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PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 401k Plan overview

Plan NamePENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO)
Plan identification number 001

PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776
Employer identification number (EIN):346682531
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01BRAD WENDEL2023-04-04 SAM HALKER2023-04-09
0012020-07-01MICHAEL KNISLEY2022-04-06 SAM HALKER2022-04-06
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01MICHAEL KNISLEY SAM D HALKER2018-04-10
0012015-07-01MICHAEL KNISLEY SAM D HALKER2017-04-25
0012015-07-01MICHAEL KNISLEY SAM D HALKER2017-04-20
0012014-07-01MICHAEL KNISLEY SAM D HALKER2016-04-20
0012013-07-01MICHAEL KNISLEY SAM D HALKER2016-04-18
0012012-07-01MICHAEL KNISLEY SAM D HALKER2014-03-17
0012011-07-01DAVID KESSEN SAM HALKER2013-01-30
0012009-07-01DAVID KESSEN TIMOTHY MILLER2011-01-31

Plan Statistics for PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO)

401k plan membership statisitcs for PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO)

Measure Date Value
2022: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2022 401k membership
Current value of assets2022-06-3056,226,521
Acturial value of assets for funding standard account2022-06-3050,498,808
Accrued liability for plan using immediate gains methods2022-06-3046,059,393
Accrued liability under unit credit cost method2022-06-3046,059,393
RPA 94 current liability2022-06-3093,291,064
Expected increase in current liability due to benefits accruing during the plan year2022-06-303,786,050
Expected release from RPA 94 current liability for plan year2022-06-302,947,182
Expected plan disbursements for the plan year2022-06-303,070,957
Current value of assets2022-06-3056,226,521
Number of retired participants and beneficiaries receiving payment2022-06-30228
Current liability for retired participants and beneficiaries receiving payment2022-06-3042,769,916
Number of terminated vested participants2022-06-3048
Current liability for terminated vested participants2022-06-305,823,550
Current liability for active participants non vested benefits2022-06-304,076,460
Current liability for active participants vested benefits2022-06-3040,621,138
Total number of active articipats2022-06-30254
Current liability for active participants2022-06-3044,697,598
Total participant count with liabilities2022-06-30530
Total current liabilitoes for participants with libailities2022-06-3093,291,064
Total employer contributions in plan year2022-06-302,056,644
Total employee contributions in plan year2022-06-300
Prior year funding deficiency2022-06-300
Employer’s normal cost for plan year as of valuation date2022-06-301,328,457
Prior year credit balance2022-06-3014,803,231
Amortization credits as of valuation date2022-06-30812,020
2021: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2021 401k membership
Total participants, beginning-of-year2021-07-01530
Total number of active participants reported on line 7a of the Form 55002021-07-01237
Number of retired or separated participants receiving benefits2021-07-01234
Number of other retired or separated participants entitled to future benefits2021-07-0153
Total of all active and inactive participants2021-07-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01524
Number of employers contributing to the scheme2021-07-0127
Current value of assets2021-06-3045,975,990
Acturial value of assets for funding standard account2021-06-3046,640,899
Accrued liability for plan using immediate gains methods2021-06-3044,791,239
Accrued liability under unit credit cost method2021-06-3044,791,239
RPA 94 current liability2021-06-3080,707,189
Expected increase in current liability due to benefits accruing during the plan year2021-06-303,256,388
Expected release from RPA 94 current liability for plan year2021-06-302,795,062
Expected plan disbursements for the plan year2021-06-302,938,157
Current value of assets2021-06-3045,975,990
Number of retired participants and beneficiaries receiving payment2021-06-30222
Current liability for retired participants and beneficiaries receiving payment2021-06-3038,267,768
Number of terminated vested participants2021-06-3045
Current liability for terminated vested participants2021-06-304,988,823
Current liability for active participants non vested benefits2021-06-307,531,612
Current liability for active participants vested benefits2021-06-3029,918,986
Total number of active articipats2021-06-30263
Current liability for active participants2021-06-3037,450,598
Total participant count with liabilities2021-06-30530
Total current liabilitoes for participants with libailities2021-06-3080,707,189
Total employer contributions in plan year2021-06-301,887,667
Total employee contributions in plan year2021-06-300
Prior year funding deficiency2021-06-300
Employer’s normal cost for plan year as of valuation date2021-06-301,407,116
Prior year credit balance2021-06-3015,096,190
Amortization credits as of valuation date2021-06-30607,812
2020: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2020 401k membership
Total participants, beginning-of-year2020-07-01530
Total number of active participants reported on line 7a of the Form 55002020-07-01254
Number of retired or separated participants receiving benefits2020-07-01276
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01530
Number of employers contributing to the scheme2020-07-0120
Current value of assets2020-06-3044,385,829
Acturial value of assets for funding standard account2020-06-3044,289,748
Accrued liability for plan using immediate gains methods2020-06-3042,358,842
Accrued liability under unit credit cost method2020-06-3042,358,842
RPA 94 current liability2020-06-3073,029,480
Expected increase in current liability due to benefits accruing during the plan year2020-06-302,671,430
Expected release from RPA 94 current liability for plan year2020-06-302,683,991
Expected plan disbursements for the plan year2020-06-302,826,815
Current value of assets2020-06-3044,385,829
Number of retired participants and beneficiaries receiving payment2020-06-30220
Current liability for retired participants and beneficiaries receiving payment2020-06-3035,550,731
Number of terminated vested participants2020-06-3043
Current liability for terminated vested participants2020-06-303,796,544
Current liability for active participants non vested benefits2020-06-306,176,126
Current liability for active participants vested benefits2020-06-3027,506,079
Total number of active articipats2020-06-30251
Current liability for active participants2020-06-3033,682,205
Total participant count with liabilities2020-06-30514
Total current liabilitoes for participants with libailities2020-06-3073,029,480
Total employer contributions in plan year2020-06-302,249,961
Total employee contributions in plan year2020-06-300
Prior year funding deficiency2020-06-300
Employer’s normal cost for plan year as of valuation date2020-06-301,316,573
Prior year credit balance2020-06-3014,826,013
Amortization credits as of valuation date2020-06-30613,235
2019: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2019 401k membership
Total participants, beginning-of-year2019-07-01514
Total number of active participants reported on line 7a of the Form 55002019-07-01263
Number of retired or separated participants receiving benefits2019-07-01158
Number of other retired or separated participants entitled to future benefits2019-07-0145
Total of all active and inactive participants2019-07-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0164
Total participants2019-07-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
Number of employers contributing to the scheme2019-07-0130
Current value of assets2019-06-3042,601,357
Acturial value of assets for funding standard account2019-06-3041,680,238
Accrued liability for plan using immediate gains methods2019-06-3040,989,363
Accrued liability under unit credit cost method2019-06-3040,989,363
RPA 94 current liability2019-06-3069,391,935
Expected increase in current liability due to benefits accruing during the plan year2019-06-302,671,430
Expected plan disbursements for the plan year2019-06-302,680,959
Current value of assets2019-06-3042,601,357
Number of retired participants and beneficiaries receiving payment2019-06-30227
Current liability for retired participants and beneficiaries receiving payment2019-06-3035,635,985
Number of terminated vested participants2019-06-3043
Current liability for terminated vested participants2019-06-303,726,029
Current liability for active participants non vested benefits2019-06-305,564,179
Current liability for active participants vested benefits2019-06-3024,465,742
Total number of active articipats2019-06-30233
Current liability for active participants2019-06-3030,029,921
Total participant count with liabilities2019-06-30503
Total current liabilitoes for participants with libailities2019-06-3069,391,935
Total employer contributions in plan year2019-06-302,504,483
Total employee contributions in plan year2019-06-300
Prior year funding deficiency2019-06-300
Employer’s normal cost for plan year as of valuation date2019-06-301,252,969
Prior year credit balance2019-06-3014,278,953
Amortization credits as of valuation date2019-06-30613,235
2018: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2018 401k membership
Total participants, beginning-of-year2018-07-01503
Total number of active participants reported on line 7a of the Form 55002018-07-01251
Number of retired or separated participants receiving benefits2018-07-01158
Number of other retired or separated participants entitled to future benefits2018-07-0143
Total of all active and inactive participants2018-07-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0162
Total participants2018-07-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-012
Number of employers contributing to the scheme2018-07-0127
Current value of assets2018-06-3039,993,554
Acturial value of assets for funding standard account2018-06-3039,665,723
Accrued liability for plan using immediate gains methods2018-06-3039,867,331
Accrued liability under unit credit cost method2018-06-3039,867,331
RPA 94 current liability2018-06-3066,808,105
Expected increase in current liability due to benefits accruing during the plan year2018-06-302,700,294
Expected plan disbursements for the plan year2018-06-302,653,428
Current value of assets2018-06-3039,993,554
Number of retired participants and beneficiaries receiving payment2018-06-30227
Current liability for retired participants and beneficiaries receiving payment2018-06-3035,392,342
Number of terminated vested participants2018-06-3044
Current liability for terminated vested participants2018-06-303,735,149
Current liability for active participants non vested benefits2018-06-304,916,957
Current liability for active participants vested benefits2018-06-3022,763,657
Total number of active articipats2018-06-30232
Current liability for active participants2018-06-3027,680,614
Total participant count with liabilities2018-06-30503
Total current liabilitoes for participants with libailities2018-06-3066,808,105
Total employer contributions in plan year2018-06-301,914,269
Total employee contributions in plan year2018-06-300
Prior year funding deficiency2018-06-300
Employer’s normal cost for plan year as of valuation date2018-06-301,195,075
Prior year credit balance2018-06-3014,310,021
Amortization credits as of valuation date2018-06-30591,987
2017: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2017 401k membership
Total participants, beginning-of-year2017-07-01503
Total number of active participants reported on line 7a of the Form 55002017-07-01233
Number of retired or separated participants receiving benefits2017-07-01162
Number of other retired or separated participants entitled to future benefits2017-07-0143
Total of all active and inactive participants2017-07-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0165
Total participants2017-07-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
Number of employers contributing to the scheme2017-07-0118
Current value of assets2017-06-3036,369,537
Acturial value of assets for funding standard account2017-06-3037,805,493
Accrued liability for plan using immediate gains methods2017-06-3038,462,646
Accrued liability under unit credit cost method2017-06-3038,462,646
RPA 94 current liability2017-06-3064,196,957
Expected increase in current liability due to benefits accruing during the plan year2017-06-302,540,755
Expected plan disbursements for the plan year2017-06-302,604,717
Current value of assets2017-06-3036,369,537
Number of retired participants and beneficiaries receiving payment2017-06-30231
Current liability for retired participants and beneficiaries receiving payment2017-06-3034,533,202
Number of terminated vested participants2017-06-3038
Current liability for terminated vested participants2017-06-303,062,893
Current liability for active participants non vested benefits2017-06-302,038,645
Current liability for active participants vested benefits2017-06-3024,562,217
Total number of active articipats2017-06-30241
Current liability for active participants2017-06-3026,600,862
Total participant count with liabilities2017-06-30510
Total current liabilitoes for participants with libailities2017-06-3064,196,957
Total employer contributions in plan year2017-06-301,753,845
Total employee contributions in plan year2017-06-300
Prior year funding deficiency2017-06-300
Employer’s normal cost for plan year as of valuation date2017-06-301,181,583
Prior year credit balance2017-06-3014,482,721
Amortization credits as of valuation date2017-06-30516,609
2016: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2016 401k membership
Total participants, beginning-of-year2016-07-01510
Total number of active participants reported on line 7a of the Form 55002016-07-01232
Number of retired or separated participants receiving benefits2016-07-01161
Number of other retired or separated participants entitled to future benefits2016-07-0144
Total of all active and inactive participants2016-07-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0166
Total participants2016-07-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
Number of employers contributing to the scheme2016-07-0118
Current value of assets2016-06-3035,722,709
Acturial value of assets for funding standard account2016-06-3035,875,961
Accrued liability for plan using immediate gains methods2016-06-3036,871,706
Accrued liability under unit credit cost method2016-06-3036,871,706
RPA 94 current liability2016-06-3060,458,529
Expected increase in current liability due to benefits accruing during the plan year2016-06-302,423,234
Expected plan disbursements for the plan year2016-06-302,578,308
Current value of assets2016-06-3035,722,709
Number of retired participants and beneficiaries receiving payment2016-06-30221
Current liability for retired participants and beneficiaries receiving payment2016-06-3031,305,965
Number of terminated vested participants2016-06-3034
Current liability for terminated vested participants2016-06-302,456,541
Current liability for active participants non vested benefits2016-06-301,823,090
Current liability for active participants vested benefits2016-06-3024,872,933
Total number of active articipats2016-06-30238
Current liability for active participants2016-06-3026,696,023
Total participant count with liabilities2016-06-30493
Total current liabilitoes for participants with libailities2016-06-3060,458,529
Total employer contributions in plan year2016-06-302,434,904
Total employee contributions in plan year2016-06-300
Prior year funding deficiency2016-06-300
Employer’s normal cost for plan year as of valuation date2016-06-301,142,653
Prior year credit balance2016-06-3012,897,613
Amortization credits as of valuation date2016-06-301,506,215
2015: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2015 401k membership
Total participants, beginning-of-year2015-07-01493
Total number of active participants reported on line 7a of the Form 55002015-07-01241
Number of retired or separated participants receiving benefits2015-07-01165
Number of other retired or separated participants entitled to future benefits2015-07-0138
Total of all active and inactive participants2015-07-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0161
Total participants2015-07-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
Number of employers contributing to the scheme2015-07-0125
Current value of assets2015-06-3034,530,161
Acturial value of assets for funding standard account2015-06-3033,262,440
Accrued liability for plan using immediate gains methods2015-06-3035,297,618
RPA 94 current liability2015-06-3055,700,517
Expected increase in current liability due to benefits accruing during the plan year2015-06-301,595,322
Expected plan disbursements for the plan year2015-06-302,475,923
Current value of assets2015-06-3034,530,161
Number of retired participants and beneficiaries receiving payment2015-06-30222
Current liability for retired participants and beneficiaries receiving payment2015-06-3029,539,929
Number of terminated vested participants2015-06-3033
Current liability for terminated vested participants2015-06-302,103,565
Current liability for active participants non vested benefits2015-06-304,813,819
Current liability for active participants vested benefits2015-06-3019,243,204
Total number of active articipats2015-06-30227
Current liability for active participants2015-06-3024,057,023
Total participant count with liabilities2015-06-30482
Total current liabilitoes for participants with libailities2015-06-3055,700,517
Total employer contributions in plan year2015-06-302,012,720
Total employee contributions in plan year2015-06-300
Prior year funding deficiency2015-06-300
Employer’s normal cost for plan year as of valuation date2015-06-30823,465
Prior year credit balance2015-06-3011,207,489
Amortization credits as of valuation date2015-06-301,785,650
2014: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2014 401k membership
Total participants, beginning-of-year2014-07-01482
Total number of active participants reported on line 7a of the Form 55002014-07-01238
Number of retired or separated participants receiving benefits2014-07-01160
Number of other retired or separated participants entitled to future benefits2014-07-0134
Total of all active and inactive participants2014-07-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0161
Total participants2014-07-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
Number of employers contributing to the scheme2014-07-0118
Current value of assets2014-06-3029,685,883
Acturial value of assets for funding standard account2014-06-3030,751,207
Accrued liability for plan using immediate gains methods2014-06-3033,346,398
RPA 94 current liability2014-06-3054,574,371
Expected increase in current liability due to benefits accruing during the plan year2014-06-301,735,723
Expected plan disbursements for the plan year2014-06-302,201,578
Current value of assets2014-06-3029,685,883
Number of retired participants and beneficiaries receiving payment2014-06-30208
Current liability for retired participants and beneficiaries receiving payment2014-06-3025,704,328
Number of terminated vested participants2014-06-3033
Current liability for terminated vested participants2014-06-302,493,189
Current liability for active participants non vested benefits2014-06-304,793,314
Current liability for active participants vested benefits2014-06-3021,583,540
Total number of active articipats2014-06-30231
Current liability for active participants2014-06-3026,376,854
Total participant count with liabilities2014-06-30472
Total current liabilitoes for participants with libailities2014-06-3054,574,371
Total employer contributions in plan year2014-06-301,786,063
Total employee contributions in plan year2014-06-300
Prior year funding deficiency2014-06-300
Employer’s normal cost for plan year as of valuation date2014-06-30864,479
Prior year credit balance2014-06-309,872,499
Amortization credits as of valuation date2014-06-301,709,468
2013: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2013 401k membership
Total participants, beginning-of-year2013-07-01472
Total number of active participants reported on line 7a of the Form 55002013-07-01227
Number of retired or separated participants receiving benefits2013-07-01159
Number of other retired or separated participants entitled to future benefits2013-07-0133
Total of all active and inactive participants2013-07-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0159
Total participants2013-07-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-0120
2012: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2012 401k membership
Total participants, beginning-of-year2012-07-01495
Total number of active participants reported on line 7a of the Form 55002012-07-01231
Number of retired or separated participants receiving benefits2012-07-01154
Number of other retired or separated participants entitled to future benefits2012-07-0133
Total of all active and inactive participants2012-07-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0154
Total participants2012-07-01472
Number of employers contributing to the scheme2012-07-0132
2011: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2011 401k membership
Total participants, beginning-of-year2011-07-01470
Total number of active participants reported on line 7a of the Form 55002011-07-01269
Number of retired or separated participants receiving benefits2011-07-01149
Number of other retired or separated participants entitled to future benefits2011-07-0123
Total of all active and inactive participants2011-07-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0154
Total participants2011-07-01495
Number of employers contributing to the scheme2011-07-0126
2009: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2009 401k membership
Total participants, beginning-of-year2009-07-01469
Total number of active participants reported on line 7a of the Form 55002009-07-01243
Number of retired or separated participants receiving benefits2009-07-01154
Number of other retired or separated participants entitled to future benefits2009-07-0121
Total of all active and inactive participants2009-07-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0151
Total participants2009-07-01469
Number of employers contributing to the scheme2009-07-0127

Financial Data on PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO)

Measure Date Value
2022 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$20,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$30,767
Total income from all sources (including contributions)2022-06-30$-3,071,785
Total loss/gain on sale of assets2022-06-30$-373,367
Total of all expenses incurred2022-06-30$3,467,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,227,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,056,644
Value of total assets at end of year2022-06-30$49,707,721
Value of total assets at beginning of year2022-06-30$56,257,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$239,895
Total interest from all sources2022-06-30$57,118
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$469,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$469,200
Administrative expenses professional fees incurred2022-06-30$52,444
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$9,676
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$4,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$19,748
Administrative expenses (other) incurred2022-06-30$33,347
Liabilities. Value of operating payables at end of year2022-06-30$20,281
Liabilities. Value of operating payables at beginning of year2022-06-30$30,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,539,081
Value of net assets at end of year (total assets less liabilities)2022-06-30$49,687,440
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$56,226,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$3,064,012
Assets. partnership/joint venture interests at beginning of year2022-06-30$2,415,418
Investment advisory and management fees2022-06-30$87,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$18,628,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$16,971,913
Value of interest in pooled separate accounts at end of year2022-06-30$495,318
Value of interest in pooled separate accounts at beginning of year2022-06-30$466,892
Interest earned on other investments2022-06-30$55,603
Value of interest in common/collective trusts at end of year2022-06-30$25,945,767
Value of interest in common/collective trusts at beginning of year2022-06-30$34,758,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$29,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$35,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$35,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,167,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,215,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,184,246
Net investment gain or loss from common/collective trusts2022-06-30$-2,097,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,056,644
Employer contributions (assets) at end of year2022-06-30$368,159
Employer contributions (assets) at beginning of year2022-06-30$370,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,227,401
Contract administrator fees2022-06-30$66,624
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$7,018,119
Aggregate carrying amount (costs) on sale of assets2022-06-30$7,391,486
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-06-30310800053
2021 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$30,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$34,130
Total income from all sources (including contributions)2021-06-30$13,230,907
Total loss/gain on sale of assets2021-06-30$400,597
Total of all expenses incurred2021-06-30$2,980,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,779,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,887,667
Value of total assets at end of year2021-06-30$56,257,288
Value of total assets at beginning of year2021-06-30$46,010,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$200,821
Total interest from all sources2021-06-30$60,449
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$620,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$620,811
Administrative expenses professional fees incurred2021-06-30$32,981
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$4,340
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$9,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$19,748
Other income not declared elsewhere2021-06-30$201,683
Administrative expenses (other) incurred2021-06-30$26,533
Liabilities. Value of operating payables at end of year2021-06-30$30,767
Liabilities. Value of operating payables at beginning of year2021-06-30$34,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$10,250,531
Value of net assets at end of year (total assets less liabilities)2021-06-30$56,226,521
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$45,975,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$2,415,418
Assets. partnership/joint venture interests at beginning of year2021-06-30$2,213,735
Investment advisory and management fees2021-06-30$85,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$16,971,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$14,277,774
Value of interest in pooled separate accounts at end of year2021-06-30$466,892
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,473,562
Interest earned on other investments2021-06-30$58,984
Value of interest in common/collective trusts at end of year2021-06-30$34,758,358
Value of interest in common/collective trusts at beginning of year2021-06-30$26,493,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$35,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$33,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$33,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$1,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,215,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,268,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$520,903
Net investment gain or loss from common/collective trusts2021-06-30$9,538,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,887,667
Employer contributions (assets) at end of year2021-06-30$370,134
Employer contributions (assets) at beginning of year2021-06-30$239,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,779,555
Contract administrator fees2021-06-30$55,360
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$7,346,456
Aggregate carrying amount (costs) on sale of assets2021-06-30$6,945,859
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-06-30310800053
2020 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$132,045
Total unrealized appreciation/depreciation of assets2020-06-30$132,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$34,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$825,467
Total income from all sources (including contributions)2020-06-30$4,492,515
Total loss/gain on sale of assets2020-06-30$914,289
Total of all expenses incurred2020-06-30$2,902,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,696,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,249,961
Value of total assets at end of year2020-06-30$46,010,120
Value of total assets at beginning of year2020-06-30$45,211,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$205,526
Total interest from all sources2020-06-30$303,150
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$450,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$450,971
Administrative expenses professional fees incurred2020-06-30$35,448
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$9,548
Administrative expenses (other) incurred2020-06-30$24,183
Liabilities. Value of operating payables at end of year2020-06-30$34,130
Liabilities. Value of operating payables at beginning of year2020-06-30$825,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,590,161
Value of net assets at end of year (total assets less liabilities)2020-06-30$45,975,990
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$44,385,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$2,213,735
Assets. partnership/joint venture interests at beginning of year2020-06-30$2,081,690
Investment advisory and management fees2020-06-30$109,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$14,277,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$18,356,024
Value of interest in pooled separate accounts at end of year2020-06-30$1,473,562
Value of interest in pooled separate accounts at beginning of year2020-06-30$438,260
Interest earned on other investments2020-06-30$275,366
Value of interest in common/collective trusts at end of year2020-06-30$26,493,688
Value of interest in common/collective trusts at beginning of year2020-06-30$21,790,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$33,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$56,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$56,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$27,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,268,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,242,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$352,884
Net investment gain/loss from pooled separate accounts2020-06-30$147
Net investment gain or loss from common/collective trusts2020-06-30$89,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,249,961
Employer contributions (assets) at end of year2020-06-30$239,930
Employer contributions (assets) at beginning of year2020-06-30$1,245,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,696,828
Contract administrator fees2020-06-30$36,156
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$26,808,999
Aggregate carrying amount (costs) on sale of assets2020-06-30$25,894,710
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CLARK SCHAEFER HACKETT
Accountancy firm EIN2020-06-30341087273
2019 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$81,690
Total unrealized appreciation/depreciation of assets2019-06-30$81,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$825,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$18,637
Total income from all sources (including contributions)2019-06-30$4,583,454
Total loss/gain on sale of assets2019-06-30$357,065
Total of all expenses incurred2019-06-30$2,798,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,579,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,504,483
Value of total assets at end of year2019-06-30$45,211,296
Value of total assets at beginning of year2019-06-30$42,619,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$219,026
Total interest from all sources2019-06-30$82,684
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$770,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$770,139
Administrative expenses professional fees incurred2019-06-30$33,311
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$27,317
Liabilities. Value of operating payables at end of year2019-06-30$825,467
Liabilities. Value of operating payables at beginning of year2019-06-30$18,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,784,472
Value of net assets at end of year (total assets less liabilities)2019-06-30$44,385,829
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$42,601,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$2,081,690
Investment advisory and management fees2019-06-30$122,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$18,356,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$17,917,945
Value of interest in pooled separate accounts at end of year2019-06-30$438,260
Value of interest in pooled separate accounts at beginning of year2019-06-30$460,866
Interest earned on other investments2019-06-30$69,885
Value of interest in common/collective trusts at end of year2019-06-30$21,790,715
Value of interest in common/collective trusts at beginning of year2019-06-30$22,600,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$56,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$32,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$32,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$12,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,242,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,318,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$28,773
Net investment gain/loss from pooled separate accounts2019-06-30$8,674
Net investment gain or loss from common/collective trusts2019-06-30$749,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,504,483
Employer contributions (assets) at end of year2019-06-30$1,245,925
Employer contributions (assets) at beginning of year2019-06-30$289,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,579,956
Contract administrator fees2019-06-30$35,525
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$3,221,250
Aggregate carrying amount (costs) on sale of assets2019-06-30$2,864,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CLARK SCHAEFER HACKETT
Accountancy firm EIN2019-06-30341087273
2018 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-55,920
Total unrealized appreciation/depreciation of assets2018-06-30$-55,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$18,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$37,976
Total income from all sources (including contributions)2018-06-30$5,456,763
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,848,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,598,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,914,269
Value of total assets at end of year2018-06-30$42,619,994
Value of total assets at beginning of year2018-06-30$40,031,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$250,332
Total interest from all sources2018-06-30$432,028
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$315,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$315,842
Administrative expenses professional fees incurred2018-06-30$43,279
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$44,872
Liabilities. Value of operating payables at end of year2018-06-30$18,637
Liabilities. Value of operating payables at beginning of year2018-06-30$37,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,607,803
Value of net assets at end of year (total assets less liabilities)2018-06-30$42,601,357
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$39,993,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$126,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$17,917,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,789,038
Value of interest in pooled separate accounts at end of year2018-06-30$460,866
Value of interest in pooled separate accounts at beginning of year2018-06-30$408,534
Interest earned on other investments2018-06-30$432,028
Value of interest in common/collective trusts at end of year2018-06-30$22,600,742
Value of interest in common/collective trusts at beginning of year2018-06-30$20,832,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$32,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$232,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$232,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,318,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,420,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$517,116
Net investment gain/loss from pooled separate accounts2018-06-30$-26
Net investment gain or loss from common/collective trusts2018-06-30$2,333,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,914,269
Employer contributions (assets) at end of year2018-06-30$289,473
Employer contributions (assets) at beginning of year2018-06-30$348,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,598,628
Contract administrator fees2018-06-30$35,976
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CLARK SCHAEFER HACKETT
Accountancy firm EIN2018-06-30341087273
2017 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$998,328
Total unrealized appreciation/depreciation of assets2017-06-30$998,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$37,976
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$154,988
Total income from all sources (including contributions)2017-06-30$6,414,438
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$2,790,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,553,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,753,845
Value of total assets at end of year2017-06-30$40,031,530
Value of total assets at beginning of year2017-06-30$36,524,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$236,850
Total interest from all sources2017-06-30$78,290
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$620,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$620,350
Administrative expenses professional fees incurred2017-06-30$39,057
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$34,406
Liabilities. Value of operating payables at end of year2017-06-30$37,976
Liabilities. Value of operating payables at beginning of year2017-06-30$154,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,624,017
Value of net assets at end of year (total assets less liabilities)2017-06-30$39,993,554
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$36,369,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$128,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,789,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$14,479,143
Value of interest in pooled separate accounts at end of year2017-06-30$408,534
Value of interest in pooled separate accounts at beginning of year2017-06-30$435,413
Interest earned on other investments2017-06-30$78,290
Value of interest in common/collective trusts at end of year2017-06-30$20,832,168
Value of interest in common/collective trusts at beginning of year2017-06-30$19,488,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$232,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$43,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$43,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,420,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,529,459
Net investment gain/loss from pooled separate accounts2017-06-30$-20
Net investment gain or loss from common/collective trusts2017-06-30$2,963,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,753,845
Employer contributions (assets) at end of year2017-06-30$348,171
Employer contributions (assets) at beginning of year2017-06-30$548,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,553,571
Contract administrator fees2017-06-30$35,327
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CLARK SCHAEFER HACKETT
Accountancy firm EIN2017-06-30341087273
2016 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$138,561
Total unrealized appreciation/depreciation of assets2016-06-30$138,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$154,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$36,105
Total income from all sources (including contributions)2016-06-30$3,338,180
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,691,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,467,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,434,904
Value of total assets at end of year2016-06-30$36,524,525
Value of total assets at beginning of year2016-06-30$35,758,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$223,812
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$318,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$318,995
Administrative expenses professional fees incurred2016-06-30$32,209
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$35,927
Liabilities. Value of operating payables at end of year2016-06-30$154,988
Liabilities. Value of operating payables at beginning of year2016-06-30$36,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$646,828
Value of net assets at end of year (total assets less liabilities)2016-06-30$36,369,537
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$35,722,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$0
Assets. partnership/joint venture interests at beginning of year2016-06-30$1,397,765
Investment advisory and management fees2016-06-30$120,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$14,479,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$12,942,967
Value of interest in pooled separate accounts at end of year2016-06-30$435,413
Value of interest in pooled separate accounts at beginning of year2016-06-30$365,991
Value of interest in common/collective trusts at end of year2016-06-30$19,488,844
Value of interest in common/collective trusts at beginning of year2016-06-30$19,013,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$43,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$43,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$43,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,529,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,640,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$200,307
Net investment gain/loss from pooled separate accounts2016-06-30$9,568
Net investment gain or loss from common/collective trusts2016-06-30$235,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,434,904
Employer contributions (assets) at end of year2016-06-30$548,221
Employer contributions (assets) at beginning of year2016-06-30$354,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,467,540
Contract administrator fees2016-06-30$35,268
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30LUBLIN SUSSMAN GROUP LLP
Accountancy firm EIN2016-06-30341087273
2015 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-181,861
Total unrealized appreciation/depreciation of assets2015-06-30$-181,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$36,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$89,107
Total income from all sources (including contributions)2015-06-30$3,705,080
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,512,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,230,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,012,720
Value of total assets at end of year2015-06-30$35,758,814
Value of total assets at beginning of year2015-06-30$34,619,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$282,286
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$616,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$616,936
Administrative expenses professional fees incurred2015-06-30$53,639
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$15,672
Liabilities. Value of operating payables at end of year2015-06-30$36,105
Liabilities. Value of operating payables at beginning of year2015-06-30$89,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,192,548
Value of net assets at end of year (total assets less liabilities)2015-06-30$35,722,709
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$34,530,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$1,397,765
Assets. partnership/joint venture interests at beginning of year2015-06-30$0
Investment advisory and management fees2015-06-30$177,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$12,942,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$12,953,635
Value of interest in pooled separate accounts at end of year2015-06-30$365,991
Value of interest in pooled separate accounts at beginning of year2015-06-30$531,883
Value of interest in common/collective trusts at end of year2015-06-30$19,013,599
Value of interest in common/collective trusts at beginning of year2015-06-30$18,949,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$43,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$86,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$86,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,640,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,751,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$771,170
Net investment gain/loss from pooled separate accounts2015-06-30$6,405
Net investment gain or loss from common/collective trusts2015-06-30$479,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,012,720
Employer contributions (assets) at end of year2015-06-30$354,476
Employer contributions (assets) at beginning of year2015-06-30$345,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,230,246
Contract administrator fees2015-06-30$35,268
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30SUSSMAN GROUP LLP
Accountancy firm EIN2015-06-30341087273
2014 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$4,463,274
Total unrealized appreciation/depreciation of assets2014-06-30$4,463,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$89,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$8,358
Total income from all sources (including contributions)2014-06-30$7,176,766
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,332,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,103,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,786,063
Value of total assets at end of year2014-06-30$34,619,268
Value of total assets at beginning of year2014-06-30$29,694,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$228,716
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$349,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$349,625
Administrative expenses professional fees incurred2014-06-30$51,085
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$23,530
Liabilities. Value of operating payables at end of year2014-06-30$89,107
Liabilities. Value of operating payables at beginning of year2014-06-30$8,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,844,278
Value of net assets at end of year (total assets less liabilities)2014-06-30$34,530,161
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$29,685,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$122,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$12,953,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$11,896,093
Value of interest in pooled separate accounts at end of year2014-06-30$531,883
Value of interest in pooled separate accounts at beginning of year2014-06-30$847,009
Value of interest in common/collective trusts at end of year2014-06-30$18,949,627
Value of interest in common/collective trusts at beginning of year2014-06-30$14,762,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$86,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$30,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$30,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,751,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,873,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$577,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,786,063
Employer contributions (assets) at end of year2014-06-30$345,713
Employer contributions (assets) at beginning of year2014-06-30$283,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,103,772
Contract administrator fees2014-06-30$31,880
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30LUBLINSUSSMAN GROUP LLP
Accountancy firm EIN2014-06-30341087273
2013 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$8,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$15,193
Total income from all sources (including contributions)2013-06-30$5,450,302
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,154,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,946,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,799,599
Value of total assets at end of year2013-06-30$29,694,241
Value of total assets at beginning of year2013-06-30$26,405,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$208,010
Total interest from all sources2013-06-30$66
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$52,194
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$20
Other income not declared elsewhere2013-06-30$3,556
Administrative expenses (other) incurred2013-06-30$16,563
Liabilities. Value of operating payables at end of year2013-06-30$8,358
Liabilities. Value of operating payables at beginning of year2013-06-30$15,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,295,966
Value of net assets at end of year (total assets less liabilities)2013-06-30$29,685,883
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$26,389,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$107,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,896,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$10,720,177
Value of interest in pooled separate accounts at end of year2013-06-30$847,009
Value of interest in pooled separate accounts at beginning of year2013-06-30$801,484
Value of interest in common/collective trusts at end of year2013-06-30$14,762,883
Value of interest in common/collective trusts at beginning of year2013-06-30$12,442,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$30,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$54,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$54,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$66
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,873,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,998,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,259,081
Net investment gain/loss from pooled separate accounts2013-06-30$112,454
Net investment gain or loss from common/collective trusts2013-06-30$275,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,799,599
Employer contributions (assets) at end of year2013-06-30$283,453
Employer contributions (assets) at beginning of year2013-06-30$388,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,946,326
Contract administrator fees2013-06-30$31,572
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30LUBLIN SUSSMAN GROUP LLP
Accountancy firm EIN2013-06-30341087273
2012 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$15,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$80,007
Total income from all sources (including contributions)2012-06-30$2,511,955
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,954,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,766,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,880,342
Value of total assets at end of year2012-06-30$26,405,110
Value of total assets at beginning of year2012-06-30$25,912,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$188,787
Total interest from all sources2012-06-30$382
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$38,021
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$29,291
Other income not declared elsewhere2012-06-30$-14,721
Administrative expenses (other) incurred2012-06-30$14,963
Liabilities. Value of operating payables at end of year2012-06-30$15,193
Liabilities. Value of operating payables at beginning of year2012-06-30$80,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$557,122
Value of net assets at end of year (total assets less liabilities)2012-06-30$26,389,917
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$25,832,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$104,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$10,720,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$10,203,948
Value of interest in pooled separate accounts at end of year2012-06-30$801,484
Value of interest in pooled separate accounts at beginning of year2012-06-30$697,633
Value of interest in common/collective trusts at end of year2012-06-30$12,442,181
Value of interest in common/collective trusts at beginning of year2012-06-30$12,467,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$54,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$14,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$14,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,998,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,129,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-90,909
Net investment gain/loss from pooled separate accounts2012-06-30$111,519
Net investment gain or loss from common/collective trusts2012-06-30$625,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,880,342
Employer contributions (assets) at end of year2012-06-30$388,361
Employer contributions (assets) at beginning of year2012-06-30$370,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,766,046
Contract administrator fees2012-06-30$31,572
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30LUBLIN SUSSMAN GROUP LLP
Accountancy firm EIN2012-06-30341087273
2011 : PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$80,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$9,517
Total income from all sources (including contributions)2011-06-30$6,342,880
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,906,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,681,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,665,411
Value of total assets at end of year2011-06-30$25,912,802
Value of total assets at beginning of year2011-06-30$21,406,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$225,016
Total interest from all sources2011-06-30$361
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$69,522
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$29,291
Other income not declared elsewhere2011-06-30$29,637
Administrative expenses (other) incurred2011-06-30$20,722
Liabilities. Value of operating payables at end of year2011-06-30$80,007
Liabilities. Value of operating payables at beginning of year2011-06-30$9,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,436,296
Value of net assets at end of year (total assets less liabilities)2011-06-30$25,832,795
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$21,396,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$103,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$10,203,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$8,371,394
Value of interest in pooled separate accounts at end of year2011-06-30$697,633
Value of interest in pooled separate accounts at beginning of year2011-06-30$539,945
Value of interest in common/collective trusts at end of year2011-06-30$12,467,025
Value of interest in common/collective trusts at beginning of year2011-06-30$9,814,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$14,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$12,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$12,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,129,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,276,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,337,639
Net investment gain/loss from pooled separate accounts2011-06-30$129,911
Net investment gain or loss from common/collective trusts2011-06-30$3,179,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,665,411
Employer contributions (assets) at end of year2011-06-30$370,929
Employer contributions (assets) at beginning of year2011-06-30$390,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,681,568
Contract administrator fees2011-06-30$31,303
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30LUBLIN SUSSMAN GROUP LLP
Accountancy firm EIN2011-06-30341087273

Form 5500 Responses for PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO)

2021: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 776 (LIMA, OHIO) 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2016
Policy instance 1
Insurance contract or identification numberGA-2016
Number of Individuals Covered232
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2016
Policy instance 1
Insurance contract or identification numberGA-2016
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2016
Policy instance 1
Insurance contract or identification numberGA-2016
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2016
Policy instance 1
Insurance contract or identification numberGA-2016
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2016
Policy instance 1
Insurance contract or identification numberGA-2016
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2016
Policy instance 1
Insurance contract or identification numberGA-2016
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-2016
Policy instance 1
Insurance contract or identification numberGA-2016
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 2016
Policy instance 1
Insurance contract or identification numberGA 2016
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 2016
Policy instance 1
Insurance contract or identification numberGA 2016
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 2016
Policy instance 1
Insurance contract or identification numberGA 2016
Insurance policy start date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA 2016
Policy instance 1
Insurance contract or identification numberGA 2016
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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