401k Plan data: LOCAL 653 WELFARE FUND plan

LOCAL 653 WELFARE FUND 401k Plan overview

Plan Name	LOCAL 653 WELFARE FUND
Plan identification number	501

LOCAL 653 WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

PLUMBERS & PIPEFITTERS UNION LOCAL 653 has sponsored the creation of one or more 401k plans.

Company Name: PLUMBERS & PIPEFITTERS UNION LOCAL 653

Employer identification number (EIN): 363378526

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 653 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01 ROBERT SCHNICKER 2023-10-12 ROBERT SCHNICKER 2023-10-12
501 2021-01-01 ROBERT SCHNICKER 2022-10-13 ROBERT SCHNICKER 2022-10-13
501 2020-01-01 ROBERT SCHNICKER 2021-10-06 ROBERT SCHNICKER 2021-10-06
501 2019-01-01 ROBERT SCHNICKER 2020-10-08 ROBERT SCHNICKER 2020-10-08
501 2018-01-01 ROBERT SCHNICKER 2019-10-11 ROBERT SCHNICKER 2019-10-11
501 2017-01-01
501 2016-01-01
501 2015-01-01
501 2014-01-01 ROBERT SCHNICKER
501 2013-01-01 ROBERT SCHNICKER
501 2012-01-01 ROBERT SCHNICKER
501 2011-01-01 ROBERT SCHNICKER
501 2009-01-01 ROBERT SCHNICKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01	ROBERT SCHNICKER	2023-10-12	ROBERT SCHNICKER	2023-10-12
501	2021-01-01	ROBERT SCHNICKER	2022-10-13	ROBERT SCHNICKER	2022-10-13
501	2020-01-01	ROBERT SCHNICKER	2021-10-06	ROBERT SCHNICKER	2021-10-06
501	2019-01-01	ROBERT SCHNICKER	2020-10-08	ROBERT SCHNICKER	2020-10-08
501	2018-01-01	ROBERT SCHNICKER	2019-10-11	ROBERT SCHNICKER	2019-10-11
501	2017-01-01
501	2016-01-01
501	2015-01-01
501	2014-01-01	ROBERT SCHNICKER
501	2013-01-01	ROBERT SCHNICKER
501	2012-01-01	ROBERT SCHNICKER
501	2011-01-01	ROBERT SCHNICKER
501	2009-01-01	ROBERT SCHNICKER

Plan Statistics for LOCAL 653 WELFARE FUND

401k plan membership statisitcs for LOCAL 653 WELFARE FUND

Measure Date Value
2022: LOCAL 653 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 77
Number of retired or separated participants receiving benefits 2022-01-01 31
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 108
Number of employers contributing to the scheme 2022-01-01 18
2021: LOCAL 653 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 78
Number of retired or separated participants receiving benefits 2021-01-01 29
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 107
Number of employers contributing to the scheme 2021-01-01 19
2020: LOCAL 653 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 78
Number of retired or separated participants receiving benefits 2020-01-01 29
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 107
Number of employers contributing to the scheme 2020-01-01 20
2019: LOCAL 653 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 80
Number of retired or separated participants receiving benefits 2019-01-01 26
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 106
Number of employers contributing to the scheme 2019-01-01 10
2018: LOCAL 653 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of retired or separated participants receiving benefits 2018-01-01 24
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 108
Number of employers contributing to the scheme 2018-01-01 17
2017: LOCAL 653 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 80
Number of retired or separated participants receiving benefits 2017-01-01 24
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 104
Number of employers contributing to the scheme 2017-01-01 15
2016: LOCAL 653 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 87
Number of retired or separated participants receiving benefits 2016-01-01 22
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 109
Number of employers contributing to the scheme 2016-01-01 19
2015: LOCAL 653 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 84
Number of retired or separated participants receiving benefits 2015-01-01 21
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 105
Number of employers contributing to the scheme 2015-01-01 22
2014: LOCAL 653 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 84
Number of retired or separated participants receiving benefits 2014-01-01 22
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 106
Number of employers contributing to the scheme 2014-01-01 19
2013: LOCAL 653 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 77
Number of retired or separated participants receiving benefits 2013-01-01 22
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 99
2012: LOCAL 653 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 82
Number of retired or separated participants receiving benefits 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 102
Number of employers contributing to the scheme 2012-01-01 16
2011: LOCAL 653 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 94
Number of retired or separated participants receiving benefits 2011-01-01 14
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 108
Number of employers contributing to the scheme 2011-01-01 16
2009: LOCAL 653 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 81
Number of retired or separated participants receiving benefits 2009-01-01 17
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 98

Measure	Date	Value
2022: LOCAL 653 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	77
Number of retired or separated participants receiving benefits	2022-01-01	31
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	108
Number of employers contributing to the scheme	2022-01-01	18
2021: LOCAL 653 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	78
Number of retired or separated participants receiving benefits	2021-01-01	29
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	107
Number of employers contributing to the scheme	2021-01-01	19
2020: LOCAL 653 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	78
Number of retired or separated participants receiving benefits	2020-01-01	29
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	107
Number of employers contributing to the scheme	2020-01-01	20
2019: LOCAL 653 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	80
Number of retired or separated participants receiving benefits	2019-01-01	26
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	106
Number of employers contributing to the scheme	2019-01-01	10
2018: LOCAL 653 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of retired or separated participants receiving benefits	2018-01-01	24
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	108
Number of employers contributing to the scheme	2018-01-01	17
2017: LOCAL 653 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	80
Number of retired or separated participants receiving benefits	2017-01-01	24
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	104
Number of employers contributing to the scheme	2017-01-01	15
2016: LOCAL 653 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	87
Number of retired or separated participants receiving benefits	2016-01-01	22
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	109
Number of employers contributing to the scheme	2016-01-01	19
2015: LOCAL 653 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	84
Number of retired or separated participants receiving benefits	2015-01-01	21
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	105
Number of employers contributing to the scheme	2015-01-01	22
2014: LOCAL 653 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	84
Number of retired or separated participants receiving benefits	2014-01-01	22
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	106
Number of employers contributing to the scheme	2014-01-01	19
2013: LOCAL 653 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	77
Number of retired or separated participants receiving benefits	2013-01-01	22
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	99
2012: LOCAL 653 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	82
Number of retired or separated participants receiving benefits	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	102
Number of employers contributing to the scheme	2012-01-01	16
2011: LOCAL 653 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	94
Number of retired or separated participants receiving benefits	2011-01-01	14
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	108
Number of employers contributing to the scheme	2011-01-01	16
2009: LOCAL 653 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	81
Number of retired or separated participants receiving benefits	2009-01-01	17
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	98

Financial Data on LOCAL 653 WELFARE FUND

Measure	Date	Value
2022 : LOCAL 653 WELFARE FUND 2022 401k financial data
Total income from all sources	2022-12-31	$1,495,401
Expenses. Total of all expenses incurred	2022-12-31	$1,120,502
Benefits paid (including direct rollovers)	2022-12-31	$1,089,625
Total plan assets at end of year	2022-12-31	$1,375,533
Total plan assets at beginning of year	2022-12-31	$1,000,634
Value of fidelity bond covering the plan	2022-12-31	$200,000
Total contributions received or receivable from participants	2022-12-31	$138,553
Expenses. Other expenses not covered elsewhere	2022-12-31	$30,877
Other income received	2022-12-31	$15,436
Net income (gross income less expenses)	2022-12-31	$374,899
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,375,533
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,000,634
Total contributions received or receivable from employer(s)	2022-12-31	$1,341,412
2021 : LOCAL 653 WELFARE FUND 2021 401k financial data
Total income from all sources	2021-12-31	$1,362,657
Expenses. Total of all expenses incurred	2021-12-31	$1,100,680
Benefits paid (including direct rollovers)	2021-12-31	$1,076,169
Total plan assets at end of year	2021-12-31	$1,000,634
Total plan assets at beginning of year	2021-12-31	$738,657
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$151,367
Other income received	2021-12-31	$-161
Net income (gross income less expenses)	2021-12-31	$261,977
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,000,634
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$738,657
Total contributions received or receivable from employer(s)	2021-12-31	$1,211,451
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$24,511
2020 : LOCAL 653 WELFARE FUND 2020 401k financial data
Total income from all sources	2020-12-31	$1,297,454
Expenses. Total of all expenses incurred	2020-12-31	$1,254,243
Benefits paid (including direct rollovers)	2020-12-31	$1,238,021
Total plan assets at end of year	2020-12-31	$738,657
Total plan assets at beginning of year	2020-12-31	$695,446
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$146,414
Other income received	2020-12-31	$4,002
Net income (gross income less expenses)	2020-12-31	$43,211
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$738,657
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$695,446
Total contributions received or receivable from employer(s)	2020-12-31	$1,147,038
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$16,222
2019 : LOCAL 653 WELFARE FUND 2019 401k financial data
Total income from all sources	2019-12-31	$1,617,243
Expenses. Total of all expenses incurred	2019-12-31	$1,013,205
Benefits paid (including direct rollovers)	2019-12-31	$989,454
Total plan assets at end of year	2019-12-31	$695,446
Total plan assets at beginning of year	2019-12-31	$91,408
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$164,281
Other income received	2019-12-31	$5,802
Net income (gross income less expenses)	2019-12-31	$604,038
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$695,446
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$91,408
Total contributions received or receivable from employer(s)	2019-12-31	$1,447,160
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$23,751
2018 : LOCAL 653 WELFARE FUND 2018 401k financial data
Total income from all sources	2018-12-31	$1,750,513
Expenses. Total of all expenses incurred	2018-12-31	$1,850,039
Benefits paid (including direct rollovers)	2018-12-31	$1,835,164
Total plan assets at end of year	2018-12-31	$91,408
Total plan assets at beginning of year	2018-12-31	$190,934
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$149,807
Other income received	2018-12-31	$1,076
Net income (gross income less expenses)	2018-12-31	$-99,526
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$91,408
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$190,934
Total contributions received or receivable from employer(s)	2018-12-31	$1,599,630
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,875
2017 : LOCAL 653 WELFARE FUND 2017 401k financial data
Total income from all sources	2017-12-31	$1,134,352
Expenses. Total of all expenses incurred	2017-12-31	$1,481,816
Benefits paid (including direct rollovers)	2017-12-31	$1,467,814
Total plan assets at end of year	2017-12-31	$190,934
Total plan assets at beginning of year	2017-12-31	$538,398
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$119,974
Other income received	2017-12-31	$2,664
Net income (gross income less expenses)	2017-12-31	$-347,464
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$190,934
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$538,398
Total contributions received or receivable from employer(s)	2017-12-31	$1,011,714
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,002
2016 : LOCAL 653 WELFARE FUND 2016 401k financial data
Total income from all sources	2016-12-31	$1,106,305
Expenses. Total of all expenses incurred	2016-12-31	$1,104,625
Benefits paid (including direct rollovers)	2016-12-31	$976,308
Total plan assets at end of year	2016-12-31	$538,398
Total plan assets at beginning of year	2016-12-31	$536,718
Value of fidelity bond covering the plan	2016-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$16,763
Contributions received from other sources (not participants or employers)	2016-12-31	$61,113
Other income received	2016-12-31	$6,842
Net income (gross income less expenses)	2016-12-31	$1,680
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$538,398
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$536,718
Total contributions received or receivable from employer(s)	2016-12-31	$1,038,350
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$111,554
2015 : LOCAL 653 WELFARE FUND 2015 401k financial data
Total income from all sources	2015-12-31	$1,320,197
Expenses. Total of all expenses incurred	2015-12-31	$1,405,641
Benefits paid (including direct rollovers)	2015-12-31	$1,340,123
Total plan assets at end of year	2015-12-31	$536,718
Total plan assets at beginning of year	2015-12-31	$622,162
Value of fidelity bond covering the plan	2015-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$15,627
Contributions received from other sources (not participants or employers)	2015-12-31	$84,120
Other income received	2015-12-31	$6,810
Net income (gross income less expenses)	2015-12-31	$-85,444
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$536,718
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$622,162
Total contributions received or receivable from employer(s)	2015-12-31	$1,229,267
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$49,891
2014 : LOCAL 653 WELFARE FUND 2014 401k financial data
Total income from all sources	2014-12-31	$1,206,664
Expenses. Total of all expenses incurred	2014-12-31	$1,387,348
Benefits paid (including direct rollovers)	2014-12-31	$1,329,448
Total plan assets at end of year	2014-12-31	$622,162
Total plan assets at beginning of year	2014-12-31	$802,846
Value of fidelity bond covering the plan	2014-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$16,634
Contributions received from other sources (not participants or employers)	2014-12-31	$164,751
Other income received	2014-12-31	$18,467
Net income (gross income less expenses)	2014-12-31	$-180,684
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$622,162
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$802,846
Total contributions received or receivable from employer(s)	2014-12-31	$1,023,446
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$41,266
2013 : LOCAL 653 WELFARE FUND 2013 401k financial data
Total income from all sources	2013-12-31	$964,995
Expenses. Total of all expenses incurred	2013-12-31	$1,008,351
Benefits paid (including direct rollovers)	2013-12-31	$950,944
Total plan assets at end of year	2013-12-31	$802,846
Total plan assets at beginning of year	2013-12-31	$846,202
Value of fidelity bond covering the plan	2013-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$16,597
Contributions received from other sources (not participants or employers)	2013-12-31	$18,786
Other income received	2013-12-31	$-3,102
Net income (gross income less expenses)	2013-12-31	$-43,356
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$802,846
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$846,202
Total contributions received or receivable from employer(s)	2013-12-31	$949,311
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$40,810
2012 : LOCAL 653 WELFARE FUND 2012 401k financial data
Total income from all sources	2012-12-31	$1,076,362
Expenses. Total of all expenses incurred	2012-12-31	$1,115,241
Benefits paid (including direct rollovers)	2012-12-31	$1,065,728
Total plan assets at end of year	2012-12-31	$846,202
Total plan assets at beginning of year	2012-12-31	$885,081
Value of fidelity bond covering the plan	2012-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$11,103
Other income received	2012-12-31	$5,410
Net income (gross income less expenses)	2012-12-31	$-38,879
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$846,202
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$885,081
Total contributions received or receivable from employer(s)	2012-12-31	$1,070,952
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$38,410
2011 : LOCAL 653 WELFARE FUND 2011 401k financial data
Total income from all sources	2011-12-31	$898,070
Expenses. Total of all expenses incurred	2011-12-31	$956,192
Benefits paid (including direct rollovers)	2011-12-31	$897,457
Total plan assets at end of year	2011-12-31	$885,081
Total plan assets at beginning of year	2011-12-31	$943,203
Value of fidelity bond covering the plan	2011-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$22,322
Other income received	2011-12-31	$6,143
Net income (gross income less expenses)	2011-12-31	$-58,122
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$885,081
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$943,203
Total contributions received or receivable from employer(s)	2011-12-31	$891,927
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$36,413
2010 : LOCAL 653 WELFARE FUND 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$907,231
Expenses. Total of all expenses incurred	2010-12-31	$991,850
Benefits paid (including direct rollovers)	2010-12-31	$945,601
Total plan assets at end of year	2010-12-31	$943,203
Total plan assets at beginning of year	2010-12-31	$1,027,822
Value of fidelity bond covering the plan	2010-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$11,093
Other income received	2010-12-31	$10,086
Net income (gross income less expenses)	2010-12-31	$-84,619
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$943,203
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,027,822
Total contributions received or receivable from employer(s)	2010-12-31	$897,145
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$35,156

Form 5500 Responses for LOCAL 653 WELFARE FUND

2022: LOCAL 653 WELFARE FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LOCAL 653 WELFARE FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LOCAL 653 WELFARE FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LOCAL 653 WELFARE FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LOCAL 653 WELFARE FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOCAL 653 WELFARE FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOCAL 653 WELFARE FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOCAL 653 WELFARE FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOCAL 653 WELFARE FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOCAL 653 WELFARE FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOCAL 653 WELFARE FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOCAL 653 WELFARE FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LOCAL 653 WELFARE FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLUMBERS & PIPEFITTERS UNION LOCAL 653
Employer identification number (EIN):	363378526
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors