2014-01-011,016
Total number of active participants reported on line 7a of the Form 55002014-01-01317
Number of retired or separated participants receiving benefits2014-01-01336
Number of other retired or separated participants entitled to future benefits2014-01-01178
Total of all active and inactive participants2014-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01122
Total participants2014-01-01953
Number of employers contributing to the scheme2014-01-0153
2013: PLUMBERS LOCAL 27 PENSION FUND 2013 401k membership
Current value of assets2013-12-3153,746,941
Acturial value of assets for funding standard account2013-12-3159,478,777
Accrued liability for plan using immediate gains methods2013-12-3162,142,916
Accrued liability under unit credit cost method2013-12-3162,142,916
RPA 94 current liability2013-12-31110,171,740
Expected increase in current liability due to benefits accruing during the plan year2013-12-313,003,568
Expected release from RPA 94 current liability for plan year2013-12-314,036,775
Expected plan disbursements for the plan year2013-12-314,036,775
Current value of assets2013-12-3153,746,941
Number of retired participants and beneficiaries receiving payment2013-12-31457
Current liability for retired participants and beneficiaries receiving payment2013-12-3143,686,080
Number of terminated vested participants2013-12-31175
Current liability for terminated vested participants2013-12-3116,793,189
Current liability for active participants non vested benefits2013-12-313,569,024
Current liability for active participants vested benefits2013-12-3146,123,447
Total number of active articipats2013-12-31375
Current liability for active participants2013-12-3149,692,471
Total participant count with liabilities2013-12-311,007
Total current liabilitoes for participants with libailities2013-12-31110,171,740
Total employer contributions in plan year2013-12-313,441,835
Employer’s normal cost for plan year as of valuation date2013-12-311,295,084
Prior year credit balance2013-12-3118,684,415
Amortization credits as of valuation date2013-12-311,610,616
Total participants, beginning-of-year2013-01-011,007
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-01351
Number of other retired or separated participants entitled to future benefits2013-01-01176
Total of all active and inactive participants2013-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01121
Total participants2013-01-011,016
Number of employers contributing to the scheme2013-01-0145
2012: PLUMBERS LOCAL 27 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,010
Total number of active participants reported on line 7a of the Form 55002012-01-01375
Number of retired or separated participants receiving benefits2012-01-01342
Number of other retired or separated participants entitled to future benefits2012-01-01175
Total of all active and inactive participants2012-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01115
Total participants2012-01-011,007
Number of employers contributing to the scheme2012-01-0150
2011: PLUMBERS LOCAL 27 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,038
Total number of active participants reported on line 7a of the Form 55002011-01-01379
Number of retired or separated participants receiving benefits2011-01-01343
Number of other retired or separated participants entitled to future benefits2011-01-01180
Total of all active and inactive participants2011-01-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01108
Total participants2011-01-011,010
Number of employers contributing to the scheme2011-01-0154
2010: PLUMBERS LOCAL 27 PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,049
Total number of active participants reported on line 7a of the Form 55002010-01-01396
Number of retired or separated participants receiving benefits2010-01-01351
Number of other retired or separated participants entitled to future benefits2010-01-01187
Total of all active and inactive participants2010-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01104
Total participants2010-01-011,038
Number of employers contributing to the scheme2010-01-0154
2009: PLUMBERS LOCAL 27 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,037
Total number of active participants reported on line 7a of the Form 55002009-01-01428
Number of retired or separated participants receiving benefits2009-01-01350
Number of other retired or separated participants entitled to future benefits2009-01-01169
Total of all active and inactive participants2009-01-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01102
Total participants2009-01-011,049
Number of employers contributing to the scheme2009-01-0155

Financial Data on PLUMBERS LOCAL 27 PENSION FUND

Measure Date Value
2022 : PLUMBERS LOCAL 27 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-923,916
Total unrealized appreciation/depreciation of assets2022-12-31$-923,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$319,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$42,830
Total income from all sources (including contributions)2022-12-31$-15,639,311
Total of all expenses incurred2022-12-31$8,437,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,093,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,185,277
Value of total assets at end of year2022-12-31$123,364,846
Value of total assets at beginning of year2022-12-31$147,165,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$344,547
Total interest from all sources2022-12-31$352,198
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,105,384
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$2,105,384
Administrative expenses professional fees incurred2022-12-31$104,356
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,214,272
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,364,497
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$13,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$42,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$24,981
Administrative expenses (other) incurred2022-12-31$59,103
Liabilities. Value of operating payables at end of year2022-12-31$319,158
Liabilities. Value of operating payables at beginning of year2022-12-31$42,830
Total non interest bearing cash at end of year2022-12-31$1,555,462
Total non interest bearing cash at beginning of year2022-12-31$617,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,077,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$123,045,688
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$147,122,701
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$76,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,862,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$106,829,038
Value of interest in pooled separate accounts at end of year2022-12-31$6,951,823
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,690,265
Value of interest in common/collective trusts at end of year2022-12-31$16,344,015
Value of interest in common/collective trusts at beginning of year2022-12-31$19,175,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$352,198
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$289,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,709,500
Net investment gain/loss from pooled separate accounts2022-12-31$261,558
Net investment gain or loss from common/collective trusts2022-12-31$-1,910,312
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$6,185,277
Employer contributions (assets) at end of year2022-12-31$393,459
Employer contributions (assets) at beginning of year2022-12-31$463,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,789,842
Contract administrator fees2022-12-31$104,600
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CYPHER & CYPHER
Accountancy firm EIN2022-12-31251385288
2021 : PLUMBERS LOCAL 27 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-85,944
Total unrealized appreciation/depreciation of assets2021-12-31$-85,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$42,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$42,866
Total income from all sources (including contributions)2021-12-31$25,945,107
Total of all expenses incurred2021-12-31$7,441,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,087,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,766,529
Value of total assets at end of year2021-12-31$147,165,531
Value of total assets at beginning of year2021-12-31$128,662,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$354,291
Total interest from all sources2021-12-31$239,014
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,418,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,418,979
Administrative expenses professional fees incurred2021-12-31$132,868
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,364,497
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,081,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$17,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$24,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$24,981
Administrative expenses (other) incurred2021-12-31$66,186
Liabilities. Value of operating payables at end of year2021-12-31$42,830
Liabilities. Value of operating payables at beginning of year2021-12-31$42,866
Total non interest bearing cash at end of year2021-12-31$617,746
Total non interest bearing cash at beginning of year2021-12-31$591,433
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$18,503,558
Value of net assets at end of year (total assets less liabilities)2021-12-31$147,122,701
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$128,619,143
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$73,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$106,829,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$93,601,556
Value of interest in pooled separate accounts at end of year2021-12-31$6,690,265
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,465,405
Value of interest in common/collective trusts at end of year2021-12-31$19,175,379
Value of interest in common/collective trusts at beginning of year2021-12-31$15,097,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$239,014
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$272,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,442,627
Net investment gain/loss from pooled separate accounts2021-12-31$1,224,860
Net investment gain or loss from common/collective trusts2021-12-31$-60,958
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$5,766,529
Employer contributions (assets) at end of year2021-12-31$463,625
Employer contributions (assets) at beginning of year2021-12-31$800,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,797,614
Contract administrator fees2021-12-31$82,096
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CYPHER & CYPHER
Accountancy firm EIN2021-12-31251385288
2020 : PLUMBERS LOCAL 27 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$512,931
Total unrealized appreciation/depreciation of assets2020-12-31$512,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$97,956
Total income from all sources (including contributions)2020-12-31$21,188,853
Total loss/gain on sale of assets2020-12-31$25,436
Total of all expenses incurred2020-12-31$7,133,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,808,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,546,839
Value of total assets at end of year2020-12-31$128,662,009
Value of total assets at beginning of year2020-12-31$114,661,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$325,239
Total interest from all sources2020-12-31$273,093
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,734,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,734,284
Administrative expenses professional fees incurred2020-12-31$65,988
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,081,234
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,789,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$17,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$24,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$26,821
Administrative expenses (other) incurred2020-12-31$64,728
Liabilities. Value of operating payables at end of year2020-12-31$42,866
Liabilities. Value of operating payables at beginning of year2020-12-31$97,956
Total non interest bearing cash at end of year2020-12-31$591,433
Total non interest bearing cash at beginning of year2020-12-31$1,514,230
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$14,055,326
Value of net assets at end of year (total assets less liabilities)2020-12-31$128,619,143
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$114,563,817
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$112,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$93,601,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,562,094
Value of interest in pooled separate accounts at end of year2020-12-31$5,465,405
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,440,729
Value of interest in common/collective trusts at end of year2020-12-31$15,097,290
Value of interest in common/collective trusts at beginning of year2020-12-31$14,232,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$273,093
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$180,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,455,178
Net investment gain/loss from pooled separate accounts2020-12-31$24,676
Net investment gain or loss from common/collective trusts2020-12-31$616,416
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$5,546,839
Employer contributions (assets) at end of year2020-12-31$800,110
Employer contributions (assets) at beginning of year2020-12-31$1,095,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,610,022
Contract administrator fees2020-12-31$82,096
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$240,736
Aggregate carrying amount (costs) on sale of assets2020-12-31$215,300
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CYPHER & CYPHER
Accountancy firm EIN2020-12-31251385288
2019 : PLUMBERS LOCAL 27 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,977,929
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,977,929
Total unrealized appreciation/depreciation of assets2019-12-31$1,977,929
Total unrealized appreciation/depreciation of assets2019-12-31$1,977,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$97,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$97,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$118,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$118,274
Total income from all sources (including contributions)2019-12-31$27,149,643
Total income from all sources (including contributions)2019-12-31$27,149,643
Total loss/gain on sale of assets2019-12-31$3,747,041
Total loss/gain on sale of assets2019-12-31$3,747,041
Total of all expenses incurred2019-12-31$7,671,954
Total of all expenses incurred2019-12-31$7,671,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,347,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,347,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,031,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,031,863
Value of total assets at end of year2019-12-31$114,661,773
Value of total assets at end of year2019-12-31$114,661,773
Value of total assets at beginning of year2019-12-31$95,204,402
Value of total assets at beginning of year2019-12-31$95,204,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$324,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$324,740
Total interest from all sources2019-12-31$277,720
Total interest from all sources2019-12-31$277,720
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,532,017
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,532,017
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,532,017
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,532,017
Administrative expenses professional fees incurred2019-12-31$96,646
Administrative expenses professional fees incurred2019-12-31$96,646
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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 end of year2019-12-31$7,789,947
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,789,947
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,896,979
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,896,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$21,750
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$21,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$26,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$26,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$21,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$21,967
Administrative expenses (other) incurred2019-12-31$66,192
Administrative expenses (other) incurred2019-12-31$66,192
Liabilities. Value of operating payables at end of year2019-12-31$97,956
Liabilities. Value of operating payables at end of year2019-12-31$97,956
Liabilities. Value of operating payables at beginning of year2019-12-31$118,274
Liabilities. Value of operating payables at beginning of year2019-12-31$118,274
Total non interest bearing cash at end of year2019-12-31$1,514,230
Total non interest bearing cash at end of year2019-12-31$1,514,230
Total non interest bearing cash at beginning of year2019-12-31$1,303,589
Total non interest bearing cash at beginning of year2019-12-31$1,303,589
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$19,477,689
Value of net income/loss2019-12-31$19,477,689
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,563,817
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,563,817
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$95,086,128
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$95,086,128
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$83,702
Investment advisory and management fees2019-12-31$83,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,562,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,562,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,193,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,193,540
Value of interest in pooled separate accounts at end of year2019-12-31$5,440,729
Value of interest in pooled separate accounts at end of year2019-12-31$5,440,729
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,140,304
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,140,304
Value of interest in common/collective trusts at end of year2019-12-31$14,232,614
Value of interest in common/collective trusts at end of year2019-12-31$14,232,614
Value of interest in common/collective trusts at beginning of year2019-12-31$12,056,582
Value of interest in common/collective trusts at beginning of year2019-12-31$12,056,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$277,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$277,720
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$213,337
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$213,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,179,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,179,342
Net investment gain/loss from pooled separate accounts2019-12-31$300,425
Net investment gain/loss from pooled separate accounts2019-12-31$300,425
Net investment gain or loss from common/collective trusts2019-12-31$103,306
Net investment gain or loss from common/collective trusts2019-12-31$103,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$6,031,863
Contributions received in cash from employer2019-12-31$6,031,863
Employer contributions (assets) at end of year2019-12-31$1,095,338
Employer contributions (assets) at end of year2019-12-31$1,095,338
Employer contributions (assets) at beginning of year2019-12-31$591,441
Employer contributions (assets) at beginning of year2019-12-31$591,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,112,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,112,127
Contract administrator fees2019-12-31$78,200
Contract administrator fees2019-12-31$78,200
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$10,062,883
Aggregate proceeds on sale of assets2019-12-31$10,062,883
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,315,842
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,315,842
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CYPHER & CYPHER
Accountancy firm name2019-12-31CYPHER & CYPHER
Accountancy firm EIN2019-12-31251385288
Accountancy firm EIN2019-12-31251385288
2018 : PLUMBERS LOCAL 27 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-890,886
Total unrealized appreciation/depreciation of assets2018-12-31$-890,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$118,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$177,308
Total income from all sources (including contributions)2018-12-31$93,312
Total loss/gain on sale of assets2018-12-31$550,959
Total of all expenses incurred2018-12-31$7,010,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,587,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,685,964
Value of total assets at end of year2018-12-31$95,204,402
Value of total assets at beginning of year2018-12-31$102,180,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$423,057
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,899,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,760,775
Administrative expenses professional fees incurred2018-12-31$103,976
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$8,896,979
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,583,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$21,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$29,469
Administrative expenses (other) incurred2018-12-31$62,492
Liabilities. Value of operating payables at end of year2018-12-31$118,274
Liabilities. Value of operating payables at beginning of year2018-12-31$177,308
Total non interest bearing cash at end of year2018-12-31$1,303,589
Total non interest bearing cash at beginning of year2018-12-31$1,128,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,917,510
Value of net assets at end of year (total assets less liabilities)2018-12-31$95,086,128
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$102,003,638
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$182,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,193,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$60,258,963
Value of interest in pooled separate accounts at end of year2018-12-31$5,140,304
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,762,141
Value of interest in common/collective trusts at end of year2018-12-31$12,056,582
Value of interest in common/collective trusts at beginning of year2018-12-31$11,951,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$643,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$643,402
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$180,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,663,318
Net investment gain/loss from pooled separate accounts2018-12-31$378,164
Net investment gain or loss from common/collective trusts2018-12-31$132,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$5,685,964
Employer contributions (assets) at end of year2018-12-31$591,441
Employer contributions (assets) at beginning of year2018-12-31$948,552
Income. Dividends from common stock2018-12-31$138,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,407,249
Contract administrator fees2018-12-31$74,464
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$13,874,477
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$21,493,704
Aggregate carrying amount (costs) on sale of assets2018-12-31$20,942,745
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 name2018-12-31CYPHER & CYPHER
Accountancy firm EIN2018-12-31251385288
2017 : PLUMBERS LOCAL 27 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,666,284
Total unrealized appreciation/depreciation of assets2017-12-31$2,666,284
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$177,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$54,397
Total income from all sources (including contributions)2017-12-31$20,700,959
Total loss/gain on sale of assets2017-12-31$810,350
Total of all expenses incurred2017-12-31$6,789,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,428,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,017,887
Value of total assets at end of year2017-12-31$102,180,946
Value of total assets at beginning of year2017-12-31$88,146,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$361,112
Total interest from all sources2017-12-31$2,085
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,593,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,419,378
Administrative expenses professional fees incurred2017-12-31$96,702
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,583,941
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,800,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$29,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,620
Administrative expenses (other) incurred2017-12-31$63,865
Liabilities. Value of operating payables at end of year2017-12-31$177,308
Liabilities. Value of operating payables at beginning of year2017-12-31$54,397
Total non interest bearing cash at end of year2017-12-31$1,128,710
Total non interest bearing cash at beginning of year2017-12-31$677,055
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$13,911,047
Value of net assets at end of year (total assets less liabilities)2017-12-31$102,003,638
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$88,092,591
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$129,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$60,258,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,183,676
Value of interest in pooled separate accounts at end of year2017-12-31$4,762,141
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,785,005
Value of interest in common/collective trusts at end of year2017-12-31$11,951,291
Value of interest in common/collective trusts at beginning of year2017-12-31$11,610,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$643,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$340,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$340,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,085
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$196,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,908,622
Net investment gain/loss from pooled separate accounts2017-12-31$352,136
Net investment gain or loss from common/collective trusts2017-12-31$349,809
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$5,017,887
Employer contributions (assets) at end of year2017-12-31$948,552
Employer contributions (assets) at beginning of year2017-12-31$526,177
Income. Dividends from common stock2017-12-31$174,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,231,874
Contract administrator fees2017-12-31$70,918
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$13,874,477
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$11,204,819
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$6,972,975
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,162,625
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 name2017-12-31CYPHER & CYPHER
Accountancy firm EIN2017-12-31251385288
2016 : PLUMBERS LOCAL 27 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$509,612
Total unrealized appreciation/depreciation of assets2016-12-31$509,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$54,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$61,552
Total income from all sources (including contributions)2016-12-31$11,208,600
Total loss/gain on sale of assets2016-12-31$38,453
Total of all expenses incurred2016-12-31$6,717,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,348,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,848,051
Value of total assets at end of year2016-12-31$88,146,988
Value of total assets at beginning of year2016-12-31$83,663,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$368,869
Total interest from all sources2016-12-31$441
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,310,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,188,419
Administrative expenses professional fees incurred2016-12-31$102,753
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$9,800,955
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,061,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$18,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,997
Other income not declared elsewhere2016-12-31$502,845
Administrative expenses (other) incurred2016-12-31$60,166
Liabilities. Value of operating payables at end of year2016-12-31$54,397
Liabilities. Value of operating payables at beginning of year2016-12-31$61,552
Total non interest bearing cash at end of year2016-12-31$677,055
Total non interest bearing cash at beginning of year2016-12-31$718,148
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$4,490,773
Value of net assets at end of year (total assets less liabilities)2016-12-31$88,092,591
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$83,601,818
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$138,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,183,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,651,313
Value of interest in pooled separate accounts at end of year2016-12-31$4,785,005
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,402,799
Value of interest in common/collective trusts at end of year2016-12-31$11,610,417
Value of interest in common/collective trusts at beginning of year2016-12-31$11,300,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$340,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$253,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$253,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,974,890
Net investment gain/loss from pooled separate accounts2016-12-31$472,746
Net investment gain or loss from common/collective trusts2016-12-31$551,541
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$4,848,051
Employer contributions (assets) at end of year2016-12-31$526,177
Employer contributions (assets) at beginning of year2016-12-31$523,072
Income. Dividends from common stock2016-12-31$121,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,348,958
Contract administrator fees2016-12-31$67,286
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$11,204,819
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$10,742,789
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$4,818,867
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,780,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CYPHER & CYPHER
Accountancy firm EIN2016-12-31251385288
2015 : PLUMBERS LOCAL 27 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-498,460
Total unrealized appreciation/depreciation of assets2015-12-31$-498,460
Total transfer of assets to this plan2015-12-31$18,348,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$61,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,014
Total income from all sources (including contributions)2015-12-31$4,233,640
Total loss/gain on sale of assets2015-12-31$-230,538
Total of all expenses incurred2015-12-31$6,011,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,627,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,720,121
Value of total assets at end of year2015-12-31$83,663,370
Value of total assets at beginning of year2015-12-31$67,057,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$383,876
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,147,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,031,662
Administrative expenses professional fees incurred2015-12-31$117,914
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$9,061,170
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,201,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$58,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$21,370
Other income not declared elsewhere2015-12-31$-350,124
Administrative expenses (other) incurred2015-12-31$52,549
Liabilities. Value of operating payables at end of year2015-12-31$61,552
Liabilities. Value of operating payables at beginning of year2015-12-31$4,644
Total non interest bearing cash at end of year2015-12-31$718,148
Total non interest bearing cash at beginning of year2015-12-31$675,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,777,785
Value of net assets at end of year (total assets less liabilities)2015-12-31$83,601,818
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$67,031,237
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$145,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$45,651,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,237,449
Value of interest in pooled separate accounts at end of year2015-12-31$5,402,799
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,876,125
Value of interest in common/collective trusts at end of year2015-12-31$11,300,618
Value of interest in common/collective trusts at beginning of year2015-12-31$9,706,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$253,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$292,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$292,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,717,798
Net investment gain/loss from pooled separate accounts2015-12-31$876,674
Net investment gain or loss from common/collective trusts2015-12-31$286,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$4,720,121
Employer contributions (assets) at end of year2015-12-31$523,072
Employer contributions (assets) at beginning of year2015-12-31$624,817
Income. Dividends from common stock2015-12-31$115,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,627,549
Contract administrator fees2015-12-31$67,595
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$10,742,789
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,383,090
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$5,583,049
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,813,587
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 name2015-12-31CYPHER & CYPHER
Accountancy firm EIN2015-12-31251385288
2014 : PLUMBERS LOCAL 27 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,573,671
Total unrealized appreciation/depreciation of assets2014-12-31$2,573,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,816
Total income from all sources (including contributions)2014-12-31$8,682,087
Total loss/gain on sale of assets2014-12-31$-211,709
Total of all expenses incurred2014-12-31$4,380,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,953,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,895,299
Value of total assets at end of year2014-12-31$67,057,251
Value of total assets at beginning of year2014-12-31$62,749,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$427,421
Total interest from all sources2014-12-31$82
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$984,043
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$955,719
Administrative expenses professional fees incurred2014-12-31$229,957
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,201,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$58,691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$21,370
Other income not declared elsewhere2014-12-31$603,186
Administrative expenses (other) incurred2014-12-31$70,585
Liabilities. Value of operating payables at end of year2014-12-31$4,644
Liabilities. Value of operating payables at beginning of year2014-12-31$19,816
Total non interest bearing cash at end of year2014-12-31$675,915
Total non interest bearing cash at beginning of year2014-12-31$807,513
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$4,301,636
Value of net assets at end of year (total assets less liabilities)2014-12-31$67,031,237
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,729,601
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$63,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,237,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,756,427
Value of interest in pooled separate accounts at end of year2014-12-31$6,876,125
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,104,857
Value of interest in common/collective trusts at end of year2014-12-31$9,706,794
Value of interest in common/collective trusts at beginning of year2014-12-31$10,890,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$292,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$206,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$206,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-524,149
Net investment gain/loss from pooled separate accounts2014-12-31$763,404
Net investment gain or loss from common/collective trusts2014-12-31$598,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$3,895,299
Employer contributions (assets) at end of year2014-12-31$624,817
Employer contributions (assets) at beginning of year2014-12-31$644,817
Income. Dividends from common stock2014-12-31$28,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,953,030
Contract administrator fees2014-12-31$62,948
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,383,090
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$9,333,793
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$10,297,223
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,508,932
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 LOCAL 27 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,841,769
Total unrealized appreciation/depreciation of assets2013-12-31$1,841,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,508
Total income from all sources (including contributions)2013-12-31$13,089,969
Total loss/gain on sale of assets2013-12-31$665,077
Total of all expenses incurred2013-12-31$4,107,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,867,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,441,835
Value of total assets at end of year2013-12-31$62,749,417
Value of total assets at beginning of year2013-12-31$53,776,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$239,757
Total interest from all sources2013-12-31$250
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$876,373
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$742,551
Administrative expenses professional fees incurred2013-12-31$51,543
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,918
Administrative expenses (other) incurred2013-12-31$28,251
Liabilities. Value of operating payables at end of year2013-12-31$19,816
Liabilities. Value of operating payables at beginning of year2013-12-31$29,508
Total non interest bearing cash at end of year2013-12-31$807,513
Total non interest bearing cash at beginning of year2013-12-31$485,775
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$8,982,660
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,729,601
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,746,941
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$99,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,756,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,841,046
Value of interest in pooled separate accounts at end of year2013-12-31$6,104,857
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,927,991
Value of interest in common/collective trusts at end of year2013-12-31$10,890,990
Value of interest in common/collective trusts at beginning of year2013-12-31$6,898,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$206,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,997,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,997,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,557,777
Net investment gain/loss from pooled separate accounts2013-12-31$476,866
Net investment gain or loss from common/collective trusts2013-12-31$230,022
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$3,441,835
Employer contributions (assets) at end of year2013-12-31$644,817
Employer contributions (assets) at beginning of year2013-12-31$601,149
Income. Dividends from common stock2013-12-31$133,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,867,552
Contract administrator fees2013-12-31$60,210
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$9,333,793
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$9,018,682
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$16,771,609
Aggregate carrying amount (costs) on sale of assets2013-12-31$16,106,532
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 LOCAL 27 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,000,023
Total unrealized appreciation/depreciation of assets2012-12-31$1,000,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,677
Total income from all sources (including contributions)2012-12-31$9,649,809
Total loss/gain on sale of assets2012-12-31$9,503
Total of all expenses incurred2012-12-31$3,877,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,618,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,520,928
Value of total assets at end of year2012-12-31$53,776,449
Value of total assets at beginning of year2012-12-31$47,995,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$258,208
Total interest from all sources2012-12-31$686
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$775,900
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$593,438
Administrative expenses professional fees incurred2012-12-31$49,905
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,644
Administrative expenses (other) incurred2012-12-31$25,761
Liabilities. Value of operating payables at end of year2012-12-31$29,508
Liabilities. Value of operating payables at beginning of year2012-12-31$21,677
Total non interest bearing cash at end of year2012-12-31$485,775
Total non interest bearing cash at beginning of year2012-12-31$676,474
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$5,772,746
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,746,941
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,974,195
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$124,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,841,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,900,749
Value of interest in pooled separate accounts at end of year2012-12-31$2,927,991
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,625,426
Value of interest in common/collective trusts at end of year2012-12-31$6,898,479
Value of interest in common/collective trusts at beginning of year2012-12-31$14,755,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,997,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$316,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$316,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,746,859
Net investment gain/loss from pooled separate accounts2012-12-31$302,565
Net investment gain or loss from common/collective trusts2012-12-31$1,293,345
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$3,520,928
Employer contributions (assets) at end of year2012-12-31$601,149
Employer contributions (assets) at beginning of year2012-12-31$731,253
Income. Dividends from common stock2012-12-31$182,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,618,855
Contract administrator fees2012-12-31$57,851
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$9,018,682
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7,969,211
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$6,478
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$4,344,987
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,335,484
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 LOCAL 27 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$182,711
Total unrealized appreciation/depreciation of assets2011-12-31$182,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,457
Total income from all sources (including contributions)2011-12-31$4,038,951
Total loss/gain on sale of assets2011-12-31$-337,359
Total of all expenses incurred2011-12-31$3,792,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,512,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,519,428
Value of total assets at end of year2011-12-31$47,995,872
Value of total assets at beginning of year2011-12-31$47,758,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$280,027
Total interest from all sources2011-12-31$248
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$717,037
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$599,857
Administrative expenses professional fees incurred2011-12-31$72,472
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,394
Administrative expenses (other) incurred2011-12-31$23,245
Liabilities. Value of operating payables at end of year2011-12-31$21,677
Liabilities. Value of operating payables at beginning of year2011-12-31$31,457
Total non interest bearing cash at end of year2011-12-31$676,474
Total non interest bearing cash at beginning of year2011-12-31$681,838
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$246,755
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,974,195
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,727,440
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$127,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,900,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,105,358
Value of interest in pooled separate accounts at end of year2011-12-31$2,625,426
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,275,143
Value of interest in common/collective trusts at end of year2011-12-31$14,755,425
Value of interest in common/collective trusts at beginning of year2011-12-31$21,676,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$316,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$177,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$177,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-928,761
Net investment gain/loss from pooled separate accounts2011-12-31$350,283
Net investment gain or loss from common/collective trusts2011-12-31$535,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$3,519,428
Employer contributions (assets) at end of year2011-12-31$731,253
Employer contributions (assets) at beginning of year2011-12-31$677,494
Income. Dividends from common stock2011-12-31$117,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,512,169
Contract administrator fees2011-12-31$57,222
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7,969,211
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$8,151,841
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$6,478
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$5,921
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$5,256,305
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,593,664
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 LOCAL 27 PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,292,720
Total unrealized appreciation/depreciation of assets2010-12-31$1,292,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,448
Total income from all sources (including contributions)2010-12-31$8,781,196
Total loss/gain on sale of assets2010-12-31$-219,320
Total of all expenses incurred2010-12-31$3,540,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,287,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,436,280
Value of total assets at end of year2010-12-31$47,758,897
Value of total assets at beginning of year2010-12-31$42,521,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$252,774
Total interest from all sources2010-12-31$60
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$591,030
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$497,406
Administrative expenses professional fees incurred2010-12-31$61,427
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
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$7,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,513
Administrative expenses (other) incurred2010-12-31$23,189
Liabilities. Value of operating payables at end of year2010-12-31$31,457
Liabilities. Value of operating payables at beginning of year2010-12-31$35,448
Total non interest bearing cash at end of year2010-12-31$681,838
Total non interest bearing cash at beginning of year2010-12-31$739,077
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$5,241,090
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,727,440
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,486,350
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$113,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,105,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,306,086
Value of interest in pooled separate accounts at end of year2010-12-31$2,275,143
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,427,791
Value of interest in common/collective trusts at end of year2010-12-31$21,676,727
Value of interest in common/collective trusts at beginning of year2010-12-31$20,159,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$177,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$239,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$239,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,301,866
Net investment gain/loss from pooled separate accounts2010-12-31$272,352
Net investment gain or loss from common/collective trusts2010-12-31$2,106,208
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$3,436,280
Employer contributions (assets) at end of year2010-12-31$677,494
Employer contributions (assets) at beginning of year2010-12-31$701,008
Income. Dividends from common stock2010-12-31$93,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,287,332
Contract administrator fees2010-12-31$54,603
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$8,151,841
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,935,447
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$5,921
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$4,895
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$6,167,283
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,386,603
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

Form 5500 Responses for PLUMBERS LOCAL 27 PENSION FUND

2022: PLUMBERS LOCAL 27 PENSION FUND 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS LOCAL 27 PENSION FUND 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL 27 PENSION FUND 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL 27 PENSION FUND 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS LOCAL 27 PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS LOCAL 27 PENSION FUND 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS LOCAL 27 PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS LOCAL 27 PENSION FUND 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS LOCAL 27 PENSION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS LOCAL 27 PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL 27 PENSION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL 27 PENSION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS LOCAL 27 PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL 27 PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number182467
Policy instance 1
Insurance contract or identification number182467
Number of Individuals Covered893
Insurance policy start date2022-01-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $23,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,199
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number182467
Policy instance 1
Insurance contract or identification number182467
Number of Individuals Covered893
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number182467
Policy instance 1
Insurance contract or identification number182467
Number of Individuals Covered893
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,720
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number182467
Policy instance 1
Insurance contract or identification number182467
Number of Individuals Covered893
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,000
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613711
Policy instance 1
Insurance contract or identification number613711
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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