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PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN
Plan identification number 002

PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PLUMBERS AND PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS AND PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN
Employer identification number (EIN):311387429
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 162 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARK TERRILL2023-10-09
0022021-01-01MARK TERRILL2022-10-07
0022020-01-01MARK TERRILL2021-10-14
0022019-01-01MARK TERRILL2020-10-06
0022018-01-01MARK TERRILL2019-10-15
0022018-01-01MARK TERRILL2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01R. DEAN BRILL HOWARD L. KRISHER2015-10-14
0022013-01-01R. DEAN BRILL HOWARD L. KRISHER2014-10-14
0022012-01-01R. DEAN BRILL HOWARD L. KRISHER2013-10-14
0022011-01-01R. DEAN BRILL HOWARD L. KRISHER2012-10-15
0022010-01-01R. DEAN BRILL HOWARD L. KRISHER2011-10-17
0022009-01-01R. DEAN BRILL HOWARD L. KRISHER2010-10-15
0022009-01-01R. DEAN BRILL HOWARD L. KRISHER2010-10-15

Plan Statistics for PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01639
Total number of active participants reported on line 7a of the Form 55002022-01-01619
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01664
Number of participants with account balances2022-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01654
Total number of active participants reported on line 7a of the Form 55002021-01-01601
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01639
Number of participants with account balances2021-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01622
Total number of active participants reported on line 7a of the Form 55002020-01-01625
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01650
Number of participants with account balances2020-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0145
2019: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01588
Total number of active participants reported on line 7a of the Form 55002019-01-01601
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01622
Number of participants with account balances2019-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0145
2018: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01544
Total number of active participants reported on line 7a of the Form 55002018-01-01566
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01588
Number of participants with account balances2018-01-01577
Number of employers contributing to the scheme2018-01-010
2017: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01541
Total number of active participants reported on line 7a of the Form 55002017-01-01539
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01541
Number of participants with account balances2017-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0158
2016: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01544
Total number of active participants reported on line 7a of the Form 55002016-01-01505
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01541
Number of employers contributing to the scheme2016-01-0156
2015: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01517
Total number of active participants reported on line 7a of the Form 55002015-01-01487
Number of retired or separated participants receiving benefits2015-01-0134
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0123
Total participants2015-01-01544
Number of participants with account balances2015-01-01544
Number of employers contributing to the scheme2015-01-0154
2014: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01417
Total number of active participants reported on line 7a of the Form 55002014-01-01490
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0127
Total participants2014-01-01517
Number of participants with account balances2014-01-01517
Number of employers contributing to the scheme2014-01-0142
2013: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01473
Total number of active participants reported on line 7a of the Form 55002013-01-01413
Total of all active and inactive participants2013-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01417
Number of participants with account balances2013-01-01417
Number of employers contributing to the scheme2013-01-0142
2012: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01519
Total number of active participants reported on line 7a of the Form 55002012-01-01349
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01473
Number of participants with account balances2012-01-01473
Number of employers contributing to the scheme2012-01-0140
2011: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01547
Total number of active participants reported on line 7a of the Form 55002011-01-01461
Number of retired or separated participants receiving benefits2011-01-0135
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01519
Number of participants with account balances2011-01-01519
Number of employers contributing to the scheme2011-01-0141
2010: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01525
Total number of active participants reported on line 7a of the Form 55002010-01-01490
Number of retired or separated participants receiving benefits2010-01-0138
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01547
Number of participants with account balances2010-01-01547
Number of employers contributing to the scheme2010-01-0141
2009: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01550
Total number of active participants reported on line 7a of the Form 55002009-01-01468
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01525
Number of participants with account balances2009-01-01525
Number of employers contributing to the scheme2009-01-0144

Financial Data on PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,279
Total income from all sources (including contributions)2022-12-31$-5,707,738
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,545,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,331,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,426,499
Value of total assets at end of year2022-12-31$41,930,585
Value of total assets at beginning of year2022-12-31$50,191,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$214,677
Total interest from all sources2022-12-31$3,327,352
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$206,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$206,536
Administrative expenses professional fees incurred2022-12-31$73,072
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$20,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$32,366
Liabilities. Value of operating payables at end of year2022-12-31$28,274
Liabilities. Value of operating payables at beginning of year2022-12-31$35,279
Total non interest bearing cash at end of year2022-12-31$361,067
Total non interest bearing cash at beginning of year2022-12-31$240,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,253,660
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,902,311
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,155,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$141,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,506,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,576,712
Interest earned on other investments2022-12-31$3,121,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$205,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,681,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,167,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,668,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,405,667
Employer contributions (assets) at end of year2022-12-31$372,657
Employer contributions (assets) at beginning of year2022-12-31$174,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,331,245
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-12-31310800053
2021 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$35,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,117
Total income from all sources (including contributions)2021-12-31$9,290,595
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,894,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,746,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,992,155
Value of total assets at end of year2021-12-31$50,191,250
Value of total assets at beginning of year2021-12-31$43,789,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,949
Total interest from all sources2021-12-31$104,663
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,452,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,452,461
Administrative expenses professional fees incurred2021-12-31$34,234
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,774,116
Amount contributed by the employer to the plan for this plan year2021-12-31$1,774,116
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$218,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$32,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$13,902
Administrative expenses (other) incurred2021-12-31$15,299
Liabilities. Value of operating payables at end of year2021-12-31$35,279
Liabilities. Value of operating payables at beginning of year2021-12-31$29,117
Total non interest bearing cash at end of year2021-12-31$240,750
Total non interest bearing cash at beginning of year2021-12-31$190,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,395,842
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,155,971
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,760,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$71,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,576,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,743,793
Interest earned on other investments2021-12-31$104,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,167,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,602,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,741,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,774,116
Employer contributions (assets) at end of year2021-12-31$174,074
Employer contributions (assets) at beginning of year2021-12-31$238,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,746,804
Contract administrator fees2021-12-31$26,936
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE AND CO., LLC
Accountancy firm EIN2021-12-31311178661
2020 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,982
Total income from all sources (including contributions)2020-12-31$7,765,147
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,198,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,055,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,009,619
Value of total assets at end of year2020-12-31$43,789,246
Value of total assets at beginning of year2020-12-31$38,222,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$142,932
Total interest from all sources2020-12-31$136,306
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,014,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,014,172
Administrative expenses professional fees incurred2020-12-31$32,582
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,940,537
Amount contributed by the employer to the plan for this plan year2020-12-31$1,940,537
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$16,121
Administrative expenses (other) incurred2020-12-31$13,097
Liabilities. Value of operating payables at end of year2020-12-31$29,117
Liabilities. Value of operating payables at beginning of year2020-12-31$28,982
Total non interest bearing cash at end of year2020-12-31$190,445
Total non interest bearing cash at beginning of year2020-12-31$262,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,566,763
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,760,129
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,193,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$70,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,743,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,969,973
Interest earned on other investments2020-12-31$136,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,602,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,798,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,605,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,940,537
Employer contributions (assets) at end of year2020-12-31$238,306
Employer contributions (assets) at beginning of year2020-12-31$174,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,055,452
Contract administrator fees2020-12-31$27,045
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE AND CO., LLC
Accountancy firm EIN2020-12-31311178661
2019 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,001
Total income from all sources (including contributions)2019-12-31$8,943,658
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,906,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,752,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,061,755
Value of total assets at end of year2019-12-31$38,222,348
Value of total assets at beginning of year2019-12-31$31,197,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$154,002
Total interest from all sources2019-12-31$146,130
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,232,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,232,564
Administrative expenses professional fees incurred2019-12-31$34,271
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,045,241
Amount contributed by the employer to the plan for this plan year2019-12-31$2,045,241
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$16,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$67,159
Administrative expenses (other) incurred2019-12-31$20,274
Liabilities. Value of operating payables at end of year2019-12-31$28,982
Liabilities. Value of operating payables at beginning of year2019-12-31$41,001
Total non interest bearing cash at end of year2019-12-31$262,656
Total non interest bearing cash at beginning of year2019-12-31$217,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,037,337
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,193,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,156,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$72,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,969,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,720,618
Interest earned on other investments2019-12-31$146,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,798,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,503,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,045,241
Employer contributions (assets) at end of year2019-12-31$174,899
Employer contributions (assets) at beginning of year2019-12-31$191,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,752,319
Contract administrator fees2019-12-31$26,934
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE AND CO., LLC
Accountancy firm EIN2019-12-31311178661
2018 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$41,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,465
Total income from all sources (including contributions)2018-12-31$226,581
Total of all expenses incurred2018-12-31$2,005,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,800,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,135,860
Value of total assets at end of year2018-12-31$31,197,030
Value of total assets at beginning of year2018-12-31$32,968,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$205,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$54,330
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$134,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$67,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$14,707
Administrative expenses (other) incurred2018-12-31$102,976
Liabilities. Value of operating payables at end of year2018-12-31$41,001
Liabilities. Value of operating payables at beginning of year2018-12-31$33,465
Total non interest bearing cash at end of year2018-12-31$217,773
Total non interest bearing cash at beginning of year2018-12-31$120,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,779,353
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,156,029
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,935,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,720,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,757,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,942,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,909,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,001,123
Employer contributions (assets) at end of year2018-12-31$191,480
Employer contributions (assets) at beginning of year2018-12-31$133,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,800,022
Contract administrator fees2018-12-31$27,791
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUE AND CO., LLC
Accountancy firm EIN2018-12-31311178661
2017 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,063
Total income from all sources (including contributions)2017-12-31$6,634,823
Total of all expenses incurred2017-12-31$1,760,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,634,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,660,554
Value of total assets at end of year2017-12-31$32,968,847
Value of total assets at beginning of year2017-12-31$28,096,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$125,868
Total interest from all sources2017-12-31$9,095
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,425,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,425,705
Administrative expenses professional fees incurred2017-12-31$53,563
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,542,459
Amount contributed by the employer to the plan for this plan year2017-12-31$1,542,459
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$14,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$54,852
Administrative expenses (other) incurred2017-12-31$15,893
Liabilities. Value of operating payables at end of year2017-12-31$33,465
Liabilities. Value of operating payables at beginning of year2017-12-31$35,063
Total non interest bearing cash at end of year2017-12-31$120,806
Total non interest bearing cash at beginning of year2017-12-31$115,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,874,208
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,935,382
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,061,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,757,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,824,977
Interest earned on other investments2017-12-31$9,095
Value of interest in common/collective trusts at beginning of year2017-12-31$3,921,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,942,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,498,016
Net investment gain or loss from common/collective trusts2017-12-31$41,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,542,459
Employer contributions (assets) at end of year2017-12-31$133,053
Employer contributions (assets) at beginning of year2017-12-31$179,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,634,747
Contract administrator fees2017-12-31$35,907
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUE AND CO., LLC
Accountancy firm EIN2017-12-31311178661
2016 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,127
Total income from all sources (including contributions)2016-12-31$3,053,007
Total of all expenses incurred2016-12-31$1,453,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,348,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,789,943
Value of total assets at end of year2016-12-31$28,096,237
Value of total assets at beginning of year2016-12-31$26,496,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$104,725
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,224,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,224,401
Administrative expenses professional fees incurred2016-12-31$69,778
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,717,330
Amount contributed by the employer to the plan for this plan year2016-12-31$1,717,330
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$54,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,858
Administrative expenses (other) incurred2016-12-31$14,493
Liabilities. Value of operating payables at end of year2016-12-31$35,063
Liabilities. Value of operating payables at beginning of year2016-12-31$35,127
Total non interest bearing cash at end of year2016-12-31$115,172
Total non interest bearing cash at beginning of year2016-12-31$67,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,599,423
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,061,174
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,461,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,824,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,398,630
Value of interest in common/collective trusts at end of year2016-12-31$3,921,470
Value of interest in common/collective trusts at beginning of year2016-12-31$3,855,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-9,193
Net investment gain or loss from common/collective trusts2016-12-31$47,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,717,330
Employer contributions (assets) at end of year2016-12-31$179,766
Employer contributions (assets) at beginning of year2016-12-31$168,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,348,859
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUE AND CO., LLC
Accountancy firm EIN2016-12-31311178661
2015 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,252
Total income from all sources (including contributions)2015-12-31$1,650,148
Total of all expenses incurred2015-12-31$1,167,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,001,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,559,087
Value of total assets at end of year2015-12-31$26,496,878
Value of total assets at beginning of year2015-12-31$26,018,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$165,440
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,515,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,515,236
Administrative expenses professional fees incurred2015-12-31$71,522
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,412,882
Amount contributed by the employer to the plan for this plan year2015-12-31$1,412,882
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$146,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,196
Administrative expenses (other) incurred2015-12-31$73,126
Liabilities. Value of operating payables at end of year2015-12-31$35,127
Liabilities. Value of operating payables at beginning of year2015-12-31$39,252
Total non interest bearing cash at end of year2015-12-31$39,607
Total non interest bearing cash at beginning of year2015-12-31$5,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$482,911
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,461,751
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,978,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,398,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,026,326
Value of interest in common/collective trusts at end of year2015-12-31$3,855,036
Value of interest in common/collective trusts at beginning of year2015-12-31$3,799,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$44,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$44,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,424,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,412,882
Employer contributions (assets) at end of year2015-12-31$168,967
Employer contributions (assets) at beginning of year2015-12-31$130,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,001,797
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31311178661
2014 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,290
Total income from all sources (including contributions)2014-12-31$2,570,168
Total of all expenses incurred2014-12-31$1,784,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,676,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,269,359
Value of total assets at end of year2014-12-31$26,018,092
Value of total assets at beginning of year2014-12-31$25,199,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$108,060
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,386,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,386,278
Administrative expenses professional fees incurred2014-12-31$69,833
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,215,693
Amount contributed by the employer to the plan for this plan year2014-12-31$1,215,693
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$36,624
Administrative expenses (other) incurred2014-12-31$18,109
Liabilities. Value of operating payables at end of year2014-12-31$39,252
Liabilities. Value of operating payables at beginning of year2014-12-31$6,290
Total non interest bearing cash at end of year2014-12-31$5,063
Total non interest bearing cash at beginning of year2014-12-31$34,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$785,178
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,978,840
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,193,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,026,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,148,154
Value of interest in common/collective trusts at end of year2014-12-31$3,799,478
Value of interest in common/collective trusts at beginning of year2014-12-31$3,806,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$44,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$68,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$68,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-83,631
Net investment gain or loss from common/collective trusts2014-12-31$-1,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,215,693
Employer contributions (assets) at end of year2014-12-31$130,918
Employer contributions (assets) at beginning of year2014-12-31$106,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,676,930
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUE & COMPANY
Accountancy firm EIN2014-12-31351178661
2013 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,978
Total income from all sources (including contributions)2013-12-31$5,784,302
Total of all expenses incurred2013-12-31$2,010,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,890,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,208,799
Value of total assets at end of year2013-12-31$25,199,952
Value of total assets at beginning of year2013-12-31$21,429,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$120,682
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$889,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$889,804
Administrative expenses professional fees incurred2013-12-31$67,447
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,119,037
Amount contributed by the employer to the plan for this plan year2013-12-31$1,119,037
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$89,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$36,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$126,820
Administrative expenses (other) incurred2013-12-31$32,701
Liabilities. Value of operating payables at end of year2013-12-31$6,290
Liabilities. Value of operating payables at beginning of year2013-12-31$8,978
Total non interest bearing cash at end of year2013-12-31$34,300
Total non interest bearing cash at beginning of year2013-12-31$8,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,773,579
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,193,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,420,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,148,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,975,133
Value of interest in common/collective trusts at end of year2013-12-31$3,806,331
Value of interest in common/collective trusts at beginning of year2013-12-31$4,155,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$68,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,747,256
Net investment gain or loss from common/collective trusts2013-12-31$-61,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,119,037
Employer contributions (assets) at end of year2013-12-31$106,539
Employer contributions (assets) at beginning of year2013-12-31$154,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,890,041
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31OSSEGE COMBS & MANN, LTD.
Accountancy firm EIN2013-12-31311432639
2012 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,073
Total income from all sources (including contributions)2012-12-31$3,554,209
Total of all expenses incurred2012-12-31$1,750,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,588,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,399,928
Value of total assets at end of year2012-12-31$21,429,061
Value of total assets at beginning of year2012-12-31$19,645,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$161,201
Total interest from all sources2012-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$541,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$541,197
Administrative expenses professional fees incurred2012-12-31$96,615
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,180,987
Amount contributed by the employer to the plan for this plan year2012-12-31$1,180,987
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$218,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$126,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,407
Administrative expenses (other) incurred2012-12-31$49,353
Liabilities. Value of operating payables at end of year2012-12-31$8,978
Liabilities. Value of operating payables at beginning of year2012-12-31$29,073
Total non interest bearing cash at end of year2012-12-31$8,335
Total non interest bearing cash at beginning of year2012-12-31$32,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,804,014
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,420,083
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,616,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,975,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,038,441
Value of interest in common/collective trusts at end of year2012-12-31$4,155,883
Value of interest in common/collective trusts at beginning of year2012-12-31$4,348,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$104,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$104,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,549,574
Net investment gain or loss from common/collective trusts2012-12-31$63,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,180,983
Employer contributions (assets) at end of year2012-12-31$154,408
Employer contributions (assets) at beginning of year2012-12-31$108,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,588,994
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31OSSEGE COMBS & MANN, LTD.
Accountancy firm EIN2012-12-31311432639
2011 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$36,057
Total income from all sources (including contributions)2011-12-31$1,258,879
Total of all expenses incurred2011-12-31$1,473,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,348,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,460,032
Value of total assets at end of year2011-12-31$19,645,142
Value of total assets at beginning of year2011-12-31$19,866,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$124,492
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$512,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$512,733
Administrative expenses professional fees incurred2011-12-31$48,580
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,379,575
Amount contributed by the employer to the plan for this plan year2011-12-31$1,379,575
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$80,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,350
Administrative expenses (other) incurred2011-12-31$53,142
Liabilities. Value of operating payables at end of year2011-12-31$29,073
Liabilities. Value of operating payables at beginning of year2011-12-31$36,057
Total non interest bearing cash at end of year2011-12-31$32,360
Total non interest bearing cash at beginning of year2011-12-31$16,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-214,437
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,616,069
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,830,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$22,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,038,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,299,314
Value of interest in common/collective trusts at end of year2011-12-31$4,348,600
Value of interest in common/collective trusts at beginning of year2011-12-31$4,230,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$104,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$122,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$122,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-842,923
Net investment gain or loss from common/collective trusts2011-12-31$129,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,379,575
Employer contributions (assets) at end of year2011-12-31$108,036
Employer contributions (assets) at beginning of year2011-12-31$188,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,348,824
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31OSSEGE COMBS & MANN, LTD.
Accountancy firm EIN2011-12-31311432639
2010 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,533
Total income from all sources (including contributions)2010-12-31$3,676,527
Total of all expenses incurred2010-12-31$1,218,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,077,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,697,018
Value of total assets at end of year2010-12-31$19,866,563
Value of total assets at beginning of year2010-12-31$17,407,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$141,382
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$258,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$258,845
Administrative expenses professional fees incurred2010-12-31$75,332
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,600,471
Amount contributed by the employer to the plan for this plan year2010-12-31$1,600,471
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$96,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,350
Administrative expenses (other) incurred2010-12-31$50,787
Liabilities. Value of operating payables at end of year2010-12-31$36,057
Liabilities. Value of operating payables at beginning of year2010-12-31$34,533
Total non interest bearing cash at end of year2010-12-31$16,241
Total non interest bearing cash at beginning of year2010-12-31$3,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,457,979
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,830,506
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,372,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$15,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,299,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,089,853
Value of interest in common/collective trusts at end of year2010-12-31$4,230,172
Value of interest in common/collective trusts at beginning of year2010-12-31$4,044,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$122,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$134,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$134,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,558,289
Net investment gain or loss from common/collective trusts2010-12-31$162,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,600,471
Employer contributions (assets) at end of year2010-12-31$188,229
Employer contributions (assets) at beginning of year2010-12-31$134,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,077,166
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31OSSEGE COMBS & MANN, LTD.
Accountancy firm EIN2010-12-31311432639
2009 : PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$1,365,469
Amount contributed by the employer to the plan for this plan year2009-12-31$1,365,469

Form 5500 Responses for PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN

2022: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & PIPEFITTERS LOCAL 162 RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62676-1
Policy instance 1
Insurance contract or identification numberMR 62676-1
Number of Individuals Covered619
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781133-01
Policy instance 2
Insurance contract or identification number781133-01
Number of Individuals Covered161
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62676
Policy instance 1
Insurance contract or identification numberMR 62676
Number of Individuals Covered639
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62676
Policy instance 1
Insurance contract or identification numberMR 62676
Number of Individuals Covered639
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62676-1
Policy instance 1
Insurance contract or identification numberMR 62676-1
Number of Individuals Covered622
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62676-1
Policy instance 1
Insurance contract or identification numberMR 62676-1
Number of Individuals Covered588
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62676-1
Policy instance 1
Insurance contract or identification numberMR 62676-1
Number of Individuals Covered539
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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