PLUMBERS & PIPEFITTERS LOCAL 162 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND
401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND
| Measure | Date | Value |
|---|
| 2022: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 83,450,472 |
| Acturial value of assets for funding standard account | 2022-12-31 | 75,760,047 |
| Accrued liability for plan using immediate gains methods | 2022-12-31 | 104,389,912 |
| Accrued liability under unit credit cost method | 2022-12-31 | 104,389,912 |
| RPA 94 current liability | 2022-12-31 | 204,955,981 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 2,989,288 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 7,348,013 |
| Expected plan disbursements for the plan year | 2022-12-31 | 7,418,187 |
| Current value of assets | 2022-12-31 | 83,450,472 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 483 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 96,859,213 |
| Number of terminated vested participants | 2022-12-31 | 238 |
| Current liability for terminated vested participants | 2022-12-31 | 41,524,689 |
| Current liability for active participants non vested benefits | 2022-12-31 | 1,999,026 |
| Current liability for active participants vested benefits | 2022-12-31 | 64,573,053 |
| Total number of active articipats | 2022-12-31 | 356 |
| Current liability for active participants | 2022-12-31 | 66,572,079 |
| Total participant count with liabilities | 2022-12-31 | 1,077 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 204,955,981 |
| Total employer contributions in plan year | 2022-12-31 | 6,228,103 |
| Total employee contributions in plan year | 2022-12-31 | 0 |
| Prior year funding deficiency | 2022-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 1,157,126 |
| Prior year credit balance | 2022-12-31 | 3,645,172 |
| Amortization credits as of valuation date | 2022-12-31 | 2,579,696 |
| Total participants, beginning-of-year | 2022-01-01 | 1,357 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 390 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 350 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 234 |
| Total of all active and inactive participants | 2022-01-01 | 974 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 137 |
| Total participants | 2022-01-01 | 1,111 |
| Number of participants with account balances | 2022-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| Number of employers contributing to the scheme | 2022-01-01 | 57 |
| 2021: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 74,829,442 |
| Acturial value of assets for funding standard account | 2021-12-31 | 69,811,895 |
| Accrued liability for plan using immediate gains methods | 2021-12-31 | 103,749,396 |
| Accrued liability under unit credit cost method | 2021-12-31 | 103,749,396 |
| RPA 94 current liability | 2021-12-31 | 199,121,703 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 2,826,370 |
| Expected release from RPA 94 current liability for plan year | 2021-12-31 | 7,251,766 |
| Expected plan disbursements for the plan year | 2021-12-31 | 7,327,184 |
| Current value of assets | 2021-12-31 | 74,829,442 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 489 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 94,409,370 |
| Number of terminated vested participants | 2021-12-31 | 230 |
| Current liability for terminated vested participants | 2021-12-31 | 38,045,172 |
| Current liability for active participants non vested benefits | 2021-12-31 | 1,561,748 |
| Current liability for active participants vested benefits | 2021-12-31 | 65,105,413 |
| Total number of active articipats | 2021-12-31 | 366 |
| Current liability for active participants | 2021-12-31 | 66,667,161 |
| Total participant count with liabilities | 2021-12-31 | 1,085 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 199,121,703 |
| Total employer contributions in plan year | 2021-12-31 | 5,229,798 |
| Total employee contributions in plan year | 2021-12-31 | 0 |
| Prior year funding deficiency | 2021-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 1,166,472 |
| Prior year credit balance | 2021-12-31 | 5,074,762 |
| Amortization credits as of valuation date | 2021-12-31 | 2,189,859 |
| Total participants, beginning-of-year | 2021-01-01 | 1,209 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 624 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 346 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 255 |
| Total of all active and inactive participants | 2021-01-01 | 1,225 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 132 |
| Total participants | 2021-01-01 | 1,357 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Number of employers contributing to the scheme | 2021-01-01 | 57 |
| 2020: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 67,374,087 |
| Acturial value of assets for funding standard account | 2020-12-31 | 64,948,660 |
| Accrued liability for plan using immediate gains methods | 2020-12-31 | 100,491,486 |
| Accrued liability under unit credit cost method | 2020-12-31 | 100,491,486 |
| RPA 94 current liability | 2020-12-31 | 175,063,795 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 2,390,711 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 6,894,018 |
| Expected plan disbursements for the plan year | 2020-12-31 | 6,995,705 |
| Current value of assets | 2020-12-31 | 67,374,087 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 490 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 85,541,309 |
| Number of terminated vested participants | 2020-12-31 | 214 |
| Current liability for terminated vested participants | 2020-12-31 | 27,302,969 |
| Current liability for active participants non vested benefits | 2020-12-31 | 1,015,547 |
| Current liability for active participants vested benefits | 2020-12-31 | 61,203,970 |
| Total number of active articipats | 2020-12-31 | 376 |
| Current liability for active participants | 2020-12-31 | 62,219,517 |
| Total participant count with liabilities | 2020-12-31 | 1,080 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 175,063,795 |
| Total employer contributions in plan year | 2020-12-31 | 5,453,016 |
| Total employee contributions in plan year | 2020-12-31 | 0 |
| Prior year funding deficiency | 2020-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 1,209,134 |
| Prior year credit balance | 2020-12-31 | 6,269,245 |
| Amortization credits as of valuation date | 2020-12-31 | 1,974,537 |
| Total participants, beginning-of-year | 2020-01-01 | 1,205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 498 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 356 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 217 |
| Total of all active and inactive participants | 2020-01-01 | 1,071 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 138 |
| Total participants | 2020-01-01 | 1,209 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Number of employers contributing to the scheme | 2020-01-01 | 45 |
| 2019: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 57,174,952 |
| Acturial value of assets for funding standard account | 2019-12-31 | 61,654,789 |
| Accrued liability for plan using immediate gains methods | 2019-12-31 | 97,456,584 |
| Accrued liability under unit credit cost method | 2019-12-31 | 97,456,584 |
| RPA 94 current liability | 2019-12-31 | 169,678,311 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 2,258,083 |
| Expected release from RPA 94 current liability for plan year | 2019-12-31 | 6,560,373 |
| Expected plan disbursements for the plan year | 2019-12-31 | 6,660,747 |
| Current value of assets | 2019-12-31 | 57,174,952 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 490 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 82,414,280 |
| Number of terminated vested participants | 2019-12-31 | 217 |
| Current liability for terminated vested participants | 2019-12-31 | 25,206,685 |
| Current liability for active participants non vested benefits | 2019-12-31 | 956,760 |
| Current liability for active participants vested benefits | 2019-12-31 | 61,100,586 |
| Total number of active articipats | 2019-12-31 | 357 |
| Current liability for active participants | 2019-12-31 | 62,057,346 |
| Total participant count with liabilities | 2019-12-31 | 1,064 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 169,678,311 |
| Total employer contributions in plan year | 2019-12-31 | 5,935,541 |
| Total employee contributions in plan year | 2019-12-31 | 0 |
| Prior year funding deficiency | 2019-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 1,176,590 |
| Prior year credit balance | 2019-12-31 | 6,599,383 |
| Amortization credits as of valuation date | 2019-12-31 | 2,099,087 |
| Total participants, beginning-of-year | 2019-01-01 | 1,064 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 510 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 359 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 193 |
| Total of all active and inactive participants | 2019-01-01 | 1,062 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 143 |
| Total participants | 2019-01-01 | 1,205 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Number of employers contributing to the scheme | 2019-01-01 | 45 |
| 2018: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 59,881,146 |
| Acturial value of assets for funding standard account | 2018-12-31 | 59,684,494 |
| Accrued liability for plan using immediate gains methods | 2018-12-31 | 92,599,647 |
| Unfunded liability for methods with bases using spread gains methods | 2018-12-31 | 0 |
| Accrued liabiliy under entry age normal method | 2018-12-31 | 0 |
| Normal cost under entry age normal method | 2018-12-31 | 0 |
| Accrued liability under unit credit cost method | 2018-12-31 | 92,599,647 |
| RPA 94 current liability | 2018-12-31 | 173,533,013 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 2,545,281 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 6,591,125 |
| Expected plan disbursements for the plan year | 2018-12-31 | 6,891,125 |
| Current value of assets | 2018-12-31 | 59,881,146 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 468 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 83,294,631 |
| Number of terminated vested participants | 2018-12-31 | 232 |
| Current liability for terminated vested participants | 2018-12-31 | 27,642,782 |
| Current liability for active participants non vested benefits | 2018-12-31 | 851,191 |
| Current liability for active participants vested benefits | 2018-12-31 | 61,744,409 |
| Total number of active articipats | 2018-12-31 | 353 |
| Current liability for active participants | 2018-12-31 | 62,595,600 |
| Total participant count with liabilities | 2018-12-31 | 1,053 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 173,533,013 |
| Total employer contributions in plan year | 2018-12-31 | 5,608,258 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 1,210,307 |
| Prior year credit balance | 2018-12-31 | 6,774,117 |
| Amortization credits as of valuation date | 2018-12-31 | 2,154,601 |
| Total participants, beginning-of-year | 2018-01-01 | 1,150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 357 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 346 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 217 |
| Total of all active and inactive participants | 2018-01-01 | 920 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 144 |
| Total participants | 2018-01-01 | 1,064 |
| Number of employers contributing to the scheme | 2018-01-01 | 58 |
| 2017: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 54,308,588 |
| Acturial value of assets for funding standard account | 2017-12-31 | 58,398,352 |
| Accrued liability for plan using immediate gains methods | 2017-12-31 | 91,127,009 |
| Unfunded liability for methods with bases using spread gains methods | 2017-12-31 | 0 |
| Accrued liabiliy under entry age normal method | 2017-12-31 | 0 |
| Normal cost under entry age normal method | 2017-12-31 | 0 |
| Accrued liability under unit credit cost method | 2017-12-31 | 91,127,009 |
| RPA 94 current liability | 2017-12-31 | 161,678,700 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 2,421,248 |
| Expected release from RPA 94 current liability for plan year | 2017-12-31 | 6,506,238 |
| Expected plan disbursements for the plan year | 2017-12-31 | 6,806,238 |
| Current value of assets | 2017-12-31 | 54,308,588 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 471 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 78,045,348 |
| Number of terminated vested participants | 2017-12-31 | 229 |
| Current liability for terminated vested participants | 2017-12-31 | 23,969,016 |
| Current liability for active participants non vested benefits | 2017-12-31 | 835,253 |
| Current liability for active participants vested benefits | 2017-12-31 | 58,829,083 |
| Total number of active articipats | 2017-12-31 | 366 |
| Current liability for active participants | 2017-12-31 | 59,664,336 |
| Total participant count with liabilities | 2017-12-31 | 1,066 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 161,678,700 |
| Total employer contributions in plan year | 2017-12-31 | 5,005,261 |
| Prior year funding deficiency | 2017-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 1,220,414 |
| Prior year credit balance | 2017-12-31 | 7,334,146 |
| Amortization credits as of valuation date | 2017-12-31 | 2,157,295 |
| Total participants, beginning-of-year | 2017-01-01 | 1,075 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 442 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 351 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 213 |
| Total of all active and inactive participants | 2017-01-01 | 1,006 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 144 |
| Total participants | 2017-01-01 | 1,150 |
| Number of employers contributing to the scheme | 2017-01-01 | 58 |
| 2016: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 51,913,714 |
| Acturial value of assets for funding standard account | 2016-12-31 | 57,157,827 |
| Accrued liability for plan using immediate gains methods | 2016-12-31 | 89,110,736 |
| Accrued liability under unit credit cost method | 2016-12-31 | 89,110,736 |
| RPA 94 current liability | 2016-12-31 | 155,184,633 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 2,222,434 |
| Expected release from RPA 94 current liability for plan year | 2016-12-31 | 6,543,889 |
| Expected plan disbursements for the plan year | 2016-12-31 | 6,843,889 |
| Current value of assets | 2016-12-31 | 51,913,714 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 487 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 77,825,562 |
| Number of terminated vested participants | 2016-12-31 | 232 |
| Current liability for terminated vested participants | 2016-12-31 | 22,706,961 |
| Current liability for active participants non vested benefits | 2016-12-31 | 832,234 |
| Current liability for active participants vested benefits | 2016-12-31 | 53,819,876 |
| Total number of active articipats | 2016-12-31 | 355 |
| Current liability for active participants | 2016-12-31 | 54,652,110 |
| Total participant count with liabilities | 2016-12-31 | 1,074 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 155,184,633 |
| Total employer contributions in plan year | 2016-12-31 | 5,188,592 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 1,186,508 |
| Prior year credit balance | 2016-12-31 | 7,360,792 |
| Amortization credits as of valuation date | 2016-12-31 | 2,178,686 |
| Total participants, beginning-of-year | 2016-01-01 | 1,148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 375 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 363 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 229 |
| Total of all active and inactive participants | 2016-01-01 | 967 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 108 |
| Total participants | 2016-01-01 | 1,075 |
| Number of employers contributing to the scheme | 2016-01-01 | 56 |
| 2015: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 53,291,111 |
| Acturial value of assets for funding standard account | 2015-12-31 | 57,445,686 |
| Accrued liability for plan using immediate gains methods | 2015-12-31 | 88,051,503 |
| Accrued liability under unit credit cost method | 2015-12-31 | 88,051,503 |
| RPA 94 current liability | 2015-12-31 | 148,809,725 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 2,043,303 |
| Expected release from RPA 94 current liability for plan year | 2015-12-31 | 6,615,164 |
| Expected plan disbursements for the plan year | 2015-12-31 | 6,915,164 |
| Current value of assets | 2015-12-31 | 53,291,111 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 520 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 78,199,485 |
| Number of terminated vested participants | 2015-12-31 | 232 |
| Current liability for terminated vested participants | 2015-12-31 | 19,571,607 |
| Current liability for active participants non vested benefits | 2015-12-31 | 1,367,890 |
| Current liability for active participants vested benefits | 2015-12-31 | 49,670,743 |
| Total number of active articipats | 2015-12-31 | 344 |
| Current liability for active participants | 2015-12-31 | 51,038,633 |
| Total participant count with liabilities | 2015-12-31 | 1,096 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 148,809,725 |
| Total employer contributions in plan year | 2015-12-31 | 4,563,669 |
| Prior year funding deficiency | 2015-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 1,148,468 |
| Prior year credit balance | 2015-12-31 | 6,789,323 |
| Amortization credits as of valuation date | 2015-12-31 | 3,071,102 |
| Total participants, beginning-of-year | 2015-01-01 | 1,153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 344 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 520 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 232 |
| Total of all active and inactive participants | 2015-01-01 | 1,096 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 52 |
| Total participants | 2015-01-01 | 1,148 |
| Number of employers contributing to the scheme | 2015-01-01 | 38 |
| 2014: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 52,073,584 |
| Acturial value of assets for funding standard account | 2014-12-31 | 57,036,653 |
| Accrued liability for plan using immediate gains methods | 2014-12-31 | 87,580,577 |
| Accrued liability under unit credit cost method | 2014-12-31 | 87,580,577 |
| RPA 94 current liability | 2014-12-31 | 145,376,280 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 1,954,206 |
| Expected release from RPA 94 current liability for plan year | 2014-12-31 | 6,820,897 |
| Expected plan disbursements for the plan year | 2014-12-31 | 7,120,897 |
| Current value of assets | 2014-12-31 | 52,073,584 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 528 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 79,973,063 |
| Number of terminated vested participants | 2014-12-31 | 225 |
| Current liability for terminated vested participants | 2014-12-31 | 18,562,871 |
| Current liability for active participants non vested benefits | 2014-12-31 | 1,731,666 |
| Current liability for active participants vested benefits | 2014-12-31 | 45,108,680 |
| Total number of active articipats | 2014-12-31 | 350 |
| Current liability for active participants | 2014-12-31 | 46,840,346 |
| Total participant count with liabilities | 2014-12-31 | 1,103 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 145,376,280 |
| Total employer contributions in plan year | 2014-12-31 | 4,450,589 |
| Value in reduction in liability resulting from the reduction in benefits | 2014-12-31 | 4,494,746 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 1,118,655 |
| Prior year credit balance | 2014-12-31 | 6,081,375 |
| Amortization credits as of valuation date | 2014-12-31 | 3,212,239 |
| Total participants, beginning-of-year | 2014-01-01 | 1,102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 350 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 528 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 225 |
| Total of all active and inactive participants | 2014-01-01 | 1,103 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 50 |
| Total participants | 2014-01-01 | 1,153 |
| Number of employers contributing to the scheme | 2014-01-01 | 42 |
| 2013: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 48,167,063 |
| Acturial value of assets for funding standard account | 2013-12-31 | 54,151,096 |
| Accrued liability for plan using immediate gains methods | 2013-12-31 | 87,311,745 |
| Accrued liability under unit credit cost method | 2013-12-31 | 92,315,569 |
| RPA 94 current liability | 2013-12-31 | 152,053,765 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 2,139,697 |
| Expected release from RPA 94 current liability for plan year | 2013-12-31 | 6,998,002 |
| Expected plan disbursements for the plan year | 2013-12-31 | 7,298,002 |
| Current value of assets | 2013-12-31 | 48,167,063 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 538 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 80,001,655 |
| Number of terminated vested participants | 2013-12-31 | 212 |
| Current liability for terminated vested participants | 2013-12-31 | 18,987,977 |
| Current liability for active participants non vested benefits | 2013-12-31 | 4,287,895 |
| Current liability for active participants vested benefits | 2013-12-31 | 48,776,238 |
| Total number of active articipats | 2013-12-31 | 374 |
| Current liability for active participants | 2013-12-31 | 53,064,133 |
| Total participant count with liabilities | 2013-12-31 | 1,124 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 152,053,765 |
| Total employer contributions in plan year | 2013-12-31 | 4,551,184 |
| Value in reduction in liability resulting from the reduction in benefits | 2013-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 1,174,401 |
| Prior year credit balance | 2013-12-31 | 5,653,959 |
| Amortization credits as of valuation date | 2013-12-31 | 2,780,421 |
| Total participants, beginning-of-year | 2013-01-01 | 1,125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 350 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 401 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 224 |
| Total of all active and inactive participants | 2013-01-01 | 975 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 127 |
| Total participants | 2013-01-01 | 1,102 |
| Number of employers contributing to the scheme | 2013-01-01 | 41 |
| 2012: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 375 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 419 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 212 |
| Total of all active and inactive participants | 2012-01-01 | 1,006 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 119 |
| Total participants | 2012-01-01 | 1,125 |
| Number of employers contributing to the scheme | 2012-01-01 | 52 |
| 2011: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 429 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 407 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 191 |
| Total of all active and inactive participants | 2011-01-01 | 1,027 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 116 |
| Total participants | 2011-01-01 | 1,143 |
| Number of employers contributing to the scheme | 2011-01-01 | 41 |
| 2009: PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 430 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 405 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 191 |
| Total of all active and inactive participants | 2009-01-01 | 1,026 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 116 |
| Total participants | 2009-01-01 | 1,142 |
| Number of employers contributing to the scheme | 2009-01-01 | 43 |
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $85,593 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $26,736 |
| Total income from all sources (including contributions) | 2022-12-31 | $-5,140,210 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $7,061,961 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,547,996 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,228,103 |
| Value of total assets at end of year | 2022-12-31 | $71,333,894 |
| Value of total assets at beginning of year | 2022-12-31 | $83,477,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $513,965 |
| Total interest from all sources | 2022-12-31 | $213,945 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $625,617 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $625,617 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $99,132 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $44,853 |
| Other income not declared elsewhere | 2022-12-31 | $-12,207,875 |
| Administrative expenses (other) incurred | 2022-12-31 | $209,952 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $85,593 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $26,736 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,003,462 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $912,663 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-12,202,171 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $71,248,301 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $83,450,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $243,974 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $50,784,004 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $62,183,990 |
| Interest earned on other investments | 2022-12-31 | $213,945 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $18,375,399 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $19,688,822 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $233,010 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $74,100 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $74,100 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $6,228,103 |
| Employer contributions (assets) at end of year | 2022-12-31 | $838,887 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $572,780 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,547,996 |
| Contract administrator fees | 2022-12-31 | $60,039 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2022-12-31 | 310800053 |
| 2021 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $26,736 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $26,256 |
| Total income from all sources (including contributions) | 2021-12-31 | $15,651,034 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $7,030,004 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,547,440 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,229,798 |
| Value of total assets at end of year | 2021-12-31 | $83,477,208 |
| Value of total assets at beginning of year | 2021-12-31 | $74,855,698 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $482,564 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,233,122 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,233,122 |
| Administrative expenses professional fees incurred | 2021-12-31 | $124,718 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $21,200 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $44,853 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $570,896 |
| Administrative expenses (other) incurred | 2021-12-31 | $84,673 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $26,736 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $26,256 |
| Total non interest bearing cash at end of year | 2021-12-31 | $912,663 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $369,485 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $8,621,030 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $83,450,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $74,829,442 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $213,132 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $62,183,990 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $54,585,148 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $19,688,822 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $18,107,433 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $74,100 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $503,316 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $503,316 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $8,369,641 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $818,473 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $5,208,598 |
| Employer contributions (assets) at end of year | 2021-12-31 | $572,780 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $719,420 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,547,440 |
| Contract administrator fees | 2021-12-31 | $60,041 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2021-12-31 | 351178661 |
| 2020 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $26,256 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $26,736 |
| Total income from all sources (including contributions) | 2020-12-31 | $14,292,729 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $6,837,374 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,426,044 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,453,016 |
| Value of total assets at end of year | 2020-12-31 | $74,855,698 |
| Value of total assets at beginning of year | 2020-12-31 | $67,400,823 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $411,330 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,126,860 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,126,860 |
| Administrative expenses professional fees incurred | 2020-12-31 | $90,353 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $567 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $570,896 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $28,274 |
| Administrative expenses (other) incurred | 2020-12-31 | $66,373 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $26,256 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $26,736 |
| Total non interest bearing cash at end of year | 2020-12-31 | $369,485 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,050,387 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $7,455,355 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $74,829,442 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $67,374,087 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $194,447 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $54,585,148 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $49,120,618 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $18,107,433 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $16,448,334 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $503,316 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $42,705 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $42,705 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,975,579 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $737,274 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $5,453,016 |
| Employer contributions (assets) at end of year | 2020-12-31 | $719,420 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $709,938 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,426,044 |
| Contract administrator fees | 2020-12-31 | $60,157 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2020-12-31 | 351178661 |
| 2019 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $26,736 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $51,113 |
| Total income from all sources (including contributions) | 2019-12-31 | $16,896,915 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $6,697,780 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,266,361 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,935,541 |
| Value of total assets at end of year | 2019-12-31 | $67,400,823 |
| Value of total assets at beginning of year | 2019-12-31 | $57,226,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $431,419 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,044,447 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,044,447 |
| Administrative expenses professional fees incurred | 2019-12-31 | $168,934 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $567 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $28,274 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $28,274 |
| Administrative expenses (other) incurred | 2019-12-31 | $80,121 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $26,736 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $51,113 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,050,387 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,086,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $10,199,135 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $67,374,087 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $57,174,952 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $182,364 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $49,120,618 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $42,001,182 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $16,448,334 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $13,429,593 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $42,705 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $150,198 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $150,198 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,890,291 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,026,636 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $5,935,541 |
| Employer contributions (assets) at end of year | 2019-12-31 | $709,938 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $530,373 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,266,361 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2019-12-31 | 351178661 |
| 2018 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $51,113 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $95,897 |
| Total income from all sources (including contributions) | 2018-12-31 | $3,845,130 |
| Total of all expenses incurred | 2018-12-31 | $6,551,324 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,110,743 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,585,546 |
| Value of total assets at end of year | 2018-12-31 | $57,226,065 |
| Value of total assets at beginning of year | 2018-12-31 | $59,977,043 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $440,581 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,123,565 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,123,565 |
| Administrative expenses professional fees incurred | 2018-12-31 | $170,809 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $10,925 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $28,274 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $69,929 |
| Administrative expenses (other) incurred | 2018-12-31 | $100,155 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $51,113 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $95,897 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,086,445 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $912,643 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-2,706,194 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $57,174,952 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $59,881,146 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $169,617 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $42,001,182 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $43,469,854 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $13,429,593 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $14,905,384 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $150,198 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $86,402 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $86,402 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,162,090 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $298,109 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $5,585,546 |
| Employer contributions (assets) at end of year | 2018-12-31 | $530,373 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $521,906 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,110,743 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2018-12-31 | 351178661 |
| 2017 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $95,897 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $67,922 |
| Total income from all sources (including contributions) | 2017-12-31 | $12,159,060 |
| Total of all expenses incurred | 2017-12-31 | $6,586,502 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,091,780 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,005,261 |
| Value of total assets at end of year | 2017-12-31 | $59,977,043 |
| Value of total assets at beginning of year | 2017-12-31 | $54,376,510 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $494,722 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $987,426 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $987,426 |
| Administrative expenses professional fees incurred | 2017-12-31 | $233,598 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $10,925 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $69,929 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $154,297 |
| Administrative expenses (other) incurred | 2017-12-31 | $85,109 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $95,897 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $67,922 |
| Total non interest bearing cash at end of year | 2017-12-31 | $912,643 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1,207,557 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $5,572,558 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $59,881,146 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $54,308,588 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $176,015 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $43,469,854 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $37,643,280 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $14,905,384 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $14,735,370 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $86,402 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $40,596 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $40,596 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,772,845 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $393,528 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $5,005,261 |
| Employer contributions (assets) at end of year | 2017-12-31 | $521,906 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $595,410 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,091,780 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BLUE AND CO., LLC |
| Accountancy firm EIN | 2017-12-31 | 351178661 |
| 2016 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $67,922 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $50,820 |
| Total income from all sources (including contributions) | 2016-12-31 | $8,940,249 |
| Total of all expenses incurred | 2016-12-31 | $6,545,375 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,110,336 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,188,592 |
| Value of total assets at end of year | 2016-12-31 | $54,376,510 |
| Value of total assets at beginning of year | 2016-12-31 | $51,964,534 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $435,039 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $913,492 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $913,492 |
| Administrative expenses professional fees incurred | 2016-12-31 | $176,714 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $154,297 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $48,587 |
| Administrative expenses (other) incurred | 2016-12-31 | $70,016 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $67,922 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $50,820 |
| Total non interest bearing cash at end of year | 2016-12-31 | $1,207,557 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,003,803 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,394,874 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $54,308,588 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $51,913,714 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $188,309 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $37,643,280 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $35,648,356 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $14,735,370 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $14,604,503 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $40,596 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $21,961 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $21,961 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,114,325 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $723,840 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $5,188,592 |
| Employer contributions (assets) at end of year | 2016-12-31 | $595,410 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $637,324 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,110,336 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BLUE AND CO., LLC |
| Accountancy firm EIN | 2016-12-31 | 351178661 |
| 2015 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $337,653 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $337,653 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $50,820 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $50,394 |
| Total income from all sources (including contributions) | 2015-12-31 | $5,481,415 |
| Total loss/gain on sale of assets | 2015-12-31 | $85,146 |
| Total of all expenses incurred | 2015-12-31 | $6,858,812 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,389,822 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,563,669 |
| Value of total assets at end of year | 2015-12-31 | $51,964,534 |
| Value of total assets at beginning of year | 2015-12-31 | $53,341,505 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $468,990 |
| Total interest from all sources | 2015-12-31 | $135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,091,035 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,091,035 |
| Assets. Real estate other than employer real property at end of year | 2015-12-31 | $1,785,279 |
| Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $1,960,211 |
| Administrative expenses professional fees incurred | 2015-12-31 | $202,542 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $48,587 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $97,851 |
| Other income not declared elsewhere | 2015-12-31 | $3,658 |
| Administrative expenses (other) incurred | 2015-12-31 | $75,414 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $50,820 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $50,394 |
| Total non interest bearing cash at end of year | 2015-12-31 | $17,315 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $16,970 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-1,377,397 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $51,913,714 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $53,291,111 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $191,034 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $44,243,877 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $45,107,850 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,223,703 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,153,789 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,008,449 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,391,166 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,391,166 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $135 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-599,881 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $4,563,669 |
| Employer contributions (assets) at end of year | 2015-12-31 | $637,324 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $613,345 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,389,822 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $323 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $5,115,184 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $5,030,038 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2015-12-31 | 351178661 |
| 2014 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $256,521 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $256,521 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $50,394 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $72,987 |
| Total income from all sources (including contributions) | 2014-12-31 | $8,247,628 |
| Total loss/gain on sale of assets | 2014-12-31 | $527,016 |
| Total of all expenses incurred | 2014-12-31 | $7,030,101 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,615,224 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,450,589 |
| Value of total assets at end of year | 2014-12-31 | $53,341,505 |
| Value of total assets at beginning of year | 2014-12-31 | $52,146,571 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $414,877 |
| Total interest from all sources | 2014-12-31 | $63 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,198,032 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,198,032 |
| Assets. Real estate other than employer real property at end of year | 2014-12-31 | $1,960,211 |
| Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $1,748,717 |
| Administrative expenses professional fees incurred | 2014-12-31 | $115,535 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $97,851 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $167,501 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $44 |
| Other income not declared elsewhere | 2014-12-31 | $3,522 |
| Administrative expenses (other) incurred | 2014-12-31 | $126,524 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $50,394 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $72,943 |
| Total non interest bearing cash at end of year | 2014-12-31 | $16,970 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $16,239 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,217,527 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $53,291,111 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $52,073,584 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $172,818 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $45,107,850 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $44,251,343 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,153,789 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,705,273 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,391,166 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,790,841 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,790,841 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $63 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,811,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $4,450,589 |
| Employer contributions (assets) at end of year | 2014-12-31 | $613,345 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $465,946 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,615,224 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $323 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $711 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $24,860,661 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $24,333,645 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BLUE & COMPANY |
| Accountancy firm EIN | 2014-12-31 | 351178661 |
| 2013 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $53,003 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $53,003 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $72,987 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,063,140 |
| Total income from all sources (including contributions) | 2013-12-31 | $11,133,497 |
| Total loss/gain on sale of assets | 2013-12-31 | $565,884 |
| Total of all expenses incurred | 2013-12-31 | $7,226,976 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,784,050 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,551,184 |
| Value of total assets at end of year | 2013-12-31 | $52,146,571 |
| Value of total assets at beginning of year | 2013-12-31 | $49,230,203 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $442,926 |
| Total interest from all sources | 2013-12-31 | $42 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,363,948 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,363,948 |
| Assets. Real estate other than employer real property at end of year | 2013-12-31 | $1,748,717 |
| Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $787,500 |
| Administrative expenses professional fees incurred | 2013-12-31 | $161,696 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $167,501 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $717,428 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $44 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $2,649 |
| Other income not declared elsewhere | 2013-12-31 | $16,445 |
| Administrative expenses (other) incurred | 2013-12-31 | $136,497 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $72,943 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $1,060,491 |
| Total non interest bearing cash at end of year | 2013-12-31 | $16,239 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $10,905 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,906,521 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $52,073,584 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,167,063 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $144,733 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $44,251,343 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $40,265,057 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,705,273 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,029,468 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,790,841 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,737,925 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,737,925 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $42 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,582,991 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $4,551,184 |
| Employer contributions (assets) at end of year | 2013-12-31 | $465,946 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $680,821 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,784,050 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $711 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $1,099 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $7,933,117 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $7,367,233 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | OSSEGE COMBS & MANN, LTD |
| Accountancy firm EIN | 2013-12-31 | 311432639 |
| 2012 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $289,162 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $289,162 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,063,140 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,084,475 |
| Total income from all sources (including contributions) | 2012-12-31 | $9,658,250 |
| Total loss/gain on sale of assets | 2012-12-31 | $211,095 |
| Total of all expenses incurred | 2012-12-31 | $7,162,146 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,701,988 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,038,051 |
| Value of total assets at end of year | 2012-12-31 | $49,230,203 |
| Value of total assets at beginning of year | 2012-12-31 | $46,755,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $460,158 |
| Total interest from all sources | 2012-12-31 | $91 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,665,764 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,665,764 |
| Assets. Real estate other than employer real property at end of year | 2012-12-31 | $787,500 |
| Administrative expenses professional fees incurred | 2012-12-31 | $188,152 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $57,602 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $717,428 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,282,370 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $2,649 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,710 |
| Administrative expenses (other) incurred | 2012-12-31 | $127,558 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,060,491 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,082,765 |
| Total non interest bearing cash at end of year | 2012-12-31 | $10,905 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $1,938 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,496,104 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $48,167,063 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $45,670,959 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $1,144,914 |
| Investment advisory and management fees | 2012-12-31 | $144,448 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $40,265,057 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $36,531,163 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,029,468 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $5,128,139 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,737,925 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,135,235 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,135,235 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $91 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,454,087 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $4,038,051 |
| Employer contributions (assets) at end of year | 2012-12-31 | $680,821 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $472,586 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,701,988 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $1,099 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $1,487 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $7,292,052 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $7,080,957 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | OSSEGE COMBS & MANN, LTD |
| Accountancy firm EIN | 2012-12-31 | 311432639 |
| 2011 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-39,110 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-39,110 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,084,475 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $36,387 |
| Total income from all sources (including contributions) | 2011-12-31 | $4,296,686 |
| Total loss/gain on sale of assets | 2011-12-31 | $304,857 |
| Total of all expenses incurred | 2011-12-31 | $6,884,568 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,468,123 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,060,192 |
| Value of total assets at end of year | 2011-12-31 | $46,755,434 |
| Value of total assets at beginning of year | 2011-12-31 | $48,295,228 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $416,445 |
| Total interest from all sources | 2011-12-31 | $225,519 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,084,819 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,084,819 |
| Administrative expenses professional fees incurred | 2011-12-31 | $163,620 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $57,602 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,282,370 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $72,775 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,710 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $2,528 |
| Administrative expenses (other) incurred | 2011-12-31 | $138,070 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,082,765 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $33,859 |
| Total non interest bearing cash at end of year | 2011-12-31 | $1,938 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $8,367 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-2,587,882 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $45,670,959 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $48,258,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $1,144,914 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $1,754,024 |
| Investment advisory and management fees | 2011-12-31 | $114,755 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $36,531,163 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $40,705,310 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $5,128,139 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $3,540,037 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,135,235 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,622,430 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,622,430 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $225,519 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,339,591 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $4,060,192 |
| Employer contributions (assets) at end of year | 2011-12-31 | $472,586 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $590,410 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,468,123 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $1,487 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $1,875 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $11,932,651 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $11,627,794 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | OSSEGE COMBS & MANN, LTD |
| Accountancy firm EIN | 2011-12-31 | 311432639 |
| 2010 : PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $132,509 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $132,509 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $36,387 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $38,844 |
| Total income from all sources (including contributions) | 2010-12-31 | $9,558,317 |
| Total loss/gain on sale of assets | 2010-12-31 | $1,751,722 |
| Total of all expenses incurred | 2010-12-31 | $6,606,564 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,224,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,238,536 |
| Value of total assets at end of year | 2010-12-31 | $48,295,228 |
| Value of total assets at beginning of year | 2010-12-31 | $45,345,932 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $382,361 |
| Total interest from all sources | 2010-12-31 | $270 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,644,971 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,644,971 |
| Administrative expenses professional fees incurred | 2010-12-31 | $115,899 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $72,775 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $73,901 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $2,528 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $2,368 |
| Administrative expenses (other) incurred | 2010-12-31 | $171,372 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $33,859 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $36,476 |
| Total non interest bearing cash at end of year | 2010-12-31 | $8,367 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $7,039 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,951,753 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $48,258,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $45,307,088 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $1,754,024 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $1,976,515 |
| Investment advisory and management fees | 2010-12-31 | $95,090 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $40,705,310 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $41,498,204 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,540,037 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,622,430 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,441,615 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,441,615 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $270 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,790,309 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $4,238,536 |
| Employer contributions (assets) at end of year | 2010-12-31 | $590,410 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $348,658 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,224,203 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $1,875 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $7,668,276 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,916,554 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | OSSEGE COMBS & MANN, LTD |
| Accountancy firm EIN | 2010-12-31 | 311432639 |
