PLUMBERS & PIPEFITTERS LOCAL 422 HEALTH AND WELFARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 422 HEALTH AND WELFARE
401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 422 HEALTH AND WELFARE
| Measure | Date | Value |
|---|
| 2011 : PLUMBERS & PIPEFITTERS LOCAL 422 HEALTH AND WELFARE 2011 401k financial data |
|---|
| Total transfer of assets from this plan | 2011-01-01 | $11,952,529 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-01-01 | $1,145,043 |
| Total income from all sources (including contributions) | 2011-01-01 | $5,388,826 |
| Total loss/gain on sale of assets | 2011-01-01 | $38,309 |
| Total of all expenses incurred | 2011-01-01 | $5,277,221 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-01-01 | $4,927,707 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-01-01 | $4,918,457 |
| Value of total assets at beginning of year | 2011-01-01 | $12,985,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-01-01 | $349,514 |
| Total interest from all sources | 2011-01-01 | $201,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-01-01 | $14,448 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-01-01 | Yes |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-01-01 | $14,448 |
| Administrative expenses professional fees incurred | 2011-01-01 | $164,091 |
| Was this plan covered by a fidelity bond | 2011-01-01 | Yes |
| Value of fidelity bond cover | 2011-01-01 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-01-01 | No |
| Contributions received from participants | 2011-01-01 | $396,028 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-01-01 | $143,807 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-01-01 | $210,898 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-01-01 | $74,508 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-01-01 | $1,078,600 |
| Administrative expenses (other) incurred | 2011-01-01 | $79,694 |
| Liabilities. Value of operating payables at beginning of year | 2011-01-01 | $66,443 |
| Total non interest bearing cash at beginning of year | 2011-01-01 | $1,221,161 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-01-01 | No |
| Value of net income/loss | 2011-01-01 | $111,605 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-01-01 | $11,840,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-01-01 | No |
| Investment advisory and management fees | 2011-01-01 | $14,135 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-01-01 | $1,485,754 |
| Income. Interest from US Government securities | 2011-01-01 | $103,075 |
| Income. Interest from corporate debt instruments | 2011-01-01 | $96,729 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-01-01 | $1,037,263 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-01-01 | $1,037,263 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-01-01 | $1,787 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-01-01 | $74,740 |
| Asset value of US Government securities at beginning of year | 2011-01-01 | $1,690,798 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-01-01 | $216,021 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-01-01 | No |
| Contributions received in cash from employer | 2011-01-01 | $4,378,622 |
| Employer contributions (assets) at beginning of year | 2011-01-01 | $1,494,744 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-01-01 | $4,642,069 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-01-01 | $5,947,003 |
| Contract administrator fees | 2011-01-01 | $91,594 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-01-01 | $34,736 |
| Did the plan have assets held for investment | 2011-01-01 | No |
| 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 | 2011-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-01-01 | No |
| Aggregate proceeds on sale of assets | 2011-01-01 | $19,267,122 |
| Aggregate carrying amount (costs) on sale of assets | 2011-01-01 | $19,228,813 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-01-01 | Unqualified |
| Accountancy firm name | 2011-01-01 | LEVINSON SIMON HEIN & BILKEY, P.C. |
| Accountancy firm EIN | 2011-01-01 | 363701668 |
