PLUMBERS AND STEAMFITTERS LOCAL 47 OF NORTHWEST PENNSYLVANIA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE
| Measure | Date | Value |
|---|
| 2015 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2015 401k financial data |
|---|
| Total transfer of assets from this plan | 2015-12-31 | $804,890 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,275 |
| Total loss/gain on sale of assets | 2015-12-31 | $69 |
| Total of all expenses incurred | 2015-12-31 | $217,485 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $181,915 |
| Value of total assets at end of year | 2015-12-31 | $0 |
| Value of total assets at beginning of year | 2015-12-31 | $1,019,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $35,570 |
| Total interest from all sources | 2015-12-31 | $3,206 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Administrative expenses (other) incurred | 2015-12-31 | $35,570 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1,019,100 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-214,210 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,019,100 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3,206 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $180,265 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,650 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2015-12-31 | $69 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | CYPHER & CYPHER |
| Accountancy firm EIN | 2015-12-31 | 251385288 |
| 2014 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-104,253 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-104,253 |
| Total transfer of assets from this plan | 2014-12-31 | $22,073,859 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $427,683 |
| Total income from all sources (including contributions) | 2014-12-31 | $15,452,108 |
| Total loss/gain on sale of assets | 2014-12-31 | $174,298 |
| Total of all expenses incurred | 2014-12-31 | $13,816,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $13,177,129 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $14,726,763 |
| Value of total assets at end of year | 2014-12-31 | $1,019,100 |
| Value of total assets at beginning of year | 2014-12-31 | $21,885,471 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $639,808 |
| Total interest from all sources | 2014-12-31 | $571,711 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $83,589 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $233,670 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $3,779,348 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $105,818 |
| Administrative expenses (other) incurred | 2014-12-31 | $100,736 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $101,624 |
| Total non interest bearing cash at end of year | 2014-12-31 | $1,019,100 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $1,164,066 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,635,171 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,019,100 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $21,457,788 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $70,127 |
| Income. Interest from US Government securities | 2014-12-31 | $3,280 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $568,269 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $7,572,673 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $7,572,673 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $162 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $11,918,152 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $1,686,431 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $10,947,415 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,145,948 |
| Income. Dividends from common stock | 2014-12-31 | $83,589 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,258,977 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $1,275,232 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $2,044,909 |
| Contract administrator fees | 2014-12-31 | $235,275 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $6,890,394 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $326,059 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $17,885,030 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $17,710,732 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | CYPHER & CYPHER |
| Accountancy firm EIN | 2014-12-31 | 251385288 |
| 2013 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,313,872 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,313,872 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $427,683 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $328,129 |
| Total income from all sources (including contributions) | 2013-12-31 | $16,001,978 |
| Total loss/gain on sale of assets | 2013-12-31 | $85,130 |
| Total of all expenses incurred | 2013-12-31 | $12,415,000 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,975,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $14,316,399 |
| Value of total assets at end of year | 2013-12-31 | $21,885,471 |
| Value of total assets at beginning of year | 2013-12-31 | $18,198,939 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $439,831 |
| Total interest from all sources | 2013-12-31 | $198,744 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $87,833 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $122,533 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $3,782,842 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $105,818 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $61,169 |
| Administrative expenses (other) incurred | 2013-12-31 | $62,485 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $101,624 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $30,615 |
| Total non interest bearing cash at end of year | 2013-12-31 | $1,164,066 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $2,257,108 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,586,978 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $21,457,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,870,810 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $73,248 |
| Income. Interest from US Government securities | 2013-12-31 | $21,728 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $176,873 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $7,572,673 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $5,179,532 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $5,179,532 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $143 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $10,811,542 |
| Asset value of US Government securities at end of year | 2013-12-31 | $1,686,431 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $690,831 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $10,533,557 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,145,948 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $916,807 |
| Income. Dividends from common stock | 2013-12-31 | $87,833 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,163,627 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $1,275,232 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $2,280,811 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $2,044,909 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $1,883,523 |
| Contract administrator fees | 2013-12-31 | $181,565 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $6,890,394 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $4,929,158 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $326,059 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $297,514 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $961,804 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $876,674 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | CYPHER & CYPHER |
| Accountancy firm EIN | 2013-12-31 | 251385288 |
| 2012 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $768,056 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $768,056 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $328,129 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $595,666 |
| Total income from all sources (including contributions) | 2012-12-31 | $14,384,125 |
| Total loss/gain on sale of assets | 2012-12-31 | $-3,031 |
| Total of all expenses incurred | 2012-12-31 | $12,339,821 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $11,947,608 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $13,352,367 |
| Value of total assets at end of year | 2012-12-31 | $18,104,327 |
| Value of total assets at beginning of year | 2012-12-31 | $16,327,560 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $392,213 |
| Total interest from all sources | 2012-12-31 | $187,779 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $77,414 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $74,681 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $3,602,922 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $61,169 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $52,900 |
| Other income not declared elsewhere | 2012-12-31 | $1,540 |
| Administrative expenses (other) incurred | 2012-12-31 | $68,197 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $30,615 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $24,096 |
| Total non interest bearing cash at end of year | 2012-12-31 | $2,166,347 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $1,459,612 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,044,304 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,776,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,731,894 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $72,935 |
| Income. Interest from US Government securities | 2012-12-31 | $8,166 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $179,491 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $5,175,681 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $7,307,237 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $7,307,237 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $122 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $10,853,191 |
| Asset value of US Government securities at end of year | 2012-12-31 | $690,831 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $104,621 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $9,749,445 |
| Employer contributions (assets) at end of year | 2012-12-31 | $916,807 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $773,116 |
| Income. Dividends from common stock | 2012-12-31 | $77,414 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,094,417 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $2,280,811 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $2,529,784 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $1,883,523 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $721,436 |
| Contract administrator fees | 2012-12-31 | $176,400 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $4,929,158 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $3,378,854 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $297,514 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $571,570 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $216,495 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $219,526 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | CYPHER & CYPHER |
| Accountancy firm EIN | 2012-12-31 | 251385288 |
| 2011 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-188,967 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-188,967 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $595,666 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $410,831 |
| Total income from all sources (including contributions) | 2011-12-31 | $12,720,809 |
| Total loss/gain on sale of assets | 2011-12-31 | $32,023 |
| Total of all expenses incurred | 2011-12-31 | $12,130,739 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $11,633,778 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,639,324 |
| Value of total assets at end of year | 2011-12-31 | $16,327,560 |
| Value of total assets at beginning of year | 2011-12-31 | $15,552,655 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $496,961 |
| Total interest from all sources | 2011-12-31 | $182,200 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $56,229 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $183,035 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $3,591,040 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $52,900 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $53,794 |
| Administrative expenses (other) incurred | 2011-12-31 | $75,185 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $24,096 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $36,177 |
| Total non interest bearing cash at end of year | 2011-12-31 | $1,459,612 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $1,445,358 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $590,070 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $15,731,894 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,141,824 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $62,341 |
| Income. Interest from US Government securities | 2011-12-31 | $13,304 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $168,772 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $7,307,237 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $5,417,274 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $5,417,274 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $124 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $10,590,762 |
| Asset value of US Government securities at end of year | 2011-12-31 | $104,621 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $1,121,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $9,048,284 |
| Employer contributions (assets) at end of year | 2011-12-31 | $773,116 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $791,850 |
| Income. Dividends from common stock | 2011-12-31 | $56,229 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,043,016 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $2,529,784 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $2,566,957 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $721,436 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $681,944 |
| Contract administrator fees | 2011-12-31 | $176,400 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $3,378,854 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $3,473,973 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $571,570 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $374,654 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $1,653,958 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,621,935 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | CYPHER & CYPHER |
| Accountancy firm EIN | 2011-12-31 | 251385288 |
| 2010 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $678,398 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $678,398 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $410,831 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $435,368 |
| Total income from all sources (including contributions) | 2010-12-31 | $12,452,363 |
| Total loss/gain on sale of assets | 2010-12-31 | $165,933 |
| Total of all expenses incurred | 2010-12-31 | $10,432,719 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $10,038,815 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,329,699 |
| Value of total assets at end of year | 2010-12-31 | $15,552,655 |
| Value of total assets at beginning of year | 2010-12-31 | $13,557,548 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $393,904 |
| Total interest from all sources | 2010-12-31 | $204,313 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $74,020 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $110,092 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $3,393,182 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $53,794 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $58,224 |
| Administrative expenses (other) incurred | 2010-12-31 | $52,231 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $36,177 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $36,025 |
| Total non interest bearing cash at end of year | 2010-12-31 | $1,445,358 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $1,321,581 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,019,644 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,141,824 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,122,180 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $56,531 |
| Income. Interest from US Government securities | 2010-12-31 | $41,117 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $162,696 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $5,417,274 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,272,711 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,272,711 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $500 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $9,023,851 |
| Asset value of US Government securities at end of year | 2010-12-31 | $1,121,505 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $3,236,771 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $7,936,517 |
| Employer contributions (assets) at end of year | 2010-12-31 | $791,850 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $639,749 |
| Income. Dividends from common stock | 2010-12-31 | $74,020 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,014,964 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $2,566,957 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $2,304,154 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $681,944 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $151,500 |
| Contract administrator fees | 2010-12-31 | $175,050 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $3,473,973 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $2,572,858 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $374,654 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $399,343 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $2,600,681 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $2,434,748 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | CYPHER & CYPHER |
| Accountancy firm EIN | 2010-12-31 | 251385288 |
