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PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 401k Plan overview

Plan NamePLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN
Plan identification number 001

PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)

401k Sponsoring company profile

PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACO has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS & PIPEFITTERS LOCAL NO 189 AND MCACO
Employer identification number (EIN):310894807
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01LISA KAISER, CEBS2024-01-16 KENNETH E. DAVIS2024-01-16
0012021-04-01LISA KAISER, CEBS2023-01-16
0012020-04-01LISA KAISER, CEBS2022-01-18 SCOTT GALLAGHER2022-01-18
0012019-04-01LISA KAISER, CEBS2021-01-13 KENNETH E DAVIS2021-01-13
0012019-04-01LISA KAISER, CEBS2021-01-13 KENNETH E DAVIS2021-01-13
0012018-04-01LISA KAISER, CEBS2020-01-09 KENNETH E DAVIS2020-01-09
0012017-04-01
0012016-04-01
0012015-04-01LISA KAISER, CEBS
0012014-04-01LISA KAISER, CEBS
0012013-04-01JAMES A. WRIGHT
0012012-04-01JAMES A. WRIGHT
0012011-04-01JAMES A WRIGHT
0012009-04-01JAMES A WRIGHT
0012009-04-01JAMES A WRIGHT

Plan Statistics for PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN

401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN

Measure Date Value
2023: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2023 401k membership
Current value of assets2023-03-31181,695,778
Acturial value of assets for funding standard account2023-03-31171,497,091
Accrued liability for plan using immediate gains methods2023-03-31172,961,695
Accrued liability under unit credit cost method2023-03-31172,961,695
RPA 94 current liability2023-03-31309,963,370
Expected increase in current liability due to benefits accruing during the plan year2023-03-314,791,367
Expected release from RPA 94 current liability for plan year2023-03-3118,224,225
Expected plan disbursements for the plan year2023-03-3118,634,225
Current value of assets2023-03-31181,695,778
Number of retired participants and beneficiaries receiving payment2023-03-31738
Current liability for retired participants and beneficiaries receiving payment2023-03-31152,607,400
Number of terminated vested participants2023-03-31208
Current liability for terminated vested participants2023-03-3133,849,234
Current liability for active participants non vested benefits2023-03-3110,026,779
Current liability for active participants vested benefits2023-03-31113,479,957
Total number of active articipats2023-03-31771
Current liability for active participants2023-03-31123,506,736
Total participant count with liabilities2023-03-311,717
Total current liabilitoes for participants with libailities2023-03-31309,963,370
Total employer contributions in plan year2023-03-3110,309,659
Total employee contributions in plan year2023-03-310
Employer’s normal cost for plan year as of valuation date2023-03-312,191,296
Prior year credit balance2023-03-3161,334,108
Amortization credits as of valuation date2023-03-311,383,730
2022: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-011,718
Total number of active participants reported on line 7a of the Form 55002022-04-01875
Number of retired or separated participants receiving benefits2022-04-01577
Number of other retired or separated participants entitled to future benefits2022-04-01201
Total of all active and inactive participants2022-04-011,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-01167
Total participants2022-04-011,820
Number of participants with account balances2022-04-011,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Number of employers contributing to the scheme2022-04-0167
Current value of assets2022-03-31175,175,230
Acturial value of assets for funding standard account2022-03-31163,021,245
Accrued liability for plan using immediate gains methods2022-03-31171,034,318
Accrued liability under unit credit cost method2022-03-31171,034,318
RPA 94 current liability2022-03-31306,506,832
Expected increase in current liability due to benefits accruing during the plan year2022-03-314,476,573
Expected release from RPA 94 current liability for plan year2022-03-3114,758,168
Expected plan disbursements for the plan year2022-03-3115,168,168
Current value of assets2022-03-31175,175,230
Number of retired participants and beneficiaries receiving payment2022-03-31730
Current liability for retired participants and beneficiaries receiving payment2022-03-31149,449,739
Number of terminated vested participants2022-03-31198
Current liability for terminated vested participants2022-03-3131,619,620
Current liability for active participants non vested benefits2022-03-3114,553,159
Current liability for active participants vested benefits2022-03-31110,884,314
Total number of active articipats2022-03-31790
Current liability for active participants2022-03-31125,437,473
Total participant count with liabilities2022-03-311,718
Total current liabilitoes for participants with libailities2022-03-31306,506,832
Total employer contributions in plan year2022-03-318,579,022
Total employee contributions in plan year2022-03-310
Employer’s normal cost for plan year as of valuation date2022-03-312,128,952
Prior year credit balance2022-03-3160,463,471
Amortization credits as of valuation date2022-03-311,331,595
2021: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-011,718
Total number of active participants reported on line 7a of the Form 55002021-04-01771
Number of retired or separated participants receiving benefits2021-04-01604
Number of other retired or separated participants entitled to future benefits2021-04-01208
Total of all active and inactive participants2021-04-011,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-01167
Total participants2021-04-011,750
Number of employers contributing to the scheme2021-04-0157
Current value of assets2021-03-31132,212,117
Acturial value of assets for funding standard account2021-03-31155,872,922
Accrued liability for plan using immediate gains methods2021-03-31172,293,306
Accrued liability under unit credit cost method2021-03-31172,293,306
RPA 94 current liability2021-03-31290,173,053
Expected increase in current liability due to benefits accruing during the plan year2021-03-313,941,002
Expected release from RPA 94 current liability for plan year2021-03-3114,345,682
Expected plan disbursements for the plan year2021-03-3114,755,682
Current value of assets2021-03-31132,212,117
Number of retired participants and beneficiaries receiving payment2021-03-31718
Current liability for retired participants and beneficiaries receiving payment2021-03-31141,003,355
Number of terminated vested participants2021-03-31201
Current liability for terminated vested participants2021-03-3130,207,484
Current liability for active participants non vested benefits2021-03-3113,121,895
Current liability for active participants vested benefits2021-03-31105,840,319
Total number of active articipats2021-03-31772
Current liability for active participants2021-03-31118,962,214
Total participant count with liabilities2021-03-311,691
Total current liabilitoes for participants with libailities2021-03-31290,173,053
Total employer contributions in plan year2021-03-318,500,288
Total employee contributions in plan year2021-03-310
Employer’s normal cost for plan year as of valuation date2021-03-312,116,416
Prior year credit balance2021-03-3160,648,251
Amortization credits as of valuation date2021-03-311,021,349
2020: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-011,691
Total number of active participants reported on line 7a of the Form 55002020-04-01790
Number of retired or separated participants receiving benefits2020-04-01574
Number of other retired or separated participants entitled to future benefits2020-04-01198
Total of all active and inactive participants2020-04-011,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-01156
Total participants2020-04-011,718
Number of employers contributing to the scheme2020-04-0154
Current value of assets2020-03-31152,484,986
Acturial value of assets for funding standard account2020-03-31155,950,917
Accrued liability for plan using immediate gains methods2020-03-31166,566,214
Accrued liability under unit credit cost method2020-03-31166,566,214
RPA 94 current liability2020-03-31279,843,868
Expected increase in current liability due to benefits accruing during the plan year2020-03-313,531,987
Expected release from RPA 94 current liability for plan year2020-03-3114,026,363
Expected plan disbursements for the plan year2020-03-3114,426,363
Current value of assets2020-03-31152,484,986
Number of retired participants and beneficiaries receiving payment2020-03-31719
Current liability for retired participants and beneficiaries receiving payment2020-03-31137,052,080
Number of terminated vested participants2020-03-31195
Current liability for terminated vested participants2020-03-3128,210,177
Current liability for active participants non vested benefits2020-03-3112,540,218
Current liability for active participants vested benefits2020-03-31102,041,393
Total number of active articipats2020-03-31724
Current liability for active participants2020-03-31114,581,611
Total participant count with liabilities2020-03-311,638
Total current liabilitoes for participants with libailities2020-03-31279,843,868
Total employer contributions in plan year2020-03-318,897,337
Total employee contributions in plan year2020-03-310
Employer’s normal cost for plan year as of valuation date2020-03-311,948,295
Prior year credit balance2020-03-3159,722,235
Amortization credits as of valuation date2020-03-311,029,140
2019: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-011,638
Total number of active participants reported on line 7a of the Form 55002019-04-01772
Number of retired or separated participants receiving benefits2019-04-01563
Number of other retired or separated participants entitled to future benefits2019-04-01201
Total of all active and inactive participants2019-04-011,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-01155
Total participants2019-04-011,691
Number of employers contributing to the scheme2019-04-0140
Current value of assets2019-03-31151,380,607
Acturial value of assets for funding standard account2019-03-31150,246,968
Accrued liability for plan using immediate gains methods2019-03-31165,695,503
Accrued liability under unit credit cost method2019-03-31165,695,503
RPA 94 current liability2019-03-31285,705,724
Expected increase in current liability due to benefits accruing during the plan year2019-03-313,557,833
Expected release from RPA 94 current liability for plan year2019-03-3113,605,985
Expected plan disbursements for the plan year2019-03-3113,980,685
Current value of assets2019-03-31151,380,607
Number of retired participants and beneficiaries receiving payment2019-03-31711
Current liability for retired participants and beneficiaries receiving payment2019-03-31135,020,600
Number of terminated vested participants2019-03-31207
Current liability for terminated vested participants2019-03-3130,592,641
Current liability for active participants non vested benefits2019-03-3112,915,836
Current liability for active participants vested benefits2019-03-31107,176,647
Total number of active articipats2019-03-31704
Current liability for active participants2019-03-31120,092,483
Total participant count with liabilities2019-03-311,622
Total current liabilitoes for participants with libailities2019-03-31285,705,724
Total employer contributions in plan year2019-03-318,692,798
Total employee contributions in plan year2019-03-310
Employer’s normal cost for plan year as of valuation date2019-03-311,898,706
Prior year credit balance2019-03-3158,767,272
Amortization credits as of valuation date2019-03-311,162,826
2018: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-011,622
Total number of active participants reported on line 7a of the Form 55002018-04-01724
Number of retired or separated participants receiving benefits2018-04-01563
Number of other retired or separated participants entitled to future benefits2018-04-01199
Total of all active and inactive participants2018-04-011,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-01152
Total participants2018-04-011,638
Number of employers contributing to the scheme2018-04-0138
Current value of assets2018-03-31141,967,351
Acturial value of assets for funding standard account2018-03-31146,605,180
Accrued liability for plan using immediate gains methods2018-03-31159,752,076
Accrued liability under unit credit cost method2018-03-31159,752,076
RPA 94 current liability2018-03-31272,146,992
Expected increase in current liability due to benefits accruing during the plan year2018-03-313,211,707
Expected release from RPA 94 current liability for plan year2018-03-3113,243,352
Expected plan disbursements for the plan year2018-03-3113,618,352
Current value of assets2018-03-31141,967,351
Number of retired participants and beneficiaries receiving payment2018-03-31710
Current liability for retired participants and beneficiaries receiving payment2018-03-31128,356,137
Number of terminated vested participants2018-03-31197
Current liability for terminated vested participants2018-03-3128,487,688
Current liability for active participants non vested benefits2018-03-3111,735,544
Current liability for active participants vested benefits2018-03-31103,567,623
Total number of active articipats2018-03-31712
Current liability for active participants2018-03-31115,303,167
Total participant count with liabilities2018-03-311,619
Total current liabilitoes for participants with libailities2018-03-31272,146,992
Total employer contributions in plan year2018-03-318,009,433
Total employee contributions in plan year2018-03-310
Prior year funding deficiency2018-03-310
Employer’s normal cost for plan year as of valuation date2018-03-311,807,520
Prior year credit balance2018-03-3151,287,743
Amortization credits as of valuation date2018-03-319,164,594
2017: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-011,619
Total number of active participants reported on line 7a of the Form 55002017-04-01704
Number of retired or separated participants receiving benefits2017-04-01570
Number of other retired or separated participants entitled to future benefits2017-04-01207
Total of all active and inactive participants2017-04-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-01141
Total participants2017-04-011,622
Number of employers contributing to the scheme2017-04-0145
Current value of assets2017-03-31129,242,842
Acturial value of assets for funding standard account2017-03-31145,236,726
Accrued liability for plan using immediate gains methods2017-03-31158,842,031
Accrued liability under unit credit cost method2017-03-31158,842,031
RPA 94 current liability2017-03-31264,884,844
Expected increase in current liability due to benefits accruing during the plan year2017-03-313,182,842
Expected release from RPA 94 current liability for plan year2017-03-3112,453,951
Expected plan disbursements for the plan year2017-03-3112,828,951
Current value of assets2017-03-31129,242,842
Number of retired participants and beneficiaries receiving payment2017-03-31694
Current liability for retired participants and beneficiaries receiving payment2017-03-31121,088,299
Number of terminated vested participants2017-03-31190
Current liability for terminated vested participants2017-03-3127,010,219
Current liability for active participants non vested benefits2017-03-3112,540,694
Current liability for active participants vested benefits2017-03-31104,245,632
Total number of active articipats2017-03-31738
Current liability for active participants2017-03-31116,786,326
Total participant count with liabilities2017-03-311,622
Total current liabilitoes for participants with libailities2017-03-31264,884,844
Total employer contributions in plan year2017-03-317,502,835
Total employee contributions in plan year2017-03-310
Prior year funding deficiency2017-03-310
Employer’s normal cost for plan year as of valuation date2017-03-311,844,479
Prior year credit balance2017-03-3144,400,397
Amortization credits as of valuation date2017-03-319,164,594
2016: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-011,622
Total number of active participants reported on line 7a of the Form 55002016-04-01712
Number of retired or separated participants receiving benefits2016-04-01562
Number of other retired or separated participants entitled to future benefits2016-04-01197
Total of all active and inactive participants2016-04-011,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-01148
Total participants2016-04-011,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
Number of employers contributing to the scheme2016-04-0148
Current value of assets2016-03-31136,559,196
Acturial value of assets for funding standard account2016-03-31145,468,084
Accrued liability for plan using immediate gains methods2016-03-31158,868,102
Accrued liability under unit credit cost method2016-03-31158,868,102
RPA 94 current liability2016-03-31257,515,684
Expected increase in current liability due to benefits accruing during the plan year2016-03-313,259,418
Expected release from RPA 94 current liability for plan year2016-03-3112,049,715
Expected plan disbursements for the plan year2016-03-3112,424,715
Current value of assets2016-03-31136,559,196
Number of retired participants and beneficiaries receiving payment2016-03-31667
Current liability for retired participants and beneficiaries receiving payment2016-03-31110,682,343
Number of terminated vested participants2016-03-31177
Current liability for terminated vested participants2016-03-3124,466,246
Current liability for active participants non vested benefits2016-03-3112,474,129
Current liability for active participants vested benefits2016-03-31109,892,966
Total number of active articipats2016-03-31795
Current liability for active participants2016-03-31122,367,095
Total participant count with liabilities2016-03-311,639
Total current liabilitoes for participants with libailities2016-03-31257,515,684
Total employer contributions in plan year2016-03-317,664,928
Total employee contributions in plan year2016-03-310
Prior year funding deficiency2016-03-310
Employer’s normal cost for plan year as of valuation date2016-03-311,937,200
Prior year credit balance2016-03-3137,395,539
Amortization credits as of valuation date2016-03-319,164,593
2015: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-011,649
Total number of active participants reported on line 7a of the Form 55002015-04-01738
Number of retired or separated participants receiving benefits2015-04-01549
Number of other retired or separated participants entitled to future benefits2015-04-01190
Total of all active and inactive participants2015-04-011,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-01145
Total participants2015-04-011,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
Number of employers contributing to the scheme2015-04-0145
Current value of assets2015-03-31131,921,565
Acturial value of assets for funding standard account2015-03-31142,003,694
Accrued liability for plan using immediate gains methods2015-03-31155,558,538
Accrued liability under unit credit cost method2015-03-31155,558,538
RPA 94 current liability2015-03-31249,122,741
Expected increase in current liability due to benefits accruing during the plan year2015-03-313,232,833
Expected release from RPA 94 current liability for plan year2015-03-3111,583,167
Expected plan disbursements for the plan year2015-03-3111,958,167
Current value of assets2015-03-31131,921,565
Number of retired participants and beneficiaries receiving payment2015-03-31667
Current liability for retired participants and beneficiaries receiving payment2015-03-31101,786,466
Number of terminated vested participants2015-03-31158
Current liability for terminated vested participants2015-03-3122,081,897
Current liability for active participants non vested benefits2015-03-3114,477,855
Current liability for active participants vested benefits2015-03-31110,776,523
Total number of active articipats2015-03-31824
Current liability for active participants2015-03-31125,254,378
Total participant count with liabilities2015-03-311,649
Total current liabilitoes for participants with libailities2015-03-31249,122,741
Total employer contributions in plan year2015-03-318,080,705
Employer’s normal cost for plan year as of valuation date2015-03-312,006,897
Prior year credit balance2015-03-3130,015,117
Amortization credits as of valuation date2015-03-319,164,593
2014: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011,582
Total number of active participants reported on line 7a of the Form 55002014-04-01824
Number of retired or separated participants receiving benefits2014-04-01667
Number of other retired or separated participants entitled to future benefits2014-04-01158
Total of all active and inactive participants2014-04-011,649
Total participants2014-04-011,649
Number of employers contributing to the scheme2014-04-0139
Current value of assets2014-03-31121,121,825
Acturial value of assets for funding standard account2014-03-31132,220,784
Accrued liability for plan using immediate gains methods2014-03-31155,159,199
Accrued liability under unit credit cost method2014-03-31155,159,199
RPA 94 current liability2014-03-31247,698,304
Expected increase in current liability due to benefits accruing during the plan year2014-03-313,174,974
Expected release from RPA 94 current liability for plan year2014-03-3110,976,159
Expected plan disbursements for the plan year2014-03-3111,351,159
Current value of assets2014-03-31121,121,825
Number of retired participants and beneficiaries receiving payment2014-03-31664
Current liability for retired participants and beneficiaries receiving payment2014-03-31100,549,952
Number of terminated vested participants2014-03-31161
Current liability for terminated vested participants2014-03-3122,174,782
Current liability for active participants non vested benefits2014-03-3113,550,974
Current liability for active participants vested benefits2014-03-31111,422,596
Total number of active articipats2014-03-31820
Current liability for active participants2014-03-31124,973,570
Total participant count with liabilities2014-03-311,645
Total current liabilitoes for participants with libailities2014-03-31247,698,304
Employer’s normal cost for plan year as of valuation date2014-03-312,001,938
Prior year credit balance2014-03-3123,362,709
Amortization credits as of valuation date2014-03-318,681,192
2013: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011,602
Total number of active participants reported on line 7a of the Form 55002013-04-01749
Number of retired or separated participants receiving benefits2013-04-01665
Number of other retired or separated participants entitled to future benefits2013-04-01168
Total of all active and inactive participants2013-04-011,582
Total participants2013-04-011,582
Number of employers contributing to the scheme2013-04-0144
2012: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-011,602
Total number of active participants reported on line 7a of the Form 55002012-04-01799
Number of retired or separated participants receiving benefits2012-04-01665
Number of other retired or separated participants entitled to future benefits2012-04-01149
Total of all active and inactive participants2012-04-011,613
Total participants2012-04-011,613
Number of employers contributing to the scheme2012-04-0148
2011: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-011,688
Total number of active participants reported on line 7a of the Form 55002011-04-01737
Number of retired or separated participants receiving benefits2011-04-01667
Number of other retired or separated participants entitled to future benefits2011-04-01198
Total of all active and inactive participants2011-04-011,602
Total participants2011-04-011,602
Number of employers contributing to the scheme2011-04-0151
2009: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-011,709
Total number of active participants reported on line 7a of the Form 55002009-04-01769
Number of retired or separated participants receiving benefits2009-04-01529
Number of other retired or separated participants entitled to future benefits2009-04-01191
Total of all active and inactive participants2009-04-011,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-01199
Total participants2009-04-011,688
Number of employers contributing to the scheme2009-04-0145

Financial Data on PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN

Measure Date Value
2023 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$583,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$1,277,624
Total income from all sources (including contributions)2023-03-31$3,104,871
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$12,731,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$11,412,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$10,309,659
Value of total assets at end of year2023-03-31$172,652,736
Value of total assets at beginning of year2023-03-31$182,973,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$1,318,772
Total interest from all sources2023-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$2,939,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$2,939,125
Administrative expenses professional fees incurred2023-03-31$139,234
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$2,500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$176,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$204,901
Administrative expenses (other) incurred2023-03-31$106,523
Liabilities. Value of operating payables at end of year2023-03-31$583,210
Liabilities. Value of operating payables at beginning of year2023-03-31$1,277,624
Total non interest bearing cash at end of year2023-03-31$1,487,401
Total non interest bearing cash at beginning of year2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-9,626,252
Value of net assets at end of year (total assets less liabilities)2023-03-31$172,069,526
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$181,695,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$748,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$123,494,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$128,539,673
Value of interest in common/collective trusts at end of year2023-03-31$45,978,602
Value of interest in common/collective trusts at beginning of year2023-03-31$53,113,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-11,021,595
Net investment gain or loss from common/collective trusts2023-03-31$877,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$10,309,659
Employer contributions (assets) at end of year2023-03-31$1,515,843
Employer contributions (assets) at beginning of year2023-03-31$1,114,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$11,412,351
Contract administrator fees2023-03-31$324,802
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2023-03-31310800053
2022 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$1,277,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$320,253
Total income from all sources (including contributions)2022-03-31$20,634,544
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$14,113,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$12,905,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$8,579,022
Value of total assets at end of year2022-03-31$182,973,402
Value of total assets at beginning of year2022-03-31$175,495,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$1,208,204
Total interest from all sources2022-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$2,682,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$2,682,003
Administrative expenses professional fees incurred2022-03-31$124,916
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$2,500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$204,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$207,018
Administrative expenses (other) incurred2022-03-31$96,882
Liabilities. Value of operating payables at end of year2022-03-31$1,277,624
Liabilities. Value of operating payables at beginning of year2022-03-31$320,253
Total non interest bearing cash at end of year2022-03-31$0
Total non interest bearing cash at beginning of year2022-03-31$48,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$6,520,548
Value of net assets at end of year (total assets less liabilities)2022-03-31$181,695,778
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$175,175,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$772,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$128,539,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$131,137,733
Value of interest in common/collective trusts at end of year2022-03-31$53,113,943
Value of interest in common/collective trusts at beginning of year2022-03-31$43,208,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-531,773
Net investment gain or loss from common/collective trusts2022-03-31$9,905,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$8,579,022
Employer contributions (assets) at end of year2022-03-31$1,114,885
Employer contributions (assets) at beginning of year2022-03-31$893,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$12,905,792
Contract administrator fees2022-03-31$214,211
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-03-31310800053
2021 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$320,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$949,586
Total income from all sources (including contributions)2021-03-31$56,919,957
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$13,956,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$12,917,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$8,500,288
Value of total assets at end of year2021-03-31$175,495,483
Value of total assets at beginning of year2021-03-31$133,161,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$1,038,939
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$1,895,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$1,895,054
Administrative expenses professional fees incurred2021-03-31$136,791
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$2,500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$207,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$247,450
Administrative expenses (other) incurred2021-03-31$78,316
Liabilities. Value of operating payables at end of year2021-03-31$320,253
Liabilities. Value of operating payables at beginning of year2021-03-31$949,586
Total non interest bearing cash at end of year2021-03-31$48,166
Total non interest bearing cash at beginning of year2021-03-31$1,754,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$42,963,113
Value of net assets at end of year (total assets less liabilities)2021-03-31$175,175,230
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$132,212,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$621,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$131,137,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$98,628,961
Value of interest in common/collective trusts at end of year2021-03-31$43,208,652
Value of interest in common/collective trusts at beginning of year2021-03-31$31,381,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$34,696,979
Net investment gain or loss from common/collective trusts2021-03-31$11,827,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$8,500,288
Employer contributions (assets) at end of year2021-03-31$893,914
Employer contributions (assets) at beginning of year2021-03-31$1,149,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$12,917,905
Contract administrator fees2021-03-31$202,263
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-03-31310800053
2020 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$949,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$300,737
Total income from all sources (including contributions)2020-03-31$-7,182,420
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$13,090,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$12,098,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$8,897,337
Value of total assets at end of year2020-03-31$133,161,703
Value of total assets at beginning of year2020-03-31$152,785,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$991,746
Total interest from all sources2020-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$3,132,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$3,132,759
Administrative expenses professional fees incurred2020-03-31$118,053
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$2,500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$247,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$300,013
Other income not declared elsewhere2020-03-31$2,881
Administrative expenses (other) incurred2020-03-31$83,798
Liabilities. Value of operating payables at end of year2020-03-31$949,586
Liabilities. Value of operating payables at beginning of year2020-03-31$300,737
Total non interest bearing cash at end of year2020-03-31$1,754,836
Total non interest bearing cash at beginning of year2020-03-31$845,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-20,272,869
Value of net assets at end of year (total assets less liabilities)2020-03-31$132,212,117
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$152,484,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$607,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$98,628,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$111,867,565
Value of interest in common/collective trusts at end of year2020-03-31$31,381,013
Value of interest in common/collective trusts at beginning of year2020-03-31$38,810,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-11,785,984
Net investment gain or loss from common/collective trusts2020-03-31$-7,429,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$8,897,337
Employer contributions (assets) at end of year2020-03-31$1,149,443
Employer contributions (assets) at beginning of year2020-03-31$961,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$12,098,703
Contract administrator fees2020-03-31$182,331
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-03-31310800053
2019 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$300,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$119,706
Total income from all sources (including contributions)2019-03-31$13,471,802
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$12,367,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$11,397,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$8,692,798
Value of total assets at end of year2019-03-31$152,785,723
Value of total assets at beginning of year2019-03-31$151,500,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$969,886
Total interest from all sources2019-03-31$17
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$2,638,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$2,638,495
Administrative expenses professional fees incurred2019-03-31$132,255
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$2,500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$300,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$185,096
Other income not declared elsewhere2019-03-31$25
Administrative expenses (other) incurred2019-03-31$90,825
Liabilities. Value of operating payables at end of year2019-03-31$300,737
Liabilities. Value of operating payables at beginning of year2019-03-31$119,706
Total non interest bearing cash at end of year2019-03-31$845,893
Total non interest bearing cash at beginning of year2019-03-31$1,019,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,104,379
Value of net assets at end of year (total assets less liabilities)2019-03-31$152,484,986
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$151,380,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$580,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$111,867,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$112,663,551
Value of interest in common/collective trusts at end of year2019-03-31$38,810,427
Value of interest in common/collective trusts at beginning of year2019-03-31$36,851,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$181,524
Net investment gain or loss from common/collective trusts2019-03-31$1,958,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$8,692,798
Employer contributions (assets) at end of year2019-03-31$961,825
Employer contributions (assets) at beginning of year2019-03-31$780,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$11,397,537
Contract administrator fees2019-03-31$166,706
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-03-31310800053
2018 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$119,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$172,699
Total income from all sources (including contributions)2018-03-31$21,216,603
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$11,803,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$10,847,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$8,009,433
Value of total assets at end of year2018-03-31$151,500,313
Value of total assets at beginning of year2018-03-31$142,140,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$955,711
Total interest from all sources2018-03-31$176
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$2,458,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$2,458,368
Administrative expenses professional fees incurred2018-03-31$123,393
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$2,500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$185,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$108,218
Other income not declared elsewhere2018-03-31$193
Administrative expenses (other) incurred2018-03-31$81,225
Liabilities. Value of operating payables at end of year2018-03-31$119,706
Liabilities. Value of operating payables at beginning of year2018-03-31$172,699
Total non interest bearing cash at end of year2018-03-31$1,019,603
Total non interest bearing cash at beginning of year2018-03-31$910,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$9,413,256
Value of net assets at end of year (total assets less liabilities)2018-03-31$151,380,607
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$141,967,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$585,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$112,663,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$100,719,280
Value of interest in common/collective trusts at end of year2018-03-31$36,851,484
Value of interest in common/collective trusts at beginning of year2018-03-31$39,616,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$7,513,621
Net investment gain or loss from common/collective trusts2018-03-31$3,234,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$8,009,433
Employer contributions (assets) at end of year2018-03-31$780,579
Employer contributions (assets) at beginning of year2018-03-31$785,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$10,847,636
Contract administrator fees2018-03-31$165,923
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-03-31310800053
2017 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$172,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$189,859
Total income from all sources (including contributions)2017-03-31$25,642,082
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$12,917,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$11,909,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$7,502,835
Value of total assets at end of year2017-03-31$142,140,050
Value of total assets at beginning of year2017-03-31$129,432,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$1,008,266
Total interest from all sources2017-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$2,072,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$2,072,449
Assets. Real estate other than employer real property at beginning of year2017-03-31$0
Administrative expenses professional fees incurred2017-03-31$119,863
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$2,500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$108,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$61,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$0
Other income not declared elsewhere2017-03-31$26,054
Administrative expenses (other) incurred2017-03-31$84,087
Liabilities. Value of operating payables at end of year2017-03-31$172,699
Liabilities. Value of operating payables at beginning of year2017-03-31$189,859
Total non interest bearing cash at end of year2017-03-31$910,419
Total non interest bearing cash at beginning of year2017-03-31$771,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$12,724,509
Value of net assets at end of year (total assets less liabilities)2017-03-31$141,967,351
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$129,242,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$637,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$100,719,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$95,577,568
Value of interest in common/collective trusts at end of year2017-03-31$39,616,503
Value of interest in common/collective trusts at beginning of year2017-03-31$32,279,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$8,703,317
Net investment gain or loss from common/collective trusts2017-03-31$7,337,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$7,502,835
Employer contributions (assets) at end of year2017-03-31$785,630
Employer contributions (assets) at beginning of year2017-03-31$743,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$11,909,307
Contract administrator fees2017-03-31$167,067
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$0
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-03-31310800053
2016 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$189,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$177,412
Total income from all sources (including contributions)2016-03-31$5,473,638
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$12,789,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$11,721,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$7,664,928
Value of total assets at end of year2016-03-31$129,432,701
Value of total assets at beginning of year2016-03-31$136,736,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$1,068,549
Total income from rents2016-03-31$34,791
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$2,069,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$2,069,291
Assets. Real estate other than employer real property at end of year2016-03-31$0
Assets. Real estate other than employer real property at beginning of year2016-03-31$3,100,000
Administrative expenses professional fees incurred2016-03-31$179,655
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$2,500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$61,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$144,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$6,080
Other income not declared elsewhere2016-03-31$61
Administrative expenses (other) incurred2016-03-31$79,111
Liabilities. Value of operating payables at end of year2016-03-31$189,859
Liabilities. Value of operating payables at beginning of year2016-03-31$171,332
Total non interest bearing cash at end of year2016-03-31$771,480
Total non interest bearing cash at beginning of year2016-03-31$723,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-7,316,354
Value of net assets at end of year (total assets less liabilities)2016-03-31$129,242,842
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$136,559,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$614,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$95,577,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$131,998,867
Value of interest in common/collective trusts at end of year2016-03-31$32,279,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-3,942,127
Net investment gain or loss from common/collective trusts2016-03-31$-353,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$7,664,928
Employer contributions (assets) at end of year2016-03-31$743,390
Employer contributions (assets) at beginning of year2016-03-31$759,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$11,721,443
Contract administrator fees2016-03-31$194,836
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$10,427
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2016-03-31310800053
2015 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-03-31$200,000
Total unrealized appreciation/depreciation of assets2015-03-31$200,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$177,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$433,708
Total income from all sources (including contributions)2015-03-31$17,597,819
Total loss/gain on sale of assets2015-03-31$123,797
Total of all expenses incurred2015-03-31$12,960,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$11,997,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$8,080,705
Value of total assets at end of year2015-03-31$136,736,608
Value of total assets at beginning of year2015-03-31$132,355,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$962,737
Total income from rents2015-03-31$136,034
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$2,161,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$2,161,939
Assets. Real estate other than employer real property at end of year2015-03-31$3,100,000
Assets. Real estate other than employer real property at beginning of year2015-03-31$2,900,000
Administrative expenses professional fees incurred2015-03-31$72,323
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$2,500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$144,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$181,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$6,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$262,287
Other income not declared elsewhere2015-03-31$63,865
Administrative expenses (other) incurred2015-03-31$140,990
Liabilities. Value of operating payables at end of year2015-03-31$171,332
Liabilities. Value of operating payables at beginning of year2015-03-31$171,421
Total non interest bearing cash at end of year2015-03-31$723,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$4,637,631
Value of net assets at end of year (total assets less liabilities)2015-03-31$136,559,196
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$131,921,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$617,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$131,998,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$128,007,773
Value of interest in common/collective trusts at end of year2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$6,831,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$8,080,705
Employer contributions (assets) at end of year2015-03-31$759,535
Employer contributions (assets) at beginning of year2015-03-31$1,254,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$11,997,451
Contract administrator fees2015-03-31$131,860
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$10,427
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$11,459
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$10,621,128
Aggregate carrying amount (costs) on sale of assets2015-03-31$10,497,331
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31FRUSH & ASSOCIATES INC
Accountancy firm EIN2015-03-31311308134
2014 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-03-31$250,000
Total unrealized appreciation/depreciation of assets2014-03-31$250,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$433,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$200,738
Total income from all sources (including contributions)2014-03-31$22,555,496
Total loss/gain on sale of assets2014-03-31$52
Total of all expenses incurred2014-03-31$11,755,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$10,788,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$8,355,637
Value of total assets at end of year2014-03-31$132,355,273
Value of total assets at beginning of year2014-03-31$121,322,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$967,389
Total income from rents2014-03-31$132,370
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$2,034,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$2,034,133
Assets. Real estate other than employer real property at end of year2014-03-31$2,900,000
Assets. Real estate other than employer real property at beginning of year2014-03-31$2,650,000
Administrative expenses professional fees incurred2014-03-31$60,000
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$2,500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$181,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$215,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$262,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$12,913
Administrative expenses (other) incurred2014-03-31$149,103
Liabilities. Value of operating payables at end of year2014-03-31$171,421
Liabilities. Value of operating payables at beginning of year2014-03-31$187,825
Total non interest bearing cash at beginning of year2014-03-31$608,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$10,799,740
Value of net assets at end of year (total assets less liabilities)2014-03-31$131,921,565
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$121,121,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$630,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$128,007,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$115,165,750
Value of interest in common/collective trusts at end of year2014-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,643,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,643,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$11,783,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$8,355,637
Employer contributions (assets) at end of year2014-03-31$1,254,695
Employer contributions (assets) at beginning of year2014-03-31$930,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$10,788,367
Contract administrator fees2014-03-31$127,852
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$11,459
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$109,638
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$3,912,167
Aggregate carrying amount (costs) on sale of assets2014-03-31$3,912,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31FRUSH & ASSOCIATES INC
Accountancy firm EIN2014-03-31311308134
2013 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$200,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$134,834
Total income from all sources (including contributions)2013-03-31$20,568,447
Total loss/gain on sale of assets2013-03-31$81,284
Total of all expenses incurred2013-03-31$9,917,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$9,045,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$8,294,156
Value of total assets at end of year2013-03-31$121,322,563
Value of total assets at beginning of year2013-03-31$110,605,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$871,813
Total income from rents2013-03-31$118,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Assets. Real estate other than employer real property at end of year2013-03-31$2,650,000
Assets. Real estate other than employer real property at beginning of year2013-03-31$2,650,000
Administrative expenses professional fees incurred2013-03-31$58,721
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$215,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$167,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$12,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$12,913
Administrative expenses (other) incurred2013-03-31$163,259
Liabilities. Value of operating payables at end of year2013-03-31$187,825
Liabilities. Value of operating payables at beginning of year2013-03-31$121,921
Total non interest bearing cash at end of year2013-03-31$608,636
Total non interest bearing cash at beginning of year2013-03-31$193,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$10,651,025
Value of net assets at end of year (total assets less liabilities)2013-03-31$121,121,825
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$110,470,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$521,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$115,165,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$106,730,107
Value of interest in common/collective trusts at end of year2013-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,643,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$12,074,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$8,294,156
Employer contributions (assets) at end of year2013-03-31$930,153
Employer contributions (assets) at beginning of year2013-03-31$738,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$9,045,609
Contract administrator fees2013-03-31$127,839
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$109,638
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$126,617
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$13,144,737
Aggregate carrying amount (costs) on sale of assets2013-03-31$13,063,453
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31FRUSH & ASSOCIATES INC
Accountancy firm EIN2013-03-31311308134
2012 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$134,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$105,899
Total income from all sources (including contributions)2012-03-31$11,891,567
Total loss/gain on sale of assets2012-03-31$2,569
Total of all expenses incurred2012-03-31$10,300,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$9,518,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$7,444,538
Value of total assets at end of year2012-03-31$110,605,634
Value of total assets at beginning of year2012-03-31$108,985,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$781,983
Total income from rents2012-03-31$115,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Assets. Real estate other than employer real property at end of year2012-03-31$2,650,000
Assets. Real estate other than employer real property at beginning of year2012-03-31$2,600,000
Administrative expenses professional fees incurred2012-03-31$96,719
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$167,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$217,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$12,913
Administrative expenses (other) incurred2012-03-31$174,874
Liabilities. Value of operating payables at end of year2012-03-31$121,921
Liabilities. Value of operating payables at beginning of year2012-03-31$105,899
Total non interest bearing cash at end of year2012-03-31$193,179
Total non interest bearing cash at beginning of year2012-03-31$140,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$1,591,225
Value of net assets at end of year (total assets less liabilities)2012-03-31$110,470,800
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$108,879,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$382,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$106,730,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$105,326,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$4,329,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$7,444,538
Employer contributions (assets) at end of year2012-03-31$738,168
Employer contributions (assets) at beginning of year2012-03-31$691,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$9,518,359
Contract administrator fees2012-03-31$128,284
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$126,617
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$9,331
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$9,990,807
Aggregate carrying amount (costs) on sale of assets2012-03-31$9,988,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31FRUSH & ASSOCIATES INC
Accountancy firm EIN2012-03-31311308134
2011 : PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$105,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$125,983
Total income from all sources (including contributions)2011-03-31$19,794,196
Total loss/gain on sale of assets2011-03-31$1,460,811
Total of all expenses incurred2011-03-31$9,597,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$8,918,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$6,054,808
Value of total assets at end of year2011-03-31$108,985,474
Value of total assets at beginning of year2011-03-31$98,808,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$679,022
Total income from rents2011-03-31$111,802
Total interest from all sources2011-03-31$286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Assets. Real estate other than employer real property at end of year2011-03-31$2,600,000
Assets. Real estate other than employer real property at beginning of year2011-03-31$2,600,000
Administrative expenses professional fees incurred2011-03-31$69,531
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$217,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$268,092
Administrative expenses (other) incurred2011-03-31$105,833
Liabilities. Value of operating payables at end of year2011-03-31$105,899
Liabilities. Value of operating payables at beginning of year2011-03-31$125,983
Total non interest bearing cash at end of year2011-03-31$140,882
Total non interest bearing cash at beginning of year2011-03-31$434,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$10,196,883
Value of net assets at end of year (total assets less liabilities)2011-03-31$108,879,575
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$98,682,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$392,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$105,326,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$95,053,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$12,166,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$6,054,808
Employer contributions (assets) at end of year2011-03-31$691,214
Employer contributions (assets) at beginning of year2011-03-31$449,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$8,918,291
Contract administrator fees2011-03-31$111,088
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$9,331
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$3,067
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$26,633,827
Aggregate carrying amount (costs) on sale of assets2011-03-31$25,173,016
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31FRUSH & ASSOCIATES INC
Accountancy firm EIN2011-03-31311308134

Form 5500 Responses for PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN

2022: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & PIPEFITTERS LOCAL NO 189 PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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