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PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 401k Plan overview

Plan NamePLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND
Plan identification number 001

PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND Benefits

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

401k Sponsoring company profile

TRUSTEES OF PLUMBERS LOCAL NO. 93 U.A. PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF PLUMBERS LOCAL NO. 93 U.A. PENSION FUND
Employer identification number (EIN):516053244
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-12-01SCOTT SPANGLE LORI ABBOTT2015-03-16
0012012-12-01SCOTT SPANGLE LORI ABBOTT2014-06-27
0012011-12-01SCOTT SPANGLE DAVID KERRIGAN2013-09-11
0012010-12-01LYNN KARNER DAVID KERRIGAN2012-09-14
0012009-12-01LYNN KARNER DAVID KERRIGAN2011-09-14
0012009-12-01LYNN KARNER DAVID KERRIGAN2011-09-14
0012008-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0012008-12-01
0012007-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0012006-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0012005-12-01LYNN KARNER DAVID KERRIGAN2013-05-22
0012004-12-01LYNN KARNER DAVID KERRIGAN2013-05-22

Plan Statistics for PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND

401k plan membership statisitcs for PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND

Measure Date Value
2014: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2014 401k membership
Current value of assets2014-05-3161,774,339
Acturial value of assets for funding standard account2014-05-3158,412,393
Accrued liability for plan using immediate gains methods2014-05-3153,816,159
Accrued liability under unit credit cost method2014-05-3153,816,159
RPA 94 current liability2014-05-3187,319,081
Expected increase in current liability due to benefits accruing during the plan year2014-05-311,143,172
Expected release from RPA 94 current liability for plan year2014-05-311,996,442
Expected plan disbursements for the plan year2014-05-312,004,652
Current value of assets2014-05-3161,774,339
Number of retired participants and beneficiaries receiving payment2014-05-31311
Current liability for retired participants and beneficiaries receiving payment2014-05-3139,837,963
Number of terminated vested participants2014-05-31289
Current liability for terminated vested participants2014-05-3113,801,957
Current liability for active participants non vested benefits2014-05-317,053,630
Current liability for active participants vested benefits2014-05-3126,625,531
Total number of active articipats2014-05-31396
Current liability for active participants2014-05-3133,679,161
Total participant count with liabilities2014-05-31996
Total current liabilitoes for participants with libailities2014-05-3187,319,081
Total employer contributions in plan year2014-05-311,029,566
Total employee contributions in plan year2014-05-310
Prior year funding deficiency2014-05-310
Employer’s normal cost for plan year as of valuation date2014-05-31648,833
Prior year credit balance2014-05-3113,674,865
Amortization credits as of valuation date2014-05-31919,549
2013: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-12-01960
Total number of active participants reported on line 7a of the Form 55002013-12-010
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-010
Total of all active and inactive participants2013-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-010
Number of employers contributing to the scheme2013-12-0175
2012: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-12-01990
Total number of active participants reported on line 7a of the Form 55002012-12-01361
Number of retired or separated participants receiving benefits2012-12-01227
Number of other retired or separated participants entitled to future benefits2012-12-01299
Total of all active and inactive participants2012-12-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-0173
Total participants2012-12-01960
Number of employers contributing to the scheme2012-12-0191
2011: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-12-011,040
Total number of active participants reported on line 7a of the Form 55002011-12-01411
Number of retired or separated participants receiving benefits2011-12-01205
Number of other retired or separated participants entitled to future benefits2011-12-01316
Total of all active and inactive participants2011-12-01932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-0158
Total participants2011-12-01990
Number of employers contributing to the scheme2011-12-01123
2010: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-12-011,067
Total number of active participants reported on line 7a of the Form 55002010-12-01481
Number of retired or separated participants receiving benefits2010-12-01184
Number of other retired or separated participants entitled to future benefits2010-12-01321
Total of all active and inactive participants2010-12-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-0154
Total participants2010-12-011,040
Number of employers contributing to the scheme2010-12-01130
2009: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-12-011,230
Total number of active participants reported on line 7a of the Form 55002009-12-01527
Number of retired or separated participants receiving benefits2009-12-01182
Number of other retired or separated participants entitled to future benefits2009-12-01310
Total of all active and inactive participants2009-12-011,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-0148
Total participants2009-12-011,067
Number of participants with account balances2009-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010
Number of employers contributing to the scheme2009-12-01161
2008: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2008 401k membership
Total participants, beginning-of-year2008-12-011,189
Total number of active participants reported on line 7a of the Form 55002008-12-01833
Number of retired or separated participants receiving benefits2008-12-01169
Number of other retired or separated participants entitled to future benefits2008-12-01181
Total of all active and inactive participants2008-12-011,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-12-0147
Total participants2008-12-011,230
2007: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2007 401k membership
Total participants, beginning-of-year2007-12-011,143
Total number of active participants reported on line 7a of the Form 55002007-12-01874
Number of retired or separated participants receiving benefits2007-12-01159
Number of other retired or separated participants entitled to future benefits2007-12-01115
Total of all active and inactive participants2007-12-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-12-0141
Total participants2007-12-011,189
2006: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2006 401k membership
Total participants, beginning-of-year2006-12-011,086
Total number of active participants reported on line 7a of the Form 55002006-12-01842
Number of retired or separated participants receiving benefits2006-12-01152
Number of other retired or separated participants entitled to future benefits2006-12-01115
Total of all active and inactive participants2006-12-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-12-0134
Total participants2006-12-011,143
2005: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2005 401k membership
Total participants, beginning-of-year2005-12-011,073
Total number of active participants reported on line 7a of the Form 55002005-12-01791
Number of retired or separated participants receiving benefits2005-12-01148
Number of other retired or separated participants entitled to future benefits2005-12-01114
Total of all active and inactive participants2005-12-011,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-12-0133
Total participants2005-12-011,086
2004: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2004 401k membership
Total participants, beginning-of-year2004-12-01475
Total number of active participants reported on line 7a of the Form 55002004-12-01776
Number of retired or separated participants receiving benefits2004-12-01140
Number of other retired or separated participants entitled to future benefits2004-12-01124
Total of all active and inactive participants2004-12-011,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-12-0133
Total participants2004-12-011,073

Financial Data on PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND

Measure Date Value
2014 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2014 401k financial data
Total transfer of assets from this plan2014-05-31$63,711,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$121,263
Total income from all sources (including contributions)2014-05-31$3,662,957
Total of all expenses incurred2014-05-31$1,726,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$1,525,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$1,029,566
Value of total assets at end of year2014-05-31$0
Value of total assets at beginning of year2014-05-31$61,895,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$200,133
Total interest from all sources2014-05-31$59
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$1,146,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$1,146,521
Administrative expenses professional fees incurred2014-05-31$112,327
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$45,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$67,934
Administrative expenses (other) incurred2014-05-31$72,469
Liabilities. Value of operating payables at end of year2014-05-31$0
Liabilities. Value of operating payables at beginning of year2014-05-31$53,329
Total non interest bearing cash at end of year2014-05-31$0
Total non interest bearing cash at beginning of year2014-05-31$980,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$1,936,920
Value of net assets at end of year (total assets less liabilities)2014-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$61,774,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$15,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$53,045,683
Value of interest in common/collective trusts at end of year2014-05-31$0
Value of interest in common/collective trusts at beginning of year2014-05-31$7,508,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$109,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$109,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$1,156,316
Net investment gain or loss from common/collective trusts2014-05-31$330,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$1,029,566
Employer contributions (assets) at end of year2014-05-31$0
Employer contributions (assets) at beginning of year2014-05-31$202,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,525,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$2,512
Did the plan have assets held for investment2014-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-05-31320043599
2013 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$121,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$37,651
Total income from all sources (including contributions)2013-11-30$8,959,498
Total loss/gain on sale of assets2013-11-30$498,236
Total of all expenses incurred2013-11-30$3,253,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$2,933,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$2,101,437
Value of total assets at end of year2013-11-30$61,895,602
Value of total assets at beginning of year2013-11-30$56,106,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$320,433
Total interest from all sources2013-11-30$24
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$2,026,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$2,026,354
Administrative expenses professional fees incurred2013-11-30$171,521
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$500,000
If this is an individual account plan, was there a blackout period2013-11-30No
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-11-30$45,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-11-30$76,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-11-30$67,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-11-30$855
Other income not declared elsewhere2013-11-30$77
Administrative expenses (other) incurred2013-11-30$112,746
Liabilities. Value of operating payables at end of year2013-11-30$53,329
Liabilities. Value of operating payables at beginning of year2013-11-30$36,796
Total non interest bearing cash at end of year2013-11-30$980,789
Total non interest bearing cash at beginning of year2013-11-30$462,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$5,705,519
Value of net assets at end of year (total assets less liabilities)2013-11-30$61,774,339
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$56,068,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$36,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$53,045,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$47,633,460
Value of interest in common/collective trusts at end of year2013-11-30$7,508,851
Value of interest in common/collective trusts at beginning of year2013-11-30$6,842,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$109,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$709,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$709,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-11-30$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$3,666,614
Net investment gain or loss from common/collective trusts2013-11-30$666,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30Yes
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$2,101,437
Employer contributions (assets) at end of year2013-11-30$202,230
Employer contributions (assets) at beginning of year2013-11-30$376,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$2,933,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-11-30No
Assets. Value of buildings and other operty used in plan operation at end of year2013-11-30$2,512
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-11-30$5,510
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Aggregate proceeds on sale of assets2013-11-30$4,800,000
Aggregate carrying amount (costs) on sale of assets2013-11-30$4,301,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30No
Opinion of an independent qualified public accountant for this plan2013-11-30Unqualified
Accountancy firm name2013-11-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-11-30320043599
2012 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$37,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$45,970
Total income from all sources (including contributions)2012-11-30$9,095,253
Total loss/gain on sale of assets2012-11-30$103,252
Total of all expenses incurred2012-11-30$3,097,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$2,784,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$3,300,233
Value of total assets at end of year2012-11-30$56,106,471
Value of total assets at beginning of year2012-11-30$50,117,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$313,190
Total interest from all sources2012-11-30$683
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$1,310,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$1,310,716
Administrative expenses professional fees incurred2012-11-30$162,229
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$500,000
If this is an individual account plan, was there a blackout period2012-11-30No
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-11-30$76,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-11-30$91,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-11-30$855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-11-30$7,792
Other income not declared elsewhere2012-11-30$1,572
Administrative expenses (other) incurred2012-11-30$118,116
Liabilities. Value of operating payables at end of year2012-11-30$36,796
Liabilities. Value of operating payables at beginning of year2012-11-30$38,178
Total non interest bearing cash at end of year2012-11-30$462,509
Total non interest bearing cash at beginning of year2012-11-30$27,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$5,997,266
Value of net assets at end of year (total assets less liabilities)2012-11-30$56,068,820
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$50,071,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Assets. partnership/joint venture interests at end of year2012-11-30$0
Assets. partnership/joint venture interests at beginning of year2012-11-30$4,342,622
Investment advisory and management fees2012-11-30$32,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$47,633,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$40,073,700
Value of interest in common/collective trusts at end of year2012-11-30$6,842,095
Value of interest in common/collective trusts at beginning of year2012-11-30$4,894,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$709,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$319,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$319,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-11-30$683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$3,931,239
Net investment gain or loss from common/collective trusts2012-11-30$447,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$3,300,233
Employer contributions (assets) at end of year2012-11-30$376,598
Employer contributions (assets) at beginning of year2012-11-30$358,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$2,784,797
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-11-30No
Assets. Value of buildings and other operty used in plan operation at end of year2012-11-30$5,510
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-11-30$8,708
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Aggregate proceeds on sale of assets2012-11-30$4,445,874
Aggregate carrying amount (costs) on sale of assets2012-11-30$4,342,622
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30No
Opinion of an independent qualified public accountant for this plan2012-11-30Unqualified
Accountancy firm name2012-11-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-11-30320043599
2011 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-11-30$-157,378
Total unrealized appreciation/depreciation of assets2011-11-30$-157,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$45,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$69,983
Total income from all sources (including contributions)2011-11-30$5,572,788
Total of all expenses incurred2011-11-30$2,972,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$2,605,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$3,655,980
Value of total assets at end of year2011-11-30$50,117,524
Value of total assets at beginning of year2011-11-30$47,540,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$366,520
Total interest from all sources2011-11-30$387
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$2,020,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$2,020,083
Administrative expenses professional fees incurred2011-11-30$219,360
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$500,000
If this is an individual account plan, was there a blackout period2011-11-30No
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-11-30$91,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-11-30$1,678,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-11-30$7,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-11-30$40,712
Other income not declared elsewhere2011-11-30$3,938
Administrative expenses (other) incurred2011-11-30$112,160
Liabilities. Value of operating payables at end of year2011-11-30$38,178
Liabilities. Value of operating payables at beginning of year2011-11-30$29,271
Total non interest bearing cash at end of year2011-11-30$27,849
Total non interest bearing cash at beginning of year2011-11-30$22,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$2,600,739
Value of net assets at end of year (total assets less liabilities)2011-11-30$50,071,554
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$47,470,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Assets. partnership/joint venture interests at end of year2011-11-30$4,342,622
Investment advisory and management fees2011-11-30$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$40,073,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$44,412,210
Value of interest in common/collective trusts at end of year2011-11-30$4,894,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$319,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$1,228,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$1,228,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-11-30$387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$-344,759
Net investment gain or loss from common/collective trusts2011-11-30$394,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30Yes
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$3,655,980
Employer contributions (assets) at end of year2011-11-30$358,595
Employer contributions (assets) at beginning of year2011-11-30$187,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$2,605,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-11-30No
Assets. Value of buildings and other operty used in plan operation at end of year2011-11-30$8,708
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-11-30$11,914
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30No
Opinion of an independent qualified public accountant for this plan2011-11-30Unqualified
Accountancy firm name2011-11-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-11-30320043599
2010 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-11-30$0
Minimum employer required contribution for this plan year2010-11-30$0
Amount contributed by the employer to the plan for this plan year2010-11-30$0
2009 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2009 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-11-30$33,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-11-30$67,462
Total income from all sources (including contributions)2009-11-30$13,323,816
Total of all expenses incurred2009-11-30$2,579,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-11-30$2,167,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-11-30$3,805,811
Value of total assets at end of year2009-11-30$43,317,075
Value of total assets at beginning of year2009-11-30$32,606,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-11-30$412,230
Total interest from all sources2009-11-30$2,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-11-30No
Administrative expenses professional fees incurred2009-11-30$238,085
Was this plan covered by a fidelity bond2009-11-30Yes
Value of fidelity bond cover2009-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2009-11-30Yes
Amount of non-exempt transactions with any party-in-interest2009-11-30$4,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-11-30$1,460,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-11-30$345,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-11-30$4,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-11-30$25,611
Other income not declared elsewhere2009-11-30$1,374,990
Administrative expenses (other) incurred2009-11-30$149,145
Liabilities. Value of operating payables at end of year2009-11-30$29,678
Liabilities. Value of operating payables at beginning of year2009-11-30$41,851
Total non interest bearing cash at end of year2009-11-30$33,416
Total non interest bearing cash at beginning of year2009-11-30$48,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-11-30No
Value of net income/loss2009-11-30$10,744,131
Value of net assets at end of year (total assets less liabilities)2009-11-30$43,283,248
Value of net assets at beginning of year (total assets less liabilities)2009-11-30$32,539,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2009-11-30No
Were any leases to which the plan was party in default or uncollectible2009-11-30No
Investment advisory and management fees2009-11-30$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-11-30$40,306,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-11-30$30,681,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-11-30$1,167,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-11-30$1,167,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-11-30$1,167,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-11-30$2,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-11-30$8,140,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-11-30No
Was there a failure to transmit to the plan any participant contributions2009-11-30No
Has the plan failed to provide any benefit when due under the plan2009-11-30No
Contributions received in cash from employer2009-11-30$3,805,811
Employer contributions (assets) at end of year2009-11-30$342,798
Employer contributions (assets) at beginning of year2009-11-30$359,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-11-30$2,167,455
Assets. Value of buildings and other operty used in plan operation at end of year2009-11-30$7,341
Assets. Value of buildings and other operty used in plan operation at beginning of year2009-11-30$4,891
Did the plan have assets held for investment2009-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-11-30No
Opinion of an independent qualified public accountant for this plan2009-11-30Unqualified
Accountancy firm name2009-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2009-11-30362769783
2008 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2008 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-11-30$67,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-11-30$51,353
Total income from all sources (including contributions)2008-11-30$-4,060,953
Total of all expenses incurred2008-11-30$2,338,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-11-30$2,013,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-11-30$4,445,914
Value of total assets at end of year2008-11-30$32,606,579
Value of total assets at beginning of year2008-11-30$38,989,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-11-30$325,035
Total interest from all sources2008-11-30$18,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-11-30No
Administrative expenses professional fees incurred2008-11-30$161,521
Was this plan covered by a fidelity bond2008-11-30Yes
Value of fidelity bond cover2008-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2008-11-30Yes
Amount of non-exempt transactions with any party-in-interest2008-11-30$4,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-11-30$345,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-11-30$198,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-11-30$25,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-11-30$21,407
Administrative expenses (other) incurred2008-11-30$138,514
Liabilities. Value of operating payables at end of year2008-11-30$41,851
Liabilities. Value of operating payables at beginning of year2008-11-30$29,946
Total non interest bearing cash at end of year2008-11-30$48,313
Total non interest bearing cash at beginning of year2008-11-30$6,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-11-30No
Value of net income/loss2008-11-30$-6,399,405
Value of net assets at end of year (total assets less liabilities)2008-11-30$32,539,117
Value of net assets at beginning of year (total assets less liabilities)2008-11-30$38,938,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2008-11-30No
Were any leases to which the plan was party in default or uncollectible2008-11-30No
Investment advisory and management fees2008-11-30$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-11-30$30,681,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-11-30$37,238,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-11-30$1,167,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-11-30$1,105,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-11-30$1,105,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-11-30$18,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-11-30$-8,525,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-11-30No
Was there a failure to transmit to the plan any participant contributions2008-11-30No
Has the plan failed to provide any benefit when due under the plan2008-11-30No
Contributions received in cash from employer2008-11-30$4,445,914
Employer contributions (assets) at end of year2008-11-30$359,330
Employer contributions (assets) at beginning of year2008-11-30$435,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-11-30$2,013,417
Assets. Value of buildings and other operty used in plan operation at end of year2008-11-30$4,891
Assets. Value of buildings and other operty used in plan operation at beginning of year2008-11-30$5,913
Did the plan have assets held for investment2008-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-11-30No
Opinion of an independent qualified public accountant for this plan2008-11-30Unqualified
Accountancy firm name2008-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2008-11-30362769783
2007 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2007 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-11-30$51,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-11-30$48,518
Total income from all sources (including contributions)2007-11-30$7,813,940
Total of all expenses incurred2007-11-30$2,920,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-11-30$2,468,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-11-30$4,781,031
Value of total assets at end of year2007-11-30$38,989,876
Value of total assets at beginning of year2007-11-30$34,093,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-11-30$452,517
Total interest from all sources2007-11-30$42,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-11-30No
Administrative expenses professional fees incurred2007-11-30$192,471
Was this plan covered by a fidelity bond2007-11-30Yes
Value of fidelity bond cover2007-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2007-11-30Yes
Amount of non-exempt transactions with any party-in-interest2007-11-30$554,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2007-11-30$198,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2007-11-30$306,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-11-30$21,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-11-30$17,446
Other income not declared elsewhere2007-11-30$684
Administrative expenses (other) incurred2007-11-30$235,046
Liabilities. Value of operating payables at end of year2007-11-30$29,946
Liabilities. Value of operating payables at beginning of year2007-11-30$31,072
Total non interest bearing cash at end of year2007-11-30$6,160
Total non interest bearing cash at beginning of year2007-11-30$18,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-11-30No
Value of net income/loss2007-11-30$4,893,111
Value of net assets at end of year (total assets less liabilities)2007-11-30$38,938,523
Value of net assets at beginning of year (total assets less liabilities)2007-11-30$34,045,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2007-11-30No
Were any leases to which the plan was party in default or uncollectible2007-11-30No
Investment advisory and management fees2007-11-30$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-11-30$37,238,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-11-30$32,333,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-11-30$1,105,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-11-30$923,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-11-30$923,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-11-30$42,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-11-30$2,989,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-11-30No
Was there a failure to transmit to the plan any participant contributions2007-11-30No
Has the plan failed to provide any benefit when due under the plan2007-11-30No
Contributions received in cash from employer2007-11-30$4,781,031
Employer contributions (assets) at end of year2007-11-30$435,081
Employer contributions (assets) at beginning of year2007-11-30$505,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-11-30$2,468,312
Assets. Value of buildings and other operty used in plan operation at end of year2007-11-30$5,913
Assets. Value of buildings and other operty used in plan operation at beginning of year2007-11-30$5,690
Did the plan have assets held for investment2007-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-11-30No
Opinion of an independent qualified public accountant for this plan2007-11-30Unqualified
Accountancy firm name2007-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2007-11-30362769783
2006 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2006 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-11-30$48,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-11-30$41,974
Total income from all sources (including contributions)2006-11-30$7,339,820
Total of all expenses incurred2006-11-30$2,804,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-11-30$2,398,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-11-30$4,309,415
Value of total assets at end of year2006-11-30$34,093,929
Value of total assets at beginning of year2006-11-30$29,552,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-11-30$406,800
Total interest from all sources2006-11-30$32,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-11-30No
Administrative expenses professional fees incurred2006-11-30$156,579
Was this plan covered by a fidelity bond2006-11-30Yes
Value of fidelity bond cover2006-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2006-11-30Yes
Amount of non-exempt transactions with any party-in-interest2006-11-30$554,282
Assets. Other investments not covered elsewhere at beginning of year2006-11-30$1,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2006-11-30$306,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2006-11-30$187,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2006-11-30$17,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2006-11-30$10,513
Other income not declared elsewhere2006-11-30$952
Administrative expenses (other) incurred2006-11-30$219,287
Liabilities. Value of operating payables at end of year2006-11-30$31,072
Liabilities. Value of operating payables at beginning of year2006-11-30$31,461
Total non interest bearing cash at end of year2006-11-30$18,724
Total non interest bearing cash at beginning of year2006-11-30$4,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-11-30No
Value of net income/loss2006-11-30$4,534,863
Value of net assets at end of year (total assets less liabilities)2006-11-30$34,045,411
Value of net assets at beginning of year (total assets less liabilities)2006-11-30$29,510,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2006-11-30No
Were any leases to which the plan was party in default or uncollectible2006-11-30No
Investment advisory and management fees2006-11-30$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2006-11-30$32,333,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-11-30$27,991,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-11-30$923,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-11-30$924,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-11-30$924,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-11-30$32,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-11-30$2,996,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-11-30No
Was there a failure to transmit to the plan any participant contributions2006-11-30No
Has the plan failed to provide any benefit when due under the plan2006-11-30No
Contributions received in cash from employer2006-11-30$4,309,415
Employer contributions (assets) at end of year2006-11-30$505,727
Employer contributions (assets) at beginning of year2006-11-30$435,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-11-30$2,398,157
Contract administrator fees2006-11-30$5,934
Assets. Value of buildings and other operty used in plan operation at end of year2006-11-30$5,690
Assets. Value of buildings and other operty used in plan operation at beginning of year2006-11-30$6,820
Did the plan have assets held for investment2006-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-11-30No
Opinion of an independent qualified public accountant for this plan2006-11-30Unqualified
Accountancy firm name2006-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2006-11-30362769783
2005 : PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2005 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-11-30$41,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-11-30$630,832
Total income from all sources (including contributions)2005-11-30$4,916,886
Total loss/gain on sale of assets2005-11-30$20,634
Total of all expenses incurred2005-11-30$2,779,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-11-30$2,405,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-11-30$2,998,764
Value of total assets at end of year2005-11-30$29,552,522
Value of total assets at beginning of year2005-11-30$28,003,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-11-30$373,700
Total interest from all sources2005-11-30$21,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-11-30No
Administrative expenses professional fees incurred2005-11-30$148,343
Was this plan covered by a fidelity bond2005-11-30Yes
Value of fidelity bond cover2005-11-30$500,000
Were there any nonexempt tranactions with any party-in-interest2005-11-30Yes
Amount of non-exempt transactions with any party-in-interest2005-11-30$279,284
Assets. Other investments not covered elsewhere at end of year2005-11-30$1,345
Assets. Other investments not covered elsewhere at beginning of year2005-11-30$2,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2005-11-30$187,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2005-11-30$124,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2005-11-30$10,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2005-11-30$553,801
Other income not declared elsewhere2005-11-30$9,177
Administrative expenses (other) incurred2005-11-30$194,684
Liabilities. Value of operating payables at end of year2005-11-30$31,461
Liabilities. Value of operating payables at beginning of year2005-11-30$77,031
Total non interest bearing cash at end of year2005-11-30$4,721
Total non interest bearing cash at beginning of year2005-11-30$4,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-11-30No
Value of net income/loss2005-11-30$2,137,441
Value of net assets at end of year (total assets less liabilities)2005-11-30$29,510,548
Value of net assets at beginning of year (total assets less liabilities)2005-11-30$27,373,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2005-11-30No
Were any leases to which the plan was party in default or uncollectible2005-11-30No
Investment advisory and management fees2005-11-30$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2005-11-30$27,991,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2005-11-30$26,143,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-11-30$924,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-11-30$1,307,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-11-30$1,307,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-11-30$21,285
Asset value of US Government securities at beginning of year2005-11-30$247,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2005-11-30$1,867,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-11-30No
Was there a failure to transmit to the plan any participant contributions2005-11-30No
Has the plan failed to provide any benefit when due under the plan2005-11-30No
Contributions received in cash from employer2005-11-30$2,998,764
Employer contributions (assets) at end of year2005-11-30$435,989
Employer contributions (assets) at beginning of year2005-11-30$165,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-11-30$2,405,745
Contract administrator fees2005-11-30$5,673
Assets. Value of buildings and other operty used in plan operation at end of year2005-11-30$6,820
Assets. Value of buildings and other operty used in plan operation at beginning of year2005-11-30$8,032
Did the plan have assets held for investment2005-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-11-30No
Aggregate proceeds on sale of assets2005-11-30$1,068,911
Aggregate carrying amount (costs) on sale of assets2005-11-30$1,048,277
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-11-30No
Opinion of an independent qualified public accountant for this plan2005-11-30Unqualified
Accountancy firm name2005-11-30EVOY, KAMSCHULTE, JACOBS & CO LLP
Accountancy firm EIN2005-11-30362769783

Form 5500 Responses for PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND

2013: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2013 form 5500 responses
2013-12-01Type of plan entityMulti-employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingYes
2013-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-12-01Plan is a collectively bargained planYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2012 form 5500 responses
2012-12-01Type of plan entityMulti-employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2011 form 5500 responses
2011-12-01Type of plan entityMulti-employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2010 form 5500 responses
2010-12-01Type of plan entityMulti-employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2009 form 5500 responses
2009-12-01Type of plan entityMulti-employer plan
2009-12-01Submission has been amendedYes
2009-12-01Plan is a collectively bargained planYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2008 form 5500 responses
2008-12-01Type of plan entityMulti-employer plan
2008-12-01Submission has been amendedYes
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planYes
2008-12-01Plan funding arrangement – TrustYes
2008-12-01Plan benefit arrangement - TrustYes
2007: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2007 form 5500 responses
2007-12-01Type of plan entityMulti-employer plan
2007-12-01Submission has been amendedYes
2007-12-01This submission is the final filingNo
2007-12-01This return/report is a short plan year return/report (less than 12 months)No
2007-12-01Plan is a collectively bargained planYes
2007-12-01Plan funding arrangement – TrustYes
2007-12-01Plan benefit arrangement - TrustYes
2006: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2006 form 5500 responses
2006-12-01Type of plan entityMulti-employer plan
2006-12-01Submission has been amendedYes
2006-12-01This submission is the final filingNo
2006-12-01This return/report is a short plan year return/report (less than 12 months)No
2006-12-01Plan is a collectively bargained planYes
2006-12-01Plan funding arrangement – TrustYes
2006-12-01Plan benefit arrangement - TrustYes
2005: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2005 form 5500 responses
2005-12-01Type of plan entityMulti-employer plan
2005-12-01Submission has been amendedYes
2005-12-01This submission is the final filingNo
2005-12-01This return/report is a short plan year return/report (less than 12 months)No
2005-12-01Plan is a collectively bargained planYes
2005-12-01Plan funding arrangement – TrustYes
2005-12-01Plan benefit arrangement - TrustYes
2004: PLUMBERS LOCAL UNION NO. 93 U.A. PENSION FUND 2004 form 5500 responses
2004-12-01Type of plan entityMulti-employer plan
2004-12-01Submission has been amendedYes
2004-12-01This submission is the final filingNo
2004-12-01This return/report is a short plan year return/report (less than 12 months)No
2004-12-01Plan is a collectively bargained planNo
2004-12-01Plan funding arrangement – TrustYes
2004-12-01Plan benefit arrangement - TrustYes

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