TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
| Measure | Date | Value |
|---|
| 2024 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2024 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-02-29 | $1,755,422 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-02-29 | $1,812,411 |
| Total income from all sources (including contributions) | 2024-02-29 | $12,296,411 |
| Total of all expenses incurred | 2024-02-29 | $8,285,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-02-29 | $7,814,602 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-02-29 | $10,019,712 |
| Value of total assets at end of year | 2024-02-29 | $20,574,586 |
| Value of total assets at beginning of year | 2024-02-29 | $16,620,734 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-02-29 | $470,968 |
| Total interest from all sources | 2024-02-29 | $12,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-02-29 | $445,266 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-02-29 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-02-29 | $445,266 |
| Was this plan covered by a fidelity bond | 2024-02-29 | Yes |
| Value of fidelity bond cover | 2024-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2024-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-02-29 | No |
| Contributions received from participants | 2024-02-29 | $1,150,656 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2024-02-29 | $952,140 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2024-02-29 | $433,370 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2024-02-29 | $283,998 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2024-02-29 | $591,699 |
| Other income not declared elsewhere | 2024-02-29 | $648,800 |
| Administrative expenses (other) incurred | 2024-02-29 | $115,861 |
| Liabilities. Value of operating payables at end of year | 2024-02-29 | $114,323 |
| Liabilities. Value of operating payables at beginning of year | 2024-02-29 | $52,201 |
| Total non interest bearing cash at end of year | 2024-02-29 | $2,150,704 |
| Total non interest bearing cash at beginning of year | 2024-02-29 | $845,658 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-02-29 | No |
| Value of net income/loss | 2024-02-29 | $4,010,841 |
| Value of net assets at end of year (total assets less liabilities) | 2024-02-29 | $18,819,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-02-29 | $14,808,323 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-02-29 | No |
| Investment advisory and management fees | 2024-02-29 | $17,775 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-02-29 | $16,899,102 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-02-29 | $14,568,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2024-02-29 | $31,213 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2024-02-29 | $28,980 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2024-02-29 | $28,980 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2024-02-29 | $12,591 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2024-02-29 | $925,458 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-02-29 | $1,170,042 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-02-29 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2024-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-02-29 | No |
| Contributions received in cash from employer | 2024-02-29 | $8,869,056 |
| Employer contributions (assets) at end of year | 2024-02-29 | $1,022,238 |
| Employer contributions (assets) at beginning of year | 2024-02-29 | $817,207 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-02-29 | $5,937,004 |
| Contract administrator fees | 2024-02-29 | $209,651 |
| Liabilities. Value of benefit claims payable at end of year | 2024-02-29 | $1,049,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2024-02-29 | $1,760,210 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2024-02-29 | $37,959 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2024-02-29 | $76,096 |
| Did the plan have assets held for investment | 2024-02-29 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-02-29 | Unqualified |
| Accountancy firm name | 2024-02-29 | LEGACY PROFESSIONALS |
| Accountancy firm EIN | 2024-02-29 | 320043599 |
| 2023 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-01 | $1,755,422 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-01 | $1,812,411 |
| Total income from all sources (including contributions) | 2023-03-01 | $12,296,411 |
| Total of all expenses incurred | 2023-03-01 | $8,285,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-01 | $7,814,602 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-01 | $10,019,712 |
| Value of total assets at end of year | 2023-03-01 | $20,574,586 |
| Value of total assets at beginning of year | 2023-03-01 | $16,620,734 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-01 | $470,968 |
| Total interest from all sources | 2023-03-01 | $12,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-01 | $445,266 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-01 | $445,266 |
| Was this plan covered by a fidelity bond | 2023-03-01 | Yes |
| Value of fidelity bond cover | 2023-03-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-01 | No |
| Contributions received from participants | 2023-03-01 | $1,150,656 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-03-01 | $952,140 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-01 | $433,370 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-01 | $283,998 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-03-01 | $591,699 |
| Other income not declared elsewhere | 2023-03-01 | $648,800 |
| Administrative expenses (other) incurred | 2023-03-01 | $115,861 |
| Liabilities. Value of operating payables at end of year | 2023-03-01 | $114,323 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-01 | $52,201 |
| Total non interest bearing cash at end of year | 2023-03-01 | $2,150,704 |
| Total non interest bearing cash at beginning of year | 2023-03-01 | $845,658 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-01 | No |
| Value of net income/loss | 2023-03-01 | $4,010,841 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-01 | $18,819,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-01 | $14,808,323 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-01 | No |
| Investment advisory and management fees | 2023-03-01 | $17,775 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-01 | $16,899,102 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-01 | $14,568,795 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-01 | $31,213 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-01 | $12,591 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-01 | $925,458 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-01 | $1,170,042 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-01 | No |
| Contributions received in cash from employer | 2023-03-01 | $8,869,056 |
| Employer contributions (assets) at end of year | 2023-03-01 | $1,022,238 |
| Employer contributions (assets) at beginning of year | 2023-03-01 | $817,207 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-01 | $5,937,004 |
| Contract administrator fees | 2023-03-01 | $209,651 |
| Liabilities. Value of benefit claims payable at end of year | 2023-03-01 | $1,049,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-03-01 | $1,760,210 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-03-01 | $37,959 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-03-01 | $76,096 |
| Did the plan have assets held for investment | 2023-03-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-03-01 | 1 |
| Accountancy firm name | 2023-03-01 | LEGACY PROFESSIONALS |
| Accountancy firm EIN | 2023-03-01 | 320043599 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $1,812,411 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $1,277,177 |
| Total income from all sources (including contributions) | 2023-02-28 | $9,012,118 |
| Total of all expenses incurred | 2023-02-28 | $9,353,285 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-02-28 | $8,936,892 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-02-28 | $9,351,147 |
| Value of total assets at end of year | 2023-02-28 | $16,620,734 |
| Value of total assets at beginning of year | 2023-02-28 | $16,426,667 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-02-28 | $416,393 |
| Total interest from all sources | 2023-02-28 | $2,192 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-02-28 | $282,926 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-02-28 | $282,926 |
| Administrative expenses professional fees incurred | 2023-02-28 | $154,054 |
| Was this plan covered by a fidelity bond | 2023-02-28 | Yes |
| Value of fidelity bond cover | 2023-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-02-28 | No |
| Contributions received from participants | 2023-02-28 | $1,099,467 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-02-28 | $945,793 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-02-28 | $283,998 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-02-28 | $587,256 |
| Other income not declared elsewhere | 2023-02-28 | $562,059 |
| Administrative expenses (other) incurred | 2023-02-28 | $49,505 |
| Liabilities. Value of operating payables at end of year | 2023-02-28 | $52,201 |
| Liabilities. Value of operating payables at beginning of year | 2023-02-28 | $146,977 |
| Total non interest bearing cash at end of year | 2023-02-28 | $845,658 |
| Total non interest bearing cash at beginning of year | 2023-02-28 | $919,611 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
| Value of net income/loss | 2023-02-28 | $-341,167 |
| Value of net assets at end of year (total assets less liabilities) | 2023-02-28 | $14,808,323 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-02-28 | $15,149,490 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-02-28 | No |
| Investment advisory and management fees | 2023-02-28 | $22,069 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-02-28 | $14,568,795 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-02-28 | $14,057,073 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-02-28 | $28,980 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-02-28 | $28,639 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-02-28 | $28,639 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-02-28 | $2,192 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-02-28 | $889,241 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-02-28 | $-1,186,206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-02-28 | No |
| Contributions received in cash from employer | 2023-02-28 | $8,251,680 |
| Employer contributions (assets) at end of year | 2023-02-28 | $817,207 |
| Employer contributions (assets) at beginning of year | 2023-02-28 | $719,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-02-28 | $7,101,858 |
| Contract administrator fees | 2023-02-28 | $190,765 |
| Liabilities. Value of benefit claims payable at end of year | 2023-02-28 | $1,760,210 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-02-28 | $1,130,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-02-28 | $76,096 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-02-28 | $114,228 |
| Did the plan have assets held for investment | 2023-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-02-28 | Unqualified |
| Accountancy firm name | 2023-02-28 | LEGACY PROFESSIONALS |
| Accountancy firm EIN | 2023-02-28 | 320043599 |
| 2022 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-01 | $1,812,411 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-01 | $1,277,177 |
| Total income from all sources (including contributions) | 2022-03-01 | $9,012,118 |
| Total of all expenses incurred | 2022-03-01 | $9,353,285 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-01 | $8,936,892 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-01 | $9,351,147 |
| Value of total assets at end of year | 2022-03-01 | $16,620,734 |
| Value of total assets at beginning of year | 2022-03-01 | $16,426,667 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-01 | $416,393 |
| Total interest from all sources | 2022-03-01 | $2,192 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-03-01 | $282,926 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-01 | $282,926 |
| Administrative expenses professional fees incurred | 2022-03-01 | $154,054 |
| Was this plan covered by a fidelity bond | 2022-03-01 | Yes |
| Value of fidelity bond cover | 2022-03-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-03-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-01 | No |
| Contributions received from participants | 2022-03-01 | $1,099,467 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-03-01 | $945,793 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-01 | $283,998 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-01 | $587,256 |
| Other income not declared elsewhere | 2022-03-01 | $562,059 |
| Administrative expenses (other) incurred | 2022-03-01 | $49,505 |
| Liabilities. Value of operating payables at end of year | 2022-03-01 | $52,201 |
| Liabilities. Value of operating payables at beginning of year | 2022-03-01 | $146,977 |
| Total non interest bearing cash at end of year | 2022-03-01 | $845,658 |
| Total non interest bearing cash at beginning of year | 2022-03-01 | $919,611 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-01 | No |
| Value of net income/loss | 2022-03-01 | $-341,167 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-01 | $14,808,323 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-01 | $15,149,490 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-01 | No |
| Investment advisory and management fees | 2022-03-01 | $22,069 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-01 | $14,568,795 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-01 | $14,057,073 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-01 | $28,980 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-01 | $2,192 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-01 | $889,241 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-01 | $-1,186,206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-01 | No |
| Contributions received in cash from employer | 2022-03-01 | $8,251,680 |
| Employer contributions (assets) at end of year | 2022-03-01 | $817,207 |
| Employer contributions (assets) at beginning of year | 2022-03-01 | $719,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-01 | $7,101,858 |
| Contract administrator fees | 2022-03-01 | $190,765 |
| Liabilities. Value of benefit claims payable at end of year | 2022-03-01 | $1,760,210 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-03-01 | $1,130,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-03-01 | $76,096 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-03-01 | $114,228 |
| Did the plan have assets held for investment | 2022-03-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-03-01 | 1 |
| Accountancy firm name | 2022-03-01 | LEGACY PROFESSIONALS |
| Accountancy firm EIN | 2022-03-01 | 320043599 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $1,277,177 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $1,253,969 |
| Total income from all sources (including contributions) | 2022-02-28 | $9,494,287 |
| Total of all expenses incurred | 2022-02-28 | $8,402,903 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-02-28 | $8,024,608 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-02-28 | $8,934,320 |
| Value of total assets at end of year | 2022-02-28 | $16,426,667 |
| Value of total assets at beginning of year | 2022-02-28 | $15,312,075 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-02-28 | $378,295 |
| Total interest from all sources | 2022-02-28 | $14 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-02-28 | $272,619 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-02-28 | $272,619 |
| Administrative expenses professional fees incurred | 2022-02-28 | $118,325 |
| Was this plan covered by a fidelity bond | 2022-02-28 | Yes |
| Value of fidelity bond cover | 2022-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-02-28 | No |
| Contributions received from participants | 2022-02-28 | $1,064,108 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-02-28 | $889,530 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-02-28 | $587,256 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-02-28 | $817,764 |
| Other income not declared elsewhere | 2022-02-28 | $426,869 |
| Administrative expenses (other) incurred | 2022-02-28 | $47,042 |
| Liabilities. Value of operating payables at end of year | 2022-02-28 | $146,977 |
| Liabilities. Value of operating payables at beginning of year | 2022-02-28 | $554,208 |
| Total non interest bearing cash at end of year | 2022-02-28 | $919,611 |
| Total non interest bearing cash at beginning of year | 2022-02-28 | $1,279,251 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
| Value of net income/loss | 2022-02-28 | $1,091,384 |
| Value of net assets at end of year (total assets less liabilities) | 2022-02-28 | $15,149,490 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-02-28 | $14,058,106 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-02-28 | No |
| Investment advisory and management fees | 2022-02-28 | $22,109 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-02-28 | $14,057,073 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-02-28 | $12,189,989 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-02-28 | $28,639 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-02-28 | $28,625 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-02-28 | $28,625 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-02-28 | $14 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-02-28 | $-139,535 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-02-28 | No |
| Contributions received in cash from employer | 2022-02-28 | $7,870,212 |
| Employer contributions (assets) at end of year | 2022-02-28 | $719,860 |
| Employer contributions (assets) at beginning of year | 2022-02-28 | $844,085 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-02-28 | $7,135,078 |
| Contract administrator fees | 2022-02-28 | $190,819 |
| Liabilities. Value of benefit claims payable at end of year | 2022-02-28 | $1,130,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-02-28 | $699,761 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-02-28 | $114,228 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-02-28 | $152,361 |
| Did the plan have assets held for investment | 2022-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-02-28 | Unqualified |
| Accountancy firm name | 2022-02-28 | LEGACY PROFESSIONALS |
| Accountancy firm EIN | 2022-02-28 | 320043599 |
| 2021 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $1,253,969 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $1,410,026 |
| Total income from all sources (including contributions) | 2021-02-28 | $9,698,179 |
| Total of all expenses incurred | 2021-02-28 | $8,230,841 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-02-28 | $7,862,848 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-02-28 | $8,131,422 |
| Value of total assets at end of year | 2021-02-28 | $15,312,075 |
| Value of total assets at beginning of year | 2021-02-28 | $14,000,794 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-02-28 | $367,993 |
| Total interest from all sources | 2021-02-28 | $597 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-02-28 | $334,518 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-02-28 | $334,518 |
| Administrative expenses professional fees incurred | 2021-02-28 | $106,113 |
| Was this plan covered by a fidelity bond | 2021-02-28 | Yes |
| Value of fidelity bond cover | 2021-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-02-28 | No |
| Contributions received from participants | 2021-02-28 | $1,048,167 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-02-28 | $824,084 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-02-28 | $817,764 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-02-28 | $702,369 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-02-28 | $60,222 |
| Other income not declared elsewhere | 2021-02-28 | $337,990 |
| Administrative expenses (other) incurred | 2021-02-28 | $49,345 |
| Liabilities. Value of operating payables at end of year | 2021-02-28 | $554,208 |
| Liabilities. Value of operating payables at beginning of year | 2021-02-28 | $258,920 |
| Total non interest bearing cash at end of year | 2021-02-28 | $1,279,251 |
| Total non interest bearing cash at beginning of year | 2021-02-28 | $115,330 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Value of net income/loss | 2021-02-28 | $1,467,338 |
| Value of net assets at end of year (total assets less liabilities) | 2021-02-28 | $14,058,106 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-02-28 | $12,590,768 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-02-28 | No |
| Investment advisory and management fees | 2021-02-28 | $21,770 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-02-28 | $12,189,989 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-02-28 | $11,796,928 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-02-28 | $28,625 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-02-28 | $442,420 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-02-28 | $442,420 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-02-28 | $597 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-02-28 | $1,056,678 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-02-28 | $893,652 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-02-28 | No |
| Contributions received in cash from employer | 2021-02-28 | $7,083,255 |
| Employer contributions (assets) at end of year | 2021-02-28 | $844,085 |
| Employer contributions (assets) at beginning of year | 2021-02-28 | $769,928 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-02-28 | $5,982,086 |
| Contract administrator fees | 2021-02-28 | $190,765 |
| Liabilities. Value of benefit claims payable at end of year | 2021-02-28 | $699,761 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-02-28 | $1,090,884 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-02-28 | $152,361 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-02-28 | $173,819 |
| Did the plan have assets held for investment | 2021-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-02-28 | Unqualified |
| Accountancy firm name | 2021-02-28 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2021-02-28 | 320043599 |
| 2020 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $1,410,026 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $870,326 |
| Total income from all sources (including contributions) | 2020-02-29 | $9,668,356 |
| Total of all expenses incurred | 2020-02-29 | $9,000,390 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $8,588,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $8,547,266 |
| Value of total assets at end of year | 2020-02-29 | $14,000,794 |
| Value of total assets at beginning of year | 2020-02-29 | $12,793,128 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $412,260 |
| Total interest from all sources | 2020-02-29 | $18,354 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-02-29 | $255,677 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-02-29 | $255,677 |
| Administrative expenses professional fees incurred | 2020-02-29 | $137,554 |
| Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
| Value of fidelity bond cover | 2020-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Contributions received from participants | 2020-02-29 | $973,604 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-02-29 | $483,287 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-02-29 | $702,369 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-02-29 | $631,317 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-02-29 | $60,222 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-02-29 | $7,139 |
| Other income not declared elsewhere | 2020-02-29 | $244,226 |
| Administrative expenses (other) incurred | 2020-02-29 | $45,412 |
| Liabilities. Value of operating payables at end of year | 2020-02-29 | $258,920 |
| Liabilities. Value of operating payables at beginning of year | 2020-02-29 | $112,087 |
| Total non interest bearing cash at end of year | 2020-02-29 | $115,330 |
| Total non interest bearing cash at beginning of year | 2020-02-29 | $1,494,139 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Value of net income/loss | 2020-02-29 | $667,966 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $12,590,768 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $11,922,802 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
| Investment advisory and management fees | 2020-02-29 | $21,668 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-02-29 | $11,796,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-02-29 | $9,938,418 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-02-29 | $442,420 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-02-29 | $85,590 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-02-29 | $85,590 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-02-29 | $18,354 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-02-29 | $883,736 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-02-29 | $602,833 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
| Contributions received in cash from employer | 2020-02-29 | $7,573,662 |
| Employer contributions (assets) at end of year | 2020-02-29 | $769,928 |
| Employer contributions (assets) at beginning of year | 2020-02-29 | $643,664 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-02-29 | $7,221,107 |
| Contract administrator fees | 2020-02-29 | $207,626 |
| Liabilities. Value of benefit claims payable at end of year | 2020-02-29 | $1,090,884 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-02-29 | $751,100 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-02-29 | $173,819 |
| Did the plan have assets held for investment | 2020-02-29 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Unqualified |
| Accountancy firm name | 2020-02-29 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2020-02-29 | 320043599 |
| 2018 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $1,543,738 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $2,112,721 |
| Total income from all sources (including contributions) | 2018-02-28 | $9,216,625 |
| Total of all expenses incurred | 2018-02-28 | $8,808,226 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-02-28 | $8,432,549 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-02-28 | $8,075,573 |
| Value of total assets at end of year | 2018-02-28 | $12,226,582 |
| Value of total assets at beginning of year | 2018-02-28 | $12,387,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-02-28 | $375,677 |
| Total interest from all sources | 2018-02-28 | $2,278 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-02-28 | $203,111 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-02-28 | $203,111 |
| Administrative expenses professional fees incurred | 2018-02-28 | $128,930 |
| Was this plan covered by a fidelity bond | 2018-02-28 | Yes |
| Value of fidelity bond cover | 2018-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-02-28 | No |
| Contributions received from participants | 2018-02-28 | $922,209 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-02-28 | $291,926 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-02-28 | $389,152 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-02-28 | $389,416 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-02-28 | $12,599 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-02-28 | $9,068 |
| Other income not declared elsewhere | 2018-02-28 | $663,457 |
| Administrative expenses (other) incurred | 2018-02-28 | $42,657 |
| Liabilities. Value of operating payables at end of year | 2018-02-28 | $194,439 |
| Liabilities. Value of operating payables at beginning of year | 2018-02-28 | $488,253 |
| Total non interest bearing cash at end of year | 2018-02-28 | $971,046 |
| Total non interest bearing cash at beginning of year | 2018-02-28 | $1,445,612 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Value of net income/loss | 2018-02-28 | $408,399 |
| Value of net assets at end of year (total assets less liabilities) | 2018-02-28 | $10,682,844 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-02-28 | $10,274,445 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-02-28 | No |
| Investment advisory and management fees | 2018-02-28 | $21,506 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-02-28 | $10,136,806 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-02-28 | $9,661,489 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-02-28 | $36,048 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-02-28 | $35,749 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-02-28 | $35,749 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-02-28 | $2,278 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-02-28 | $402,559 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-02-28 | $272,206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-02-28 | No |
| Contributions received in cash from employer | 2018-02-28 | $7,153,364 |
| Employer contributions (assets) at end of year | 2018-02-28 | $693,530 |
| Employer contributions (assets) at beginning of year | 2018-02-28 | $854,900 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-02-28 | $7,738,064 |
| Contract administrator fees | 2018-02-28 | $182,584 |
| Liabilities. Value of benefit claims payable at end of year | 2018-02-28 | $1,336,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-02-28 | $1,615,400 |
| Did the plan have assets held for investment | 2018-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-02-28 | Unqualified |
| Accountancy firm name | 2018-02-28 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2018-02-28 | 320043599 |
| 2017 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $2,112,721 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $1,814,300 |
| Total income from all sources (including contributions) | 2017-02-28 | $8,980,297 |
| Total of all expenses incurred | 2017-02-28 | $7,744,226 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-02-28 | $7,353,547 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-02-28 | $7,946,389 |
| Value of total assets at end of year | 2017-02-28 | $12,387,166 |
| Value of total assets at beginning of year | 2017-02-28 | $10,852,674 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-02-28 | $390,679 |
| Total interest from all sources | 2017-02-28 | $600 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-02-28 | $218,757 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-02-28 | $218,757 |
| Administrative expenses professional fees incurred | 2017-02-28 | $121,639 |
| Was this plan covered by a fidelity bond | 2017-02-28 | Yes |
| Value of fidelity bond cover | 2017-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-02-28 | No |
| Contributions received from participants | 2017-02-28 | $888,459 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-02-28 | $327,741 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-02-28 | $389,416 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-02-28 | $192,838 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-02-28 | $9,068 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-02-28 | $5,099 |
| Other income not declared elsewhere | 2017-02-28 | $427,062 |
| Administrative expenses (other) incurred | 2017-02-28 | $65,001 |
| Liabilities. Value of operating payables at end of year | 2017-02-28 | $488,253 |
| Liabilities. Value of operating payables at beginning of year | 2017-02-28 | $94,501 |
| Total non interest bearing cash at end of year | 2017-02-28 | $1,445,612 |
| Total non interest bearing cash at beginning of year | 2017-02-28 | $218,683 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Value of net income/loss | 2017-02-28 | $1,236,071 |
| Value of net assets at end of year (total assets less liabilities) | 2017-02-28 | $10,274,445 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-02-28 | $9,038,374 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-02-28 | No |
| Investment advisory and management fees | 2017-02-28 | $21,545 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-02-28 | $9,661,489 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-02-28 | $8,955,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-02-28 | $35,749 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-02-28 | $862,741 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-02-28 | $862,741 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-02-28 | $600 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-02-28 | $365,352 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-02-28 | $387,489 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-02-28 | No |
| Contributions received in cash from employer | 2017-02-28 | $7,057,930 |
| Employer contributions (assets) at end of year | 2017-02-28 | $854,900 |
| Employer contributions (assets) at beginning of year | 2017-02-28 | $623,168 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-02-28 | $6,660,454 |
| Contract administrator fees | 2017-02-28 | $182,494 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-02-28 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-02-28 | $1,615,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-02-28 | $1,714,700 |
| Did the plan have assets held for investment | 2017-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-02-28 | Unqualified |
| Accountancy firm name | 2017-02-28 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2017-02-28 | 320043599 |
| 2016 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $1,814,300 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $957,835 |
| Total income from all sources (including contributions) | 2016-02-29 | $7,334,228 |
| Total of all expenses incurred | 2016-02-29 | $8,548,467 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-02-29 | $8,155,627 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-02-29 | $7,144,849 |
| Value of total assets at end of year | 2016-02-29 | $10,852,674 |
| Value of total assets at beginning of year | 2016-02-29 | $11,210,448 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-02-29 | $392,840 |
| Total interest from all sources | 2016-02-29 | $91 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-02-29 | $179,830 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-02-29 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-02-29 | $179,830 |
| Administrative expenses professional fees incurred | 2016-02-29 | $108,358 |
| Was this plan covered by a fidelity bond | 2016-02-29 | Yes |
| Value of fidelity bond cover | 2016-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-02-29 | No |
| Contributions received from participants | 2016-02-29 | $834,723 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-02-29 | $279,594 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-02-29 | $192,838 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-02-29 | $131,413 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-02-29 | $5,099 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-02-29 | $13,282 |
| Other income not declared elsewhere | 2016-02-29 | $328,887 |
| Administrative expenses (other) incurred | 2016-02-29 | $83,459 |
| Liabilities. Value of operating payables at end of year | 2016-02-29 | $94,501 |
| Liabilities. Value of operating payables at beginning of year | 2016-02-29 | $42,353 |
| Total non interest bearing cash at end of year | 2016-02-29 | $218,683 |
| Total non interest bearing cash at beginning of year | 2016-02-29 | $358,105 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Value of net income/loss | 2016-02-29 | $-1,214,239 |
| Value of net assets at end of year (total assets less liabilities) | 2016-02-29 | $9,038,374 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-02-29 | $10,252,613 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-02-29 | No |
| Investment advisory and management fees | 2016-02-29 | $21,876 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-02-29 | $8,955,244 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-02-29 | $9,094,843 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-02-29 | $862,741 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-02-29 | $1,080,646 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-02-29 | $1,080,646 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-02-29 | $91 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-02-29 | $337,674 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-02-29 | $-319,429 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-02-29 | No |
| Contributions received in cash from employer | 2016-02-29 | $6,310,126 |
| Employer contributions (assets) at end of year | 2016-02-29 | $623,168 |
| Employer contributions (assets) at beginning of year | 2016-02-29 | $545,441 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-02-29 | $7,538,359 |
| Contract administrator fees | 2016-02-29 | $179,147 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-02-29 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-02-29 | $1,714,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-02-29 | $902,200 |
| Did the plan have assets held for investment | 2016-02-29 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-02-29 | Unqualified |
| Accountancy firm name | 2016-02-29 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2016-02-29 | 320043599 |
| 2015 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-02-28 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $957,835 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $634,218 |
| Total income from all sources (including contributions) | 2015-02-28 | $7,037,647 |
| Total loss/gain on sale of assets | 2015-02-28 | $0 |
| Total of all expenses incurred | 2015-02-28 | $6,032,719 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-02-28 | $5,590,079 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-02-28 | $6,295,387 |
| Value of total assets at end of year | 2015-02-28 | $11,210,448 |
| Value of total assets at beginning of year | 2015-02-28 | $9,881,903 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-02-28 | $442,640 |
| Total interest from all sources | 2015-02-28 | $158 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-02-28 | $153,987 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-02-28 | $153,987 |
| Administrative expenses professional fees incurred | 2015-02-28 | $133,711 |
| Was this plan covered by a fidelity bond | 2015-02-28 | Yes |
| Value of fidelity bond cover | 2015-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-02-28 | No |
| Contributions received from participants | 2015-02-28 | $890,892 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-02-28 | $264,150 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-02-28 | $131,413 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-02-28 | $145,770 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-02-28 | $13,282 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-02-28 | $24,770 |
| Other income not declared elsewhere | 2015-02-28 | $321,690 |
| Administrative expenses (other) incurred | 2015-02-28 | $119,993 |
| Liabilities. Value of operating payables at end of year | 2015-02-28 | $42,353 |
| Liabilities. Value of operating payables at beginning of year | 2015-02-28 | $34,848 |
| Total non interest bearing cash at end of year | 2015-02-28 | $358,105 |
| Total non interest bearing cash at beginning of year | 2015-02-28 | $-13,612 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Value of net income/loss | 2015-02-28 | $1,004,928 |
| Value of net assets at end of year (total assets less liabilities) | 2015-02-28 | $10,252,613 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-02-28 | $9,247,685 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-02-28 | No |
| Investment advisory and management fees | 2015-02-28 | $21,823 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-02-28 | $9,094,843 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-02-28 | $8,193,261 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-02-28 | $1,080,646 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-02-28 | $1,126,475 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-02-28 | $1,126,475 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-02-28 | $158 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-02-28 | $364,052 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-02-28 | $266,425 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-02-28 | No |
| Contributions received in cash from employer | 2015-02-28 | $5,404,495 |
| Employer contributions (assets) at end of year | 2015-02-28 | $545,441 |
| Employer contributions (assets) at beginning of year | 2015-02-28 | $430,009 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-02-28 | $4,961,877 |
| Contract administrator fees | 2015-02-28 | $167,113 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-02-28 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-02-28 | $902,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-02-28 | $574,600 |
| Did the plan have assets held for investment | 2015-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-02-28 | No |
| Aggregate proceeds on sale of assets | 2015-02-28 | $7,250,000 |
| Aggregate carrying amount (costs) on sale of assets | 2015-02-28 | $7,250,000 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-02-28 | Unqualified |
| Accountancy firm name | 2015-02-28 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2015-02-28 | 320043599 |
| 2014 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $634,218 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $605,862 |
| Total income from all sources (including contributions) | 2014-02-28 | $6,511,131 |
| Total loss/gain on sale of assets | 2014-02-28 | $0 |
| Total of all expenses incurred | 2014-02-28 | $5,475,032 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $5,114,240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $5,923,811 |
| Value of total assets at end of year | 2014-02-28 | $9,881,903 |
| Value of total assets at beginning of year | 2014-02-28 | $8,817,448 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-28 | $360,792 |
| Total interest from all sources | 2014-02-28 | $224 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-02-28 | $195,349 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-02-28 | $195,349 |
| Administrative expenses professional fees incurred | 2014-02-28 | $126,625 |
| Was this plan covered by a fidelity bond | 2014-02-28 | Yes |
| Value of fidelity bond cover | 2014-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
| Contributions received from participants | 2014-02-28 | $870,362 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-02-28 | $212,545 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-02-28 | $145,770 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-02-28 | $150,618 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-02-28 | $24,770 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-02-28 | $69,665 |
| Other income not declared elsewhere | 2014-02-28 | $266,041 |
| Administrative expenses (other) incurred | 2014-02-28 | $38,671 |
| Liabilities. Value of operating payables at end of year | 2014-02-28 | $34,848 |
| Liabilities. Value of operating payables at beginning of year | 2014-02-28 | $44,697 |
| Total non interest bearing cash at end of year | 2014-02-28 | $-13,612 |
| Total non interest bearing cash at beginning of year | 2014-02-28 | $-29,707 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Value of net income/loss | 2014-02-28 | $1,036,099 |
| Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $9,247,685 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $8,211,586 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
| Investment advisory and management fees | 2014-02-28 | $21,666 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-02-28 | $8,193,261 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-02-28 | $6,687,134 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-02-28 | $1,126,475 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-02-28 | $1,380,115 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-02-28 | $1,380,115 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-02-28 | $224 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-02-28 | $394,524 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-02-28 | $125,706 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | No |
| Contributions received in cash from employer | 2014-02-28 | $5,053,449 |
| Employer contributions (assets) at end of year | 2014-02-28 | $430,009 |
| Employer contributions (assets) at beginning of year | 2014-02-28 | $629,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-02-28 | $4,507,171 |
| Contract administrator fees | 2014-02-28 | $173,830 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-02-28 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-02-28 | $574,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-02-28 | $491,500 |
| Did the plan have assets held for investment | 2014-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | No |
| Aggregate proceeds on sale of assets | 2014-02-28 | $4,075,000 |
| Aggregate carrying amount (costs) on sale of assets | 2014-02-28 | $4,075,000 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-02-28 | Unqualified |
| Accountancy firm name | 2014-02-28 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2014-02-28 | 320043599 |
| 2013 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $605,862 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-02-28 | $613,381 |
| Total income from all sources (including contributions) | 2013-02-28 | $7,100,023 |
| Total of all expenses incurred | 2013-02-28 | $4,993,369 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-02-28 | $4,600,776 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-02-28 | $6,373,857 |
| Value of total assets at end of year | 2013-02-28 | $8,817,448 |
| Value of total assets at beginning of year | 2013-02-28 | $6,718,313 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-02-28 | $392,593 |
| Total interest from all sources | 2013-02-28 | $279 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-02-28 | $227,451 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-02-28 | $227,451 |
| Administrative expenses professional fees incurred | 2013-02-28 | $142,569 |
| Was this plan covered by a fidelity bond | 2013-02-28 | Yes |
| Value of fidelity bond cover | 2013-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-02-28 | No |
| Contributions received from participants | 2013-02-28 | $825,505 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-02-28 | $150,618 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-02-28 | $105,945 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-02-28 | $69,665 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-02-28 | $69,970 |
| Other income not declared elsewhere | 2013-02-28 | $438,857 |
| Administrative expenses (other) incurred | 2013-02-28 | $50,840 |
| Liabilities. Value of operating payables at end of year | 2013-02-28 | $44,697 |
| Liabilities. Value of operating payables at beginning of year | 2013-02-28 | $23,411 |
| Total non interest bearing cash at end of year | 2013-02-28 | $-29,707 |
| Total non interest bearing cash at beginning of year | 2013-02-28 | $-74,124 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Value of net income/loss | 2013-02-28 | $2,106,654 |
| Value of net assets at end of year (total assets less liabilities) | 2013-02-28 | $8,211,586 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-02-28 | $6,104,932 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-02-28 | No |
| Investment advisory and management fees | 2013-02-28 | $21,338 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-02-28 | $6,687,134 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-02-28 | $4,500,104 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-02-28 | $1,380,115 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-02-28 | $1,711,773 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-02-28 | $1,711,773 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-02-28 | $279 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-02-28 | $343,482 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-02-28 | $59,579 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-02-28 | No |
| Contributions received in cash from employer | 2013-02-28 | $5,548,352 |
| Employer contributions (assets) at end of year | 2013-02-28 | $629,288 |
| Employer contributions (assets) at beginning of year | 2013-02-28 | $474,615 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-02-28 | $4,257,294 |
| Contract administrator fees | 2013-02-28 | $177,846 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-02-28 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-02-28 | $491,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-02-28 | $520,000 |
| Did the plan have assets held for investment | 2013-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-02-28 | Unqualified |
| Accountancy firm name | 2013-02-28 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2013-02-28 | 320043599 |
| 2012 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $613,381 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-02-29 | $579,397 |
| Total income from all sources (including contributions) | 2012-02-29 | $6,254,150 |
| Total loss/gain on sale of assets | 2012-02-29 | $0 |
| Total of all expenses incurred | 2012-02-29 | $5,641,904 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-02-29 | $5,260,180 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-02-29 | $5,684,294 |
| Value of total assets at end of year | 2012-02-29 | $6,718,313 |
| Value of total assets at beginning of year | 2012-02-29 | $6,072,083 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-02-29 | $381,724 |
| Total interest from all sources | 2012-02-29 | $675 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-02-29 | $167,020 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-02-29 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-02-29 | $167,020 |
| Administrative expenses professional fees incurred | 2012-02-29 | $146,474 |
| Was this plan covered by a fidelity bond | 2012-02-29 | Yes |
| Value of fidelity bond cover | 2012-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-02-29 | No |
| Contributions received from participants | 2012-02-29 | $717,710 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-02-29 | $105,945 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-02-29 | $401,389 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-02-29 | $69,970 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-02-29 | $1,520 |
| Other income not declared elsewhere | 2012-02-29 | $312,802 |
| Administrative expenses (other) incurred | 2012-02-29 | $38,886 |
| Liabilities. Value of operating payables at end of year | 2012-02-29 | $23,411 |
| Liabilities. Value of operating payables at beginning of year | 2012-02-29 | $43,077 |
| Total non interest bearing cash at end of year | 2012-02-29 | $-74,124 |
| Total non interest bearing cash at beginning of year | 2012-02-29 | $-84,670 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
| Value of net income/loss | 2012-02-29 | $612,246 |
| Value of net assets at end of year (total assets less liabilities) | 2012-02-29 | $6,104,932 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-02-29 | $5,492,686 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-02-29 | No |
| Investment advisory and management fees | 2012-02-29 | $21,172 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-02-29 | $4,500,104 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-02-29 | $4,243,724 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-02-29 | $1,711,773 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-02-29 | $1,160,360 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-02-29 | $1,160,360 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-02-29 | $675 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-02-29 | $317,571 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-02-29 | $89,359 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-02-29 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-02-29 | No |
| Contributions received in cash from employer | 2012-02-29 | $4,966,584 |
| Employer contributions (assets) at end of year | 2012-02-29 | $474,615 |
| Employer contributions (assets) at beginning of year | 2012-02-29 | $351,280 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-02-29 | $4,942,609 |
| Contract administrator fees | 2012-02-29 | $175,192 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-02-29 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-02-29 | $520,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-02-29 | $534,800 |
| Did the plan have assets held for investment | 2012-02-29 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-02-29 | No |
| Aggregate proceeds on sale of assets | 2012-02-29 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2012-02-29 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-02-29 | Unqualified |
| Accountancy firm name | 2012-02-29 | LEGACY PROFESIONALS LLP |
| Accountancy firm EIN | 2012-02-29 | 320043599 |
| 2011 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-02-28 | $0 |
| Total unrealized appreciation/depreciation of assets | 2011-02-28 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-02-28 | $579,397 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-02-28 | $826,544 |
| Total income from all sources (including contributions) | 2011-02-28 | $6,527,627 |
| Total loss/gain on sale of assets | 2011-02-28 | $0 |
| Total of all expenses incurred | 2011-02-28 | $7,043,793 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-02-28 | $6,695,559 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-02-28 | $5,182,588 |
| Value of total assets at end of year | 2011-02-28 | $6,072,083 |
| Value of total assets at beginning of year | 2011-02-28 | $6,835,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-02-28 | $348,234 |
| Total interest from all sources | 2011-02-28 | $4,070 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-02-28 | $250,613 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-02-28 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-02-28 | $250,613 |
| Administrative expenses professional fees incurred | 2011-02-28 | $133,014 |
| Was this plan covered by a fidelity bond | 2011-02-28 | Yes |
| Value of fidelity bond cover | 2011-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-02-28 | No |
| Contributions received from participants | 2011-02-28 | $771,841 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-02-28 | $401,389 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-02-28 | $60,686 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-02-28 | $1,520 |
| Other income not declared elsewhere | 2011-02-28 | $891,161 |
| Administrative expenses (other) incurred | 2011-02-28 | $36,090 |
| Liabilities. Value of operating payables at end of year | 2011-02-28 | $43,077 |
| Liabilities. Value of operating payables at beginning of year | 2011-02-28 | $31,544 |
| Total non interest bearing cash at end of year | 2011-02-28 | $-84,670 |
| Total non interest bearing cash at beginning of year | 2011-02-28 | $-68,193 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
| Value of net income/loss | 2011-02-28 | $-516,166 |
| Value of net assets at end of year (total assets less liabilities) | 2011-02-28 | $5,492,686 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-02-28 | $6,008,852 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-02-28 | No |
| Investment advisory and management fees | 2011-02-28 | $21,182 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-02-28 | $4,243,724 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-02-28 | $5,193,917 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-02-28 | $1,160,360 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-02-28 | $1,337,928 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-02-28 | $1,337,928 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-02-28 | $4,070 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-02-28 | $369,183 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-02-28 | $199,195 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-02-28 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-02-28 | No |
| Contributions received in cash from employer | 2011-02-28 | $4,410,747 |
| Employer contributions (assets) at end of year | 2011-02-28 | $351,280 |
| Employer contributions (assets) at beginning of year | 2011-02-28 | $311,058 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-02-28 | $6,326,376 |
| Contract administrator fees | 2011-02-28 | $157,948 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-02-28 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-02-28 | $534,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-02-28 | $795,000 |
| Did the plan have assets held for investment | 2011-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-02-28 | No |
| Aggregate proceeds on sale of assets | 2011-02-28 | $1,299 |
| Aggregate carrying amount (costs) on sale of assets | 2011-02-28 | $1,299 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-02-28 | Unqualified |
| Accountancy firm name | 2011-02-28 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2011-02-28 | 320043599 |
