PLUMBERS & STEAMFITTERS LOCAL 137 PENSION FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND
| Measure | Date | Value |
|---|
| 2023: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2023 401k membership |
|---|
| Current value of assets | 2023-03-31 | 150,818,777 |
| Acturial value of assets for funding standard account | 2023-03-31 | 148,885,328 |
| Accrued liability for plan using immediate gains methods | 2023-03-31 | 172,250,101 |
| Accrued liability under unit credit cost method | 2023-03-31 | 172,250,101 |
| RPA 94 current liability | 2023-03-31 | 343,996,291 |
| Expected increase in current liability due to benefits accruing during the plan year | 2023-03-31 | 3,924,263 |
| Expected release from RPA 94 current liability for plan year | 2023-03-31 | 13,252,847 |
| Expected plan disbursements for the plan year | 2023-03-31 | 13,377,424 |
| Current value of assets | 2023-03-31 | 150,818,777 |
| Number of retired participants and beneficiaries receiving payment | 2023-03-31 | 663 |
| Current liability for retired participants and beneficiaries receiving payment | 2023-03-31 | 201,200,689 |
| Number of terminated vested participants | 2023-03-31 | 170 |
| Current liability for terminated vested participants | 2023-03-31 | 40,252,426 |
| Current liability for active participants non vested benefits | 2023-03-31 | 3,371,957 |
| Current liability for active participants vested benefits | 2023-03-31 | 99,171,219 |
| Total number of active articipats | 2023-03-31 | 375 |
| Current liability for active participants | 2023-03-31 | 102,543,176 |
| Total participant count with liabilities | 2023-03-31 | 1,208 |
| Total current liabilitoes for participants with libailities | 2023-03-31 | 343,996,291 |
| Total employer contributions in plan year | 2023-03-31 | 6,444,283 |
| Prior year funding deficiency | 2023-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2023-03-31 | 1,352,590 |
| Prior year credit balance | 2023-03-31 | 6,656,479 |
| Amortization credits as of valuation date | 2023-03-31 | 4,407,661 |
| 2022: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 1,165 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 399 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 520 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 161 |
| Total of all active and inactive participants | 2022-04-01 | 1,080 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 148 |
| Total participants | 2022-04-01 | 1,228 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 5 |
| Number of employers contributing to the scheme | 2022-04-01 | 72 |
| Current value of assets | 2022-03-31 | 145,785,008 |
| Acturial value of assets for funding standard account | 2022-03-31 | 145,785,008 |
| Accrued liability for plan using immediate gains methods | 2022-03-31 | 172,503,317 |
| Accrued liability under unit credit cost method | 2022-03-31 | 172,503,317 |
| RPA 94 current liability | 2022-03-31 | 322,189,385 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-03-31 | 3,014,321 |
| Expected plan disbursements for the plan year | 2022-03-31 | 13,262,241 |
| Current value of assets | 2022-03-31 | 145,785,008 |
| Number of retired participants and beneficiaries receiving payment | 2022-03-31 | 640 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-03-31 | 192,343,853 |
| Number of terminated vested participants | 2022-03-31 | 173 |
| Current liability for terminated vested participants | 2022-03-31 | 35,341,708 |
| Current liability for active participants non vested benefits | 2022-03-31 | 4,456,964 |
| Current liability for active participants vested benefits | 2022-03-31 | 90,046,860 |
| Total number of active articipats | 2022-03-31 | 352 |
| Current liability for active participants | 2022-03-31 | 94,503,824 |
| Total participant count with liabilities | 2022-03-31 | 1,165 |
| Total current liabilitoes for participants with libailities | 2022-03-31 | 322,189,385 |
| Total employer contributions in plan year | 2022-03-31 | 5,391,312 |
| Total employee contributions in plan year | 2022-03-31 | 0 |
| Prior year funding deficiency | 2022-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-03-31 | 1,208,990 |
| Prior year credit balance | 2022-03-31 | 4,430,313 |
| Amortization credits as of valuation date | 2022-03-31 | 4,303,258 |
| 2021: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 1,165 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 352 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 508 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 173 |
| Total of all active and inactive participants | 2021-04-01 | 1,033 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 132 |
| Total participants | 2021-04-01 | 1,165 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 12 |
| Number of employers contributing to the scheme | 2021-04-01 | 71 |
| Current value of assets | 2021-03-31 | 117,025,849 |
| Acturial value of assets for funding standard account | 2021-03-31 | 136,147,681 |
| Accrued liability for plan using immediate gains methods | 2021-03-31 | 172,594,113 |
| Accrued liability under unit credit cost method | 2021-03-31 | 172,594,113 |
| RPA 94 current liability | 2021-03-31 | 303,050,663 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-03-31 | 5,496,715 |
| Expected plan disbursements for the plan year | 2021-03-31 | 12,825,611 |
| Current value of assets | 2021-03-31 | 117,025,849 |
| Number of retired participants and beneficiaries receiving payment | 2021-03-31 | 634 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-03-31 | 174,589,509 |
| Number of terminated vested participants | 2021-03-31 | 175 |
| Current liability for terminated vested participants | 2021-03-31 | 33,218,442 |
| Current liability for active participants non vested benefits | 2021-03-31 | 3,412,375 |
| Current liability for active participants vested benefits | 2021-03-31 | 91,830,337 |
| Total number of active articipats | 2021-03-31 | 364 |
| Current liability for active participants | 2021-03-31 | 95,242,712 |
| Total participant count with liabilities | 2021-03-31 | 1,173 |
| Total current liabilitoes for participants with libailities | 2021-03-31 | 303,050,663 |
| Total employer contributions in plan year | 2021-03-31 | 4,858,099 |
| Total employee contributions in plan year | 2021-03-31 | 0 |
| Prior year funding deficiency | 2021-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-03-31 | 2,313,336 |
| Prior year credit balance | 2021-03-31 | 5,697,247 |
| Amortization credits as of valuation date | 2021-03-31 | 3,049,907 |
| 2020: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 1,173 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 352 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 503 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 173 |
| Total of all active and inactive participants | 2020-04-01 | 1,028 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 137 |
| Total participants | 2020-04-01 | 1,165 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 10 |
| Number of employers contributing to the scheme | 2020-04-01 | 71 |
| Current value of assets | 2020-03-31 | 136,197,765 |
| Acturial value of assets for funding standard account | 2020-03-31 | 139,900,809 |
| Accrued liability for plan using immediate gains methods | 2020-03-31 | 167,647,479 |
| Accrued liability under unit credit cost method | 2020-03-31 | 167,647,479 |
| RPA 94 current liability | 2020-03-31 | 292,018,338 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-03-31 | 4,994,566 |
| Expected plan disbursements for the plan year | 2020-03-31 | 12,438,016 |
| Current value of assets | 2020-03-31 | 136,197,765 |
| Number of retired participants and beneficiaries receiving payment | 2020-03-31 | 632 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-03-31 | 168,745,860 |
| Number of terminated vested participants | 2020-03-31 | 174 |
| Current liability for terminated vested participants | 2020-03-31 | 32,658,957 |
| Current liability for active participants non vested benefits | 2020-03-31 | 3,254,521 |
| Current liability for active participants vested benefits | 2020-03-31 | 87,359,001 |
| Total number of active articipats | 2020-03-31 | 358 |
| Current liability for active participants | 2020-03-31 | 90,613,522 |
| Total participant count with liabilities | 2020-03-31 | 1,164 |
| Total current liabilitoes for participants with libailities | 2020-03-31 | 292,018,339 |
| Total employer contributions in plan year | 2020-03-31 | 4,899,905 |
| Total employee contributions in plan year | 2020-03-31 | 0 |
| Prior year funding deficiency | 2020-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-03-31 | 2,154,736 |
| Prior year credit balance | 2020-03-31 | 7,287,250 |
| Amortization credits as of valuation date | 2020-03-31 | 4,309,855 |
| 2019: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 1,164 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 364 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 490 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 175 |
| Total of all active and inactive participants | 2019-04-01 | 1,029 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 144 |
| Total participants | 2019-04-01 | 1,173 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 9 |
| Number of employers contributing to the scheme | 2019-04-01 | 79 |
| Current value of assets | 2019-03-31 | 139,344,844 |
| Acturial value of assets for funding standard account | 2019-03-31 | 138,757,255 |
| Accrued liability for plan using immediate gains methods | 2019-03-31 | 161,398,401 |
| Accrued liability under unit credit cost method | 2019-03-31 | 161,398,401 |
| RPA 94 current liability | 2019-03-31 | 296,414,428 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-03-31 | 4,916,747 |
| Expected plan disbursements for the plan year | 2019-03-31 | 12,104,307 |
| Current value of assets | 2019-03-31 | 139,344,844 |
| Number of retired participants and beneficiaries receiving payment | 2019-03-31 | 622 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-03-31 | 167,440,629 |
| Number of terminated vested participants | 2019-03-31 | 194 |
| Current liability for terminated vested participants | 2019-03-31 | 34,394,644 |
| Current liability for active participants non vested benefits | 2019-03-31 | 3,360,907 |
| Current liability for active participants vested benefits | 2019-03-31 | 91,218,248 |
| Total number of active articipats | 2019-03-31 | 353 |
| Current liability for active participants | 2019-03-31 | 94,579,155 |
| Total participant count with liabilities | 2019-03-31 | 1,169 |
| Total current liabilitoes for participants with libailities | 2019-03-31 | 296,414,428 |
| Total employer contributions in plan year | 2019-03-31 | 4,885,801 |
| Total employee contributions in plan year | 2019-03-31 | 0 |
| Prior year funding deficiency | 2019-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-03-31 | 2,040,529 |
| Prior year credit balance | 2019-03-31 | 8,141,752 |
| Amortization credits as of valuation date | 2019-03-31 | 4,309,845 |
| 2018: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 1,169 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 358 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 488 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 174 |
| Total of all active and inactive participants | 2018-04-01 | 1,020 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 144 |
| Total participants | 2018-04-01 | 1,164 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 3 |
| Number of employers contributing to the scheme | 2018-04-01 | 72 |
| Current value of assets | 2018-03-31 | 134,148,301 |
| Acturial value of assets for funding standard account | 2018-03-31 | 136,597,538 |
| Accrued liability for plan using immediate gains methods | 2018-03-31 | 158,353,396 |
| Accrued liability under unit credit cost method | 2018-03-31 | 158,352,396 |
| RPA 94 current liability | 2018-03-31 | 277,686,151 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-03-31 | 4,947,923 |
| Expected plan disbursements for the plan year | 2018-03-31 | 11,442,718 |
| Current value of assets | 2018-03-31 | 134,148,301 |
| Number of retired participants and beneficiaries receiving payment | 2018-03-31 | 599 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-03-31 | 148,226,915 |
| Number of terminated vested participants | 2018-03-31 | 203 |
| Current liability for terminated vested participants | 2018-03-31 | 33,718,463 |
| Current liability for active participants non vested benefits | 2018-03-31 | 4,237,031 |
| Current liability for active participants vested benefits | 2018-03-31 | 91,503,742 |
| Total number of active articipats | 2018-03-31 | 383 |
| Current liability for active participants | 2018-03-31 | 95,740,773 |
| Total participant count with liabilities | 2018-03-31 | 1,185 |
| Total current liabilitoes for participants with libailities | 2018-03-31 | 277,686,151 |
| Total employer contributions in plan year | 2018-03-31 | 4,473,544 |
| Total employee contributions in plan year | 2018-03-31 | 0 |
| Prior year funding deficiency | 2018-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-03-31 | 2,187,059 |
| Prior year credit balance | 2018-03-31 | 9,459,622 |
| Amortization credits as of valuation date | 2018-03-31 | 4,309,845 |
| 2017: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 1,185 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 353 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 480 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 194 |
| Total of all active and inactive participants | 2017-04-01 | 1,027 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 142 |
| Total participants | 2017-04-01 | 1,169 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
| Number of employers contributing to the scheme | 2017-04-01 | 73 |
| Current value of assets | 2017-03-31 | 125,728,422 |
| Acturial value of assets for funding standard account | 2017-03-31 | 134,882,892 |
| Accrued liability for plan using immediate gains methods | 2017-03-31 | 162,822,388 |
| Accrued liability under unit credit cost method | 2017-03-31 | 155,210,028 |
| RPA 94 current liability | 2017-03-31 | 268,466,496 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-03-31 | 4,704,820 |
| Expected plan disbursements for the plan year | 2017-03-31 | 10,900,890 |
| Current value of assets | 2017-03-31 | 125,728,422 |
| Number of retired participants and beneficiaries receiving payment | 2017-03-31 | 587 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-03-31 | 139,078,167 |
| Number of terminated vested participants | 2017-03-31 | 206 |
| Current liability for terminated vested participants | 2017-03-31 | 33,325,714 |
| Current liability for active participants non vested benefits | 2017-03-31 | 4,876,694 |
| Current liability for active participants vested benefits | 2017-03-31 | 91,185,921 |
| Total number of active articipats | 2017-03-31 | 404 |
| Current liability for active participants | 2017-03-31 | 96,062,615 |
| Total participant count with liabilities | 2017-03-31 | 1,197 |
| Total current liabilitoes for participants with libailities | 2017-03-31 | 268,466,496 |
| Total employer contributions in plan year | 2017-03-31 | 4,629,296 |
| Total employee contributions in plan year | 2017-03-31 | 0 |
| Prior year funding deficiency | 2017-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-03-31 | 1,502,535 |
| Prior year credit balance | 2017-03-31 | 10,679,947 |
| Amortization credits as of valuation date | 2017-03-31 | 3,179,875 |
| 2016: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 1,197 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 383 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 458 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 203 |
| Total of all active and inactive participants | 2016-04-01 | 1,044 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 141 |
| Total participants | 2016-04-01 | 1,185 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 4 |
| Number of employers contributing to the scheme | 2016-04-01 | 0 |
| Current value of assets | 2016-03-31 | 132,962,304 |
| Acturial value of assets for funding standard account | 2016-03-31 | 132,962,304 |
| Accrued liability for plan using immediate gains methods | 2016-03-31 | 157,978,477 |
| Accrued liability under unit credit cost method | 2016-03-31 | 150,546,706 |
| RPA 94 current liability | 2016-03-31 | 257,108,025 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-03-31 | 4,223,642 |
| Expected plan disbursements for the plan year | 2016-03-31 | 10,352,907 |
| Current value of assets | 2016-03-31 | 132,962,304 |
| Number of retired participants and beneficiaries receiving payment | 2016-03-31 | 565 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-03-31 | 126,883,576 |
| Number of terminated vested participants | 2016-03-31 | 225 |
| Current liability for terminated vested participants | 2016-03-31 | 34,708,524 |
| Current liability for active participants non vested benefits | 2016-03-31 | 4,604,118 |
| Current liability for active participants vested benefits | 2016-03-31 | 95,515,925 |
| Total number of active articipats | 2016-03-31 | 405 |
| Current liability for active participants | 2016-03-31 | 100,120,043 |
| Total participant count with liabilities | 2016-03-31 | 1,195 |
| Total current liabilitoes for participants with libailities | 2016-03-31 | 261,712,143 |
| Total employer contributions in plan year | 2016-03-31 | 4,851,801 |
| Total employee contributions in plan year | 2016-03-31 | 0 |
| Prior year funding deficiency | 2016-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-03-31 | 1,536,685 |
| Prior year credit balance | 2016-03-31 | 11,114,155 |
| Amortization credits as of valuation date | 2016-03-31 | 3,243,881 |
| 2015: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 1,195 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 404 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 452 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 206 |
| Total of all active and inactive participants | 2015-04-01 | 1,062 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 135 |
| Total participants | 2015-04-01 | 1,197 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 4 |
| Number of employers contributing to the scheme | 2015-04-01 | 63 |
| Current value of assets | 2015-03-31 | 80,844,987 |
| Acturial value of assets for funding standard account | 2015-03-31 | 77,185,525 |
| Accrued liability for plan using immediate gains methods | 2015-03-31 | 93,898,519 |
| Accrued liability under unit credit cost method | 2015-03-31 | 88,577,946 |
| RPA 94 current liability | 2015-03-31 | 152,294,190 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-03-31 | 2,842,533 |
| Expected plan disbursements for the plan year | 2015-03-31 | 6,082,152 |
| Current value of assets | 2015-03-31 | 80,844,987 |
| Number of retired participants and beneficiaries receiving payment | 2015-03-31 | 350 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-03-31 | 76,777,403 |
| Number of terminated vested participants | 2015-03-31 | 112 |
| Current liability for terminated vested participants | 2015-03-31 | 17,000,795 |
| Current liability for active participants non vested benefits | 2015-03-31 | 2,973,422 |
| Current liability for active participants vested benefits | 2015-03-31 | 55,542,570 |
| Total number of active articipats | 2015-03-31 | 292 |
| Current liability for active participants | 2015-03-31 | 58,515,992 |
| Total participant count with liabilities | 2015-03-31 | 754 |
| Total current liabilitoes for participants with libailities | 2015-03-31 | 152,294,190 |
| Total employer contributions in plan year | 2015-03-31 | 4,191,185 |
| Total employee contributions in plan year | 2015-03-31 | 0 |
| Prior year funding deficiency | 2015-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-03-31 | 1,370,855 |
| Prior year credit balance | 2015-03-31 | 11,152,548 |
| Amortization credits as of valuation date | 2015-03-31 | 2,412,828 |
| 2014: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 796 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 511 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 553 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 194 |
| Total of all active and inactive participants | 2014-04-01 | 1,258 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 128 |
| Total participants | 2014-04-01 | 1,386 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 5 |
| Number of employers contributing to the scheme | 2014-04-01 | 63 |
| Current value of assets | 2014-03-31 | 80,844,897 |
| Acturial value of assets for funding standard account | 2014-03-31 | 77,185,525 |
| Accrued liability for plan using immediate gains methods | 2014-03-31 | 93,898,519 |
| Accrued liability under unit credit cost method | 2014-03-31 | 88,577,946 |
| RPA 94 current liability | 2014-03-31 | 150,788,061 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-03-31 | 2,796,139 |
| Expected plan disbursements for the plan year | 2014-03-31 | 6,096,680 |
| Current value of assets | 2014-03-31 | 73,894,784 |
| Number of retired participants and beneficiaries receiving payment | 2014-03-31 | 347 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-03-31 | 75,256,100 |
| Number of terminated vested participants | 2014-03-31 | 107 |
| Current liability for terminated vested participants | 2014-03-31 | 16,565,780 |
| Current liability for active participants non vested benefits | 2014-03-31 | 2,742,284 |
| Current liability for active participants vested benefits | 2014-03-31 | 54,563,082 |
| Total number of active articipats | 2014-03-31 | 286 |
| Current liability for active participants | 2014-03-31 | 57,305,366 |
| Total participant count with liabilities | 2014-03-31 | 740 |
| Total current liabilitoes for participants with libailities | 2014-03-31 | 149,127,246 |
| Total employer contributions in plan year | 2014-03-31 | 3,165,214 |
| Total employee contributions in plan year | 2014-03-31 | 0 |
| Prior year funding deficiency | 2014-03-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-03-31 | 1,004,483 |
| Prior year credit balance | 2014-03-31 | 6,871,681 |
| Amortization credits as of valuation date | 2014-03-31 | 3,319,156 |
| 2013: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 769 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 388 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 246 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 77 |
| Total of all active and inactive participants | 2013-04-01 | 711 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 85 |
| Total participants | 2013-04-01 | 796 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 9 |
| Number of employers contributing to the scheme | 2013-04-01 | 56 |
| 2012: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 693 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 362 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 254 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 66 |
| Total of all active and inactive participants | 2012-04-01 | 682 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 87 |
| Total participants | 2012-04-01 | 769 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
| Number of employers contributing to the scheme | 2012-04-01 | 49 |
| 2009: PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 750 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 316 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 243 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 120 |
| Total of all active and inactive participants | 2009-04-01 | 679 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 57 |
| Total participants | 2009-04-01 | 736 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 6 |
| Number of employers contributing to the scheme | 2009-04-01 | 31 |
| Measure | Date | Value |
|---|
| 2023 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2023-03-31 | $-97,577 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-1,035,669 |
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-1,133,246 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $65,752 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $67,161 |
| Total income from all sources (including contributions) | 2023-03-31 | $-1,936,821 |
| Total of all expenses incurred | 2023-03-31 | $13,796,472 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $13,102,690 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $6,444,283 |
| Value of total assets at end of year | 2023-03-31 | $135,151,236 |
| Value of total assets at beginning of year | 2023-03-31 | $150,885,938 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $693,782 |
| Total interest from all sources | 2023-03-31 | $395,524 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $1,841,429 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $1,841,429 |
| Administrative expenses professional fees incurred | 2023-03-31 | $119,053 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-03-31 | $44,855 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-03-31 | $79,230 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $111,656 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $89,442 |
| Other income not declared elsewhere | 2023-03-31 | $13,511 |
| Administrative expenses (other) incurred | 2023-03-31 | $70,699 |
| Liabilities. Value of operating payables at end of year | 2023-03-31 | $65,752 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-31 | $67,161 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $-15,733,293 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $135,085,484 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $150,818,777 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-03-31 | $8,466,709 |
| Assets. partnership/joint venture interests at beginning of year | 2023-03-31 | $8,390,707 |
| Investment advisory and management fees | 2023-03-31 | $438,405 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $74,751,265 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $83,158,284 |
| Income. Interest from US Government securities | 2023-03-31 | $143,379 |
| Income. Interest from corporate debt instruments | 2023-03-31 | $242,446 |
| Value of interest in common/collective trusts at end of year | 2023-03-31 | $30,445,689 |
| Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $37,256,679 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $2,513,166 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $1,849,536 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $1,849,536 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $9,699 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-03-31 | $5,154,508 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-03-31 | $5,000,000 |
| Asset value of US Government securities at end of year | 2023-03-31 | $6,958,084 |
| Asset value of US Government securities at beginning of year | 2023-03-31 | $7,200,854 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-7,762,007 |
| Net investment gain or loss from common/collective trusts | 2023-03-31 | $-2,495,330 |
| Net gain/loss from 103.12 investment entities | 2023-03-31 | $759,015 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $6,444,283 |
| Employer contributions (assets) at end of year | 2023-03-31 | $727,324 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $529,802 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $13,102,690 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-03-31 | $5,977,980 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $7,331,404 |
| Contract administrator fees | 2023-03-31 | $65,625 |
| Did the plan have assets held for investment | 2023-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2023-03-31 | 430352985 |
| 2022 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-03-31 | $130,670 |
| Total unrealized appreciation/depreciation of assets | 2022-03-31 | $130,670 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $67,161 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $39,552 |
| Total income from all sources (including contributions) | 2022-03-31 | $18,433,711 |
| Total of all expenses incurred | 2022-03-31 | $13,399,942 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $12,791,966 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $5,391,312 |
| Value of total assets at end of year | 2022-03-31 | $150,885,938 |
| Value of total assets at beginning of year | 2022-03-31 | $145,824,560 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $607,976 |
| Total interest from all sources | 2022-03-31 | $342,429 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $1,803,173 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $1,803,173 |
| Administrative expenses professional fees incurred | 2022-03-31 | $125,586 |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-03-31 | $79,230 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-03-31 | $63,478 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $89,442 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $61,176 |
| Other income not declared elsewhere | 2022-03-31 | $11,633 |
| Administrative expenses (other) incurred | 2022-03-31 | $94,031 |
| Liabilities. Value of operating payables at end of year | 2022-03-31 | $67,161 |
| Liabilities. Value of operating payables at beginning of year | 2022-03-31 | $39,552 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $5,033,769 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $150,818,777 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $145,785,008 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-03-31 | $8,390,707 |
| Assets. partnership/joint venture interests at beginning of year | 2022-03-31 | $3,169,374 |
| Investment advisory and management fees | 2022-03-31 | $322,734 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $83,158,284 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $84,926,849 |
| Income. Interest from US Government securities | 2022-03-31 | $104,584 |
| Income. Interest from corporate debt instruments | 2022-03-31 | $235,049 |
| Value of interest in common/collective trusts at end of year | 2022-03-31 | $37,256,679 |
| Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $40,831,274 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $1,849,536 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $5,404,632 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $5,404,632 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $2,796 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-03-31 | $5,000,000 |
| Asset value of US Government securities at end of year | 2022-03-31 | $7,200,854 |
| Asset value of US Government securities at beginning of year | 2022-03-31 | $4,819,373 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $7,262,319 |
| Net investment gain or loss from common/collective trusts | 2022-03-31 | $3,457,165 |
| Net gain/loss from 103.12 investment entities | 2022-03-31 | $35,010 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $5,391,312 |
| Employer contributions (assets) at end of year | 2022-03-31 | $529,802 |
| Employer contributions (assets) at beginning of year | 2022-03-31 | $531,401 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $12,791,966 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-03-31 | $7,331,404 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-03-31 | $6,017,003 |
| Contract administrator fees | 2022-03-31 | $65,625 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-03-31 | $0 |
| Did the plan have assets held for investment | 2022-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2022-03-31 | 430352985 |
| 2021 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $-23,906,265 |
| Total unrealized appreciation/depreciation of assets | 2021-03-31 | $-23,906,265 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $39,552 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $120,940 |
| Total income from all sources (including contributions) | 2021-03-31 | $41,857,261 |
| Total loss/gain on sale of assets | 2021-03-31 | $-465,815 |
| Total of all expenses incurred | 2021-03-31 | $13,098,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $12,327,198 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $4,858,099 |
| Value of total assets at end of year | 2021-03-31 | $145,824,560 |
| Value of total assets at beginning of year | 2021-03-31 | $117,146,789 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $770,904 |
| Total interest from all sources | 2021-03-31 | $36,316 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $1,849,473 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $1,404,240 |
| Administrative expenses professional fees incurred | 2021-03-31 | $259,288 |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-03-31 | $63,478 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-03-31 | $99,472 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $61,176 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $45,238 |
| Administrative expenses (other) incurred | 2021-03-31 | $80,793 |
| Liabilities. Value of operating payables at end of year | 2021-03-31 | $39,552 |
| Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $120,940 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $28,759,159 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $145,785,008 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $117,025,849 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-03-31 | $3,169,374 |
| Assets. partnership/joint venture interests at beginning of year | 2021-03-31 | $3,461,563 |
| Investment advisory and management fees | 2021-03-31 | $365,198 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $84,926,849 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $54,221,483 |
| Value of interest in common/collective trusts at end of year | 2021-03-31 | $40,831,274 |
| Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $37,286,895 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $5,404,632 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $3,045,344 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $3,045,344 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $36,316 |
| Asset value of US Government securities at end of year | 2021-03-31 | $4,819,373 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $48,955,208 |
| Net investment gain or loss from common/collective trusts | 2021-03-31 | $10,530,245 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $4,858,099 |
| Employer contributions (assets) at end of year | 2021-03-31 | $531,401 |
| Employer contributions (assets) at beginning of year | 2021-03-31 | $461,134 |
| Income. Dividends from common stock | 2021-03-31 | $445,233 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $12,327,198 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-03-31 | $6,017,003 |
| Contract administrator fees | 2021-03-31 | $65,625 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-03-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-03-31 | $18,525,660 |
| Did the plan have assets held for investment | 2021-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Aggregate proceeds on sale of assets | 2021-03-31 | $40,961,914 |
| Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $41,427,729 |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2021-03-31 | 430352985 |
| 2020 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $-8,436,502 |
| Total unrealized appreciation/depreciation of assets | 2020-03-31 | $-8,436,502 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $120,940 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $7,409 |
| Total income from all sources (including contributions) | 2020-03-31 | $-6,373,131 |
| Total loss/gain on sale of assets | 2020-03-31 | $1,244,493 |
| Total of all expenses incurred | 2020-03-31 | $12,798,785 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $12,011,332 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $4,899,905 |
| Value of total assets at end of year | 2020-03-31 | $117,146,789 |
| Value of total assets at beginning of year | 2020-03-31 | $136,205,174 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $787,453 |
| Total interest from all sources | 2020-03-31 | $11,045 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $2,661,220 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $1,925,243 |
| Administrative expenses professional fees incurred | 2020-03-31 | $117,824 |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-03-31 | $99,472 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-03-31 | $135,322 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $45,238 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $182,115 |
| Administrative expenses (other) incurred | 2020-03-31 | $63,494 |
| Liabilities. Value of operating payables at end of year | 2020-03-31 | $120,940 |
| Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $7,409 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $-19,171,916 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $117,025,849 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $136,197,765 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-03-31 | $3,461,563 |
| Assets. partnership/joint venture interests at beginning of year | 2020-03-31 | $17,700,414 |
| Investment advisory and management fees | 2020-03-31 | $529,922 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $54,221,483 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $49,329,218 |
| Value of interest in common/collective trusts at end of year | 2020-03-31 | $37,286,895 |
| Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $38,742,689 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $3,045,344 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $3,682,538 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $3,682,538 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $11,045 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-6,573,563 |
| Net investment gain or loss from common/collective trusts | 2020-03-31 | $-179,729 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $4,899,905 |
| Employer contributions (assets) at end of year | 2020-03-31 | $461,134 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $594,443 |
| Income. Dividends from common stock | 2020-03-31 | $735,977 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $12,011,332 |
| Contract administrator fees | 2020-03-31 | $76,213 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-03-31 | $18,525,660 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-03-31 | $25,838,435 |
| Did the plan have assets held for investment | 2020-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Aggregate proceeds on sale of assets | 2020-03-31 | $32,548,274 |
| Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $31,303,781 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2020-03-31 | 430352985 |
| 2019 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $-66,346 |
| Total unrealized appreciation/depreciation of assets | 2019-03-31 | $-66,346 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $7,409 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $21,788 |
| Total income from all sources (including contributions) | 2019-03-31 | $9,417,780 |
| Total loss/gain on sale of assets | 2019-03-31 | $2,266,684 |
| Total of all expenses incurred | 2019-03-31 | $12,564,859 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $11,710,246 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $4,885,801 |
| Value of total assets at end of year | 2019-03-31 | $136,205,174 |
| Value of total assets at beginning of year | 2019-03-31 | $139,366,632 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $854,613 |
| Total interest from all sources | 2019-03-31 | $928,658 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $2,139,312 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $1,363,122 |
| Administrative expenses professional fees incurred | 2019-03-31 | $112,723 |
| Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
| Value of fidelity bond cover | 2019-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-03-31 | $135,322 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-03-31 | $535,339 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $182,115 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $132,278 |
| Administrative expenses (other) incurred | 2019-03-31 | $59,628 |
| Liabilities. Value of operating payables at end of year | 2019-03-31 | $7,409 |
| Liabilities. Value of operating payables at beginning of year | 2019-03-31 | $21,788 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Value of net income/loss | 2019-03-31 | $-3,147,079 |
| Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $136,197,765 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $139,344,844 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-03-31 | $17,700,414 |
| Assets. partnership/joint venture interests at beginning of year | 2019-03-31 | $16,988,399 |
| Investment advisory and management fees | 2019-03-31 | $611,168 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $49,329,218 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $52,098,937 |
| Value of interest in common/collective trusts at end of year | 2019-03-31 | $38,742,689 |
| Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $37,231,426 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $3,682,538 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $2,377,510 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $2,377,510 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-31 | $928,658 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $-1,631,747 |
| Net investment gain or loss from common/collective trusts | 2019-03-31 | $895,418 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $4,885,801 |
| Employer contributions (assets) at end of year | 2019-03-31 | $594,443 |
| Employer contributions (assets) at beginning of year | 2019-03-31 | $449,079 |
| Income. Dividends from common stock | 2019-03-31 | $776,190 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $11,710,246 |
| Contract administrator fees | 2019-03-31 | $71,094 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-03-31 | $25,838,435 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-03-31 | $29,553,664 |
| Did the plan have assets held for investment | 2019-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
| Aggregate proceeds on sale of assets | 2019-03-31 | $19,552,979 |
| Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $17,286,295 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
| Accountancy firm name | 2019-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2019-03-31 | 430352985 |
| 2018 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $2,826,583 |
| Total unrealized appreciation/depreciation of assets | 2018-03-31 | $2,826,583 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $21,788 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $19,576 |
| Total income from all sources (including contributions) | 2018-03-31 | $17,092,478 |
| Total loss/gain on sale of assets | 2018-03-31 | $2,410,397 |
| Total of all expenses incurred | 2018-03-31 | $11,895,935 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $11,121,361 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $4,473,544 |
| Value of total assets at end of year | 2018-03-31 | $139,366,632 |
| Value of total assets at beginning of year | 2018-03-31 | $134,167,877 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $774,574 |
| Total interest from all sources | 2018-03-31 | $848,034 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $2,159,897 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $1,481,118 |
| Administrative expenses professional fees incurred | 2018-03-31 | $110,185 |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-03-31 | $535,339 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-03-31 | $537,235 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $132,278 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $67,776 |
| Administrative expenses (other) incurred | 2018-03-31 | $96,885 |
| Liabilities. Value of operating payables at end of year | 2018-03-31 | $21,788 |
| Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $19,576 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $5,196,543 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $139,344,844 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $134,148,301 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-03-31 | $16,988,399 |
| Assets. partnership/joint venture interests at beginning of year | 2018-03-31 | $16,407,962 |
| Investment advisory and management fees | 2018-03-31 | $501,879 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $52,098,937 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $48,487,579 |
| Value of interest in common/collective trusts at end of year | 2018-03-31 | $37,231,426 |
| Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $35,666,028 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $2,377,510 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $4,384,593 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $4,384,593 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $848,034 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $2,948,481 |
| Net investment gain or loss from common/collective trusts | 2018-03-31 | $1,425,542 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $4,473,544 |
| Employer contributions (assets) at end of year | 2018-03-31 | $449,079 |
| Employer contributions (assets) at beginning of year | 2018-03-31 | $473,827 |
| Income. Dividends from common stock | 2018-03-31 | $678,779 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $11,121,361 |
| Contract administrator fees | 2018-03-31 | $65,625 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-03-31 | $29,553,664 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-03-31 | $28,142,877 |
| Did the plan have assets held for investment | 2018-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Aggregate proceeds on sale of assets | 2018-03-31 | $18,352,930 |
| Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $15,942,533 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
| Accountancy firm name | 2018-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2018-03-31 | 430352985 |
| 2017 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $7,273,344 |
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $7,273,344 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $19,576 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $7,851 |
| Total income from all sources (including contributions) | 2017-03-31 | $19,854,593 |
| Total loss/gain on sale of assets | 2017-03-31 | $5,183,068 |
| Total of all expenses incurred | 2017-03-31 | $11,434,714 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $10,642,751 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $4,629,296 |
| Value of total assets at end of year | 2017-03-31 | $134,167,877 |
| Value of total assets at beginning of year | 2017-03-31 | $125,736,273 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $791,963 |
| Total interest from all sources | 2017-03-31 | $807,302 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $1,961,583 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $1,311,145 |
| Administrative expenses professional fees incurred | 2017-03-31 | $114,900 |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-03-31 | $537,235 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-03-31 | $573,791 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $67,776 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $74,286 |
| Administrative expenses (other) incurred | 2017-03-31 | $100,500 |
| Liabilities. Value of operating payables at end of year | 2017-03-31 | $19,576 |
| Liabilities. Value of operating payables at beginning of year | 2017-03-31 | $7,851 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $8,419,879 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $134,148,301 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $125,728,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-03-31 | $16,407,962 |
| Assets. partnership/joint venture interests at beginning of year | 2017-03-31 | $26,871,894 |
| Investment advisory and management fees | 2017-03-31 | $510,938 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $48,487,579 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $33,300,093 |
| Value of interest in common/collective trusts at end of year | 2017-03-31 | $35,666,028 |
| Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $36,597,422 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $4,384,593 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $3,018,558 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $3,018,558 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $807,302 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $4,629,296 |
| Employer contributions (assets) at end of year | 2017-03-31 | $473,827 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $653,390 |
| Income. Dividends from common stock | 2017-03-31 | $650,438 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $10,642,751 |
| Contract administrator fees | 2017-03-31 | $65,625 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-03-31 | $28,142,877 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $24,646,839 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Aggregate proceeds on sale of assets | 2017-03-31 | $29,447,297 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $24,264,229 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
| Accountancy firm name | 2017-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2017-03-31 | 430352985 |
| 2016 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $-4,764,138 |
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $-4,764,138 |
| Total transfer of assets to this plan | 2016-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $7,851 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $22,725 |
| Total income from all sources (including contributions) | 2016-03-31 | $3,691,128 |
| Total loss/gain on sale of assets | 2016-03-31 | $1,380,139 |
| Total of all expenses incurred | 2016-03-31 | $10,925,010 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $10,125,182 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $4,851,801 |
| Value of total assets at end of year | 2016-03-31 | $125,736,273 |
| Value of total assets at beginning of year | 2016-03-31 | $132,985,029 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $799,828 |
| Total interest from all sources | 2016-03-31 | $766,236 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $1,457,090 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $849,068 |
| Administrative expenses professional fees incurred | 2016-03-31 | $126,008 |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-03-31 | $573,791 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-03-31 | $818,791 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $74,286 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $227,026 |
| Administrative expenses (other) incurred | 2016-03-31 | $89,653 |
| Liabilities. Value of operating payables at end of year | 2016-03-31 | $7,851 |
| Liabilities. Value of operating payables at beginning of year | 2016-03-31 | $22,725 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $-7,233,882 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $125,728,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $132,962,304 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-03-31 | $26,871,894 |
| Assets. partnership/joint venture interests at beginning of year | 2016-03-31 | $27,719,047 |
| Investment advisory and management fees | 2016-03-31 | $518,542 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $33,300,093 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $36,166,101 |
| Value of interest in common/collective trusts at end of year | 2016-03-31 | $36,597,422 |
| Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $38,481,610 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $3,018,558 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $3,504,555 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $3,504,555 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $766,236 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $4,851,801 |
| Employer contributions (assets) at end of year | 2016-03-31 | $653,390 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $361,993 |
| Income. Dividends from common stock | 2016-03-31 | $608,022 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $10,125,182 |
| Contract administrator fees | 2016-03-31 | $65,625 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $24,646,839 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $25,705,906 |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Aggregate proceeds on sale of assets | 2016-03-31 | $18,773,160 |
| Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $17,393,021 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2016-03-31 | 430352985 |
| 2015 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $-7,564,726 |
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $-7,564,726 |
| Total transfer of assets to this plan | 2015-03-31 | $49,966,267 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $22,725 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $49,772 |
| Total income from all sources (including contributions) | 2015-03-31 | $11,033,391 |
| Total loss/gain on sale of assets | 2015-03-31 | $12,531,653 |
| Total of all expenses incurred | 2015-03-31 | $8,882,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $8,190,914 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $4,191,185 |
| Value of total assets at end of year | 2015-03-31 | $132,985,029 |
| Value of total assets at beginning of year | 2015-03-31 | $80,894,759 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $691,427 |
| Total interest from all sources | 2015-03-31 | $311,780 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $1,563,499 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $1,287,385 |
| Administrative expenses professional fees incurred | 2015-03-31 | $185,714 |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-03-31 | $818,791 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $227,026 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $109,721 |
| Administrative expenses (other) incurred | 2015-03-31 | $94,742 |
| Liabilities. Value of operating payables at end of year | 2015-03-31 | $22,725 |
| Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $49,772 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $2,151,050 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $132,962,304 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $80,844,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-03-31 | $27,719,047 |
| Assets. partnership/joint venture interests at beginning of year | 2015-03-31 | $8,893,938 |
| Investment advisory and management fees | 2015-03-31 | $342,346 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $36,166,101 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $30,903,045 |
| Value of interest in common/collective trusts at end of year | 2015-03-31 | $38,481,610 |
| Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $34,897,148 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $3,504,555 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $1,578,587 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $1,578,587 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $311,780 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $4,191,185 |
| Employer contributions (assets) at end of year | 2015-03-31 | $361,993 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $288,617 |
| Income. Dividends from common stock | 2015-03-31 | $276,114 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $8,190,914 |
| Contract administrator fees | 2015-03-31 | $68,625 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $25,705,906 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $4,223,703 |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Aggregate proceeds on sale of assets | 2015-03-31 | $59,222,115 |
| Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $46,690,462 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2015-03-31 | 430352985 |
| 2014 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $7,296,093 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $7,296,093 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $49,772 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $165,825 |
| Total income from all sources (including contributions) | 2014-03-31 | $13,034,425 |
| Total loss/gain on sale of assets | 2014-03-31 | $1,940,768 |
| Total of all expenses incurred | 2014-03-31 | $6,084,222 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $5,751,160 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $3,165,214 |
| Value of total assets at end of year | 2014-03-31 | $80,894,759 |
| Value of total assets at beginning of year | 2014-03-31 | $74,060,609 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $333,062 |
| Total interest from all sources | 2014-03-31 | $902 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $631,448 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $616,976 |
| Administrative expenses professional fees incurred | 2014-03-31 | $98,131 |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $109,721 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $14,943 |
| Administrative expenses (other) incurred | 2014-03-31 | $61,202 |
| Liabilities. Value of operating payables at end of year | 2014-03-31 | $49,772 |
| Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $165,825 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $6,950,203 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $80,844,987 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $73,894,784 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-03-31 | $8,893,938 |
| Assets. partnership/joint venture interests at beginning of year | 2014-03-31 | $7,972,417 |
| Investment advisory and management fees | 2014-03-31 | $129,979 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $30,903,045 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $30,456,332 |
| Value of interest in common/collective trusts at end of year | 2014-03-31 | $34,897,148 |
| Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $34,593,378 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $1,578,587 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $565,361 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $565,361 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $902 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $3,165,214 |
| Employer contributions (assets) at end of year | 2014-03-31 | $288,617 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $458,178 |
| Income. Dividends from common stock | 2014-03-31 | $14,472 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $5,751,160 |
| Contract administrator fees | 2014-03-31 | $43,750 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $4,223,703 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $0 |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Aggregate proceeds on sale of assets | 2014-03-31 | $14,616,814 |
| Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $12,676,046 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
| Accountancy firm name | 2014-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2014-03-31 | 430352985 |
| 2013 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $4,795,774 |
| Total unrealized appreciation/depreciation of assets | 2013-03-31 | $4,795,774 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $165,825 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $63,865 |
| Total income from all sources (including contributions) | 2013-03-31 | $9,890,410 |
| Total loss/gain on sale of assets | 2013-03-31 | $1,371,235 |
| Total of all expenses incurred | 2013-03-31 | $5,727,284 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $5,426,519 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $2,973,701 |
| Value of total assets at end of year | 2013-03-31 | $74,060,609 |
| Value of total assets at beginning of year | 2013-03-31 | $69,795,523 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $300,765 |
| Total interest from all sources | 2013-03-31 | $1,214 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $748,486 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $710,756 |
| Administrative expenses professional fees incurred | 2013-03-31 | $79,957 |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $14,943 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $69,327 |
| Administrative expenses (other) incurred | 2013-03-31 | $62,342 |
| Liabilities. Value of operating payables at end of year | 2013-03-31 | $165,825 |
| Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $63,865 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $4,163,126 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $73,894,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $69,731,658 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-03-31 | $7,972,417 |
| Assets. partnership/joint venture interests at beginning of year | 2013-03-31 | $7,330,428 |
| Investment advisory and management fees | 2013-03-31 | $114,716 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $30,456,332 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $21,333,627 |
| Value of interest in common/collective trusts at end of year | 2013-03-31 | $34,593,378 |
| Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $33,095,959 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $565,361 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $871,619 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $871,619 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $1,214 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $2,973,701 |
| Employer contributions (assets) at end of year | 2013-03-31 | $458,178 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $307,810 |
| Income. Dividends from common stock | 2013-03-31 | $37,730 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $5,426,519 |
| Contract administrator fees | 2013-03-31 | $43,750 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-03-31 | $6,786,753 |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Aggregate proceeds on sale of assets | 2013-03-31 | $11,107,591 |
| Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $9,736,356 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
| Accountancy firm name | 2013-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2013-03-31 | 430352985 |
| 2012 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $1,012,733 |
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $1,012,733 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $63,865 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $57,776 |
| Total income from all sources (including contributions) | 2012-03-31 | $5,241,779 |
| Total loss/gain on sale of assets | 2012-03-31 | $636,111 |
| Total of all expenses incurred | 2012-03-31 | $5,417,326 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $5,050,038 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $3,091,901 |
| Value of total assets at end of year | 2012-03-31 | $69,795,523 |
| Value of total assets at beginning of year | 2012-03-31 | $69,964,981 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $367,288 |
| Total interest from all sources | 2012-03-31 | $49 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $500,985 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $172,658 |
| Administrative expenses professional fees incurred | 2012-03-31 | $95,847 |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $69,327 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $62,482 |
| Administrative expenses (other) incurred | 2012-03-31 | $46,622 |
| Liabilities. Value of operating payables at end of year | 2012-03-31 | $63,865 |
| Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $57,776 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $-175,547 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $69,731,658 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $69,907,205 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-03-31 | $7,330,428 |
| Assets. partnership/joint venture interests at beginning of year | 2012-03-31 | $7,448,322 |
| Investment advisory and management fees | 2012-03-31 | $163,092 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $21,333,627 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $22,329,885 |
| Value of interest in common/collective trusts at end of year | 2012-03-31 | $33,095,959 |
| Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $30,983,127 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $871,619 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $1,001,976 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $1,001,976 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $49 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $3,091,901 |
| Employer contributions (assets) at end of year | 2012-03-31 | $307,810 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $285,911 |
| Income. Dividends from common stock | 2012-03-31 | $328,327 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $5,050,038 |
| Contract administrator fees | 2012-03-31 | $61,727 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-03-31 | $6,786,753 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-03-31 | $7,853,278 |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Aggregate proceeds on sale of assets | 2012-03-31 | $29,089,185 |
| Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $28,453,074 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
| Accountancy firm name | 2012-03-31 | KERBER, ECK, BRAECKEL LLP |
| Accountancy firm EIN | 2012-03-31 | 430352985 |
| 2011 : PLUMBERS & STEAMFITTERS LOCAL #137 PENSION FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $6,359,082 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $6,359,082 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $57,776 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $48,725 |
| Total income from all sources (including contributions) | 2011-03-31 | $10,393,657 |
| Total loss/gain on sale of assets | 2011-03-31 | $525,083 |
| Total of all expenses incurred | 2011-03-31 | $5,145,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $4,752,456 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $3,034,514 |
| Value of total assets at end of year | 2011-03-31 | $69,964,981 |
| Value of total assets at beginning of year | 2011-03-31 | $64,707,795 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $393,066 |
| Total interest from all sources | 2011-03-31 | $16 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $474,962 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $372,816 |
| Administrative expenses professional fees incurred | 2011-03-31 | $100,597 |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $62,482 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $64,077 |
| Administrative expenses (other) incurred | 2011-03-31 | $52,508 |
| Liabilities. Value of operating payables at end of year | 2011-03-31 | $57,776 |
| Liabilities. Value of operating payables at beginning of year | 2011-03-31 | $48,725 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $5,248,135 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $69,907,205 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $64,659,070 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-03-31 | $7,448,322 |
| Assets. partnership/joint venture interests at beginning of year | 2011-03-31 | $7,041,390 |
| Investment advisory and management fees | 2011-03-31 | $169,904 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $22,329,885 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $20,652,231 |
| Value of interest in common/collective trusts at end of year | 2011-03-31 | $30,983,127 |
| Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $28,600,120 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $1,001,976 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $982,835 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $982,835 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $16 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $3,034,514 |
| Employer contributions (assets) at end of year | 2011-03-31 | $285,911 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $256,917 |
| Income. Dividends from common stock | 2011-03-31 | $102,146 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $4,752,456 |
| Contract administrator fees | 2011-03-31 | $70,057 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-03-31 | $7,853,278 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-03-31 | $7,110,225 |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Aggregate proceeds on sale of assets | 2011-03-31 | $9,000,519 |
| Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $8,475,436 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
| Accountancy firm name | 2011-03-31 | KERBER, ECK & BRAECKEL LLP |
| Accountancy firm EIN | 2011-03-31 | 430352985 |
