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PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 401k Plan overview

Plan NamePLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN
Plan identification number 001

PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN
Employer identification number (EIN):521190205
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PASQUALE PETROVIA2023-10-09 CHARLES DANIEL2023-10-09
0012021-01-01PASQUALE PETROVIA2022-10-05 CHARLES DANIEL2022-10-13
0012020-01-01WILLIAM WELSH2021-09-16 CHARLES DANIEL2021-09-17
0012019-01-01WILLIAM WELSH2020-10-07 CHARLES DANIEL2020-10-07
0012018-01-01WILLIAM WELSH2019-10-01 JOHN WONTROP2019-09-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01THOMAS HAYES
0012011-01-01THOMAS HAYES STEPHEN WEISSENBERGER2012-10-10
0012010-01-01THOMAS HAYES RONALD WONTROP2011-09-30
0012009-01-01THOMAS HAYES STEVEN LAKIN2010-10-13
0012009-01-01THOMAS HAYES STEVEN LAKIN2010-10-12

Plan Statistics for PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN

401k plan membership statisitcs for PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN

Measure Date Value
2022: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,002
Total number of active participants reported on line 7a of the Form 55002022-01-014,161
Number of other retired or separated participants entitled to future benefits2022-01-01217
Total of all active and inactive participants2022-01-014,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0144
Total participants2022-01-014,422
Number of participants with account balances2022-01-012,923
Number of employers contributing to the scheme2022-01-01116
2021: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,977
Total number of active participants reported on line 7a of the Form 55002021-01-012,962
Number of retired or separated participants receiving benefits2021-01-0131
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-012,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,999
Number of participants with account balances2021-01-012,755
Number of employers contributing to the scheme2021-01-01120
2020: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,941
Total number of active participants reported on line 7a of the Form 55002020-01-012,944
Number of retired or separated participants receiving benefits2020-01-0130
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-012,977
Total participants2020-01-012,977
Number of participants with account balances2020-01-012,733
Number of employers contributing to the scheme2020-01-01108
2019: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,858
Total number of active participants reported on line 7a of the Form 55002019-01-012,909
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-012,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,941
Number of participants with account balances2019-01-012,703
Number of employers contributing to the scheme2019-01-01107
2018: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,694
Total number of active participants reported on line 7a of the Form 55002018-01-012,856
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-012,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,887
Number of participants with account balances2018-01-012,657
Number of employers contributing to the scheme2018-01-01118
2017: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,536
Total number of active participants reported on line 7a of the Form 55002017-01-012,692
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-012,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,723
Number of participants with account balances2017-01-012,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01114
2016: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,471
Total number of active participants reported on line 7a of the Form 55002016-01-012,498
Number of retired or separated participants receiving benefits2016-01-0131
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-012,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,532
Number of participants with account balances2016-01-012,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01107
2015: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,457
Total number of active participants reported on line 7a of the Form 55002015-01-012,433
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-012,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,467
Number of participants with account balances2015-01-012,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01122
2014: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,255
Total number of active participants reported on line 7a of the Form 55002014-01-012,420
Number of retired or separated participants receiving benefits2014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-012,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,455
Number of participants with account balances2014-01-012,215
Number of employers contributing to the scheme2014-01-01129
2013: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,575
Total number of active participants reported on line 7a of the Form 55002013-01-012,461
Number of retired or separated participants receiving benefits2013-01-0127
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-012,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,495
Number of participants with account balances2013-01-012,255
Number of employers contributing to the scheme2013-01-0199
2012: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,637
Total number of active participants reported on line 7a of the Form 55002012-01-012,538
Number of retired or separated participants receiving benefits2012-01-0132
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-012,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,575
Number of participants with account balances2012-01-012,336
Number of employers contributing to the scheme2012-01-0199
2011: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,684
Total number of active participants reported on line 7a of the Form 55002011-01-012,601
Number of retired or separated participants receiving benefits2011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-012,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,637
Number of participants with account balances2011-01-012,391
Number of employers contributing to the scheme2011-01-01114
2010: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,744
Total number of active participants reported on line 7a of the Form 55002010-01-012,642
Number of retired or separated participants receiving benefits2010-01-0131
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-012,684
Total participants2010-01-012,684
Number of participants with account balances2010-01-012,433
Number of employers contributing to the scheme2010-01-01113
2009: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,693
Total number of active participants reported on line 7a of the Form 55002009-01-012,701
Number of retired or separated participants receiving benefits2009-01-0133
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-012,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,744
Number of participants with account balances2009-01-012,500
Number of employers contributing to the scheme2009-01-01113

Financial Data on PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN

Measure Date Value
2022 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$134,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,143
Total income from all sources (including contributions)2022-12-31$-54,666,467
Total of all expenses incurred2022-12-31$18,193,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,177,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,757,301
Value of total assets at end of year2022-12-31$299,635,967
Value of total assets at beginning of year2022-12-31$372,384,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,016,663
Total interest from all sources2022-12-31$3,478
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,825,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,825,485
Administrative expenses professional fees incurred2022-12-31$102,133
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,548,371
Participant contributions at end of year2022-12-31$15,149
Participant contributions at beginning of year2022-12-31$79,831
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$135,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$477,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$336,534
Administrative expenses (other) incurred2022-12-31$108,123
Liabilities. Value of operating payables at end of year2022-12-31$134,369
Liabilities. Value of operating payables at beginning of year2022-12-31$23,143
Total non interest bearing cash at end of year2022-12-31$227,581
Total non interest bearing cash at beginning of year2022-12-31$185,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-72,860,200
Value of net assets at end of year (total assets less liabilities)2022-12-31$299,501,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$372,361,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$717,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$208,506,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$270,891,554
Value of interest in pooled separate accounts at end of year2022-12-31$58,392,990
Value of interest in pooled separate accounts at beginning of year2022-12-31$76,464,747
Interest on participant loans2022-12-31$3,478
Value of interest in common/collective trusts at end of year2022-12-31$30,511,120
Value of interest in common/collective trusts at beginning of year2022-12-31$23,060,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-59,481,548
Net investment gain/loss from pooled separate accounts2022-12-31$-6,575,777
Net investment gain or loss from common/collective trusts2022-12-31$-12,195,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,073,764
Employer contributions (assets) at end of year2022-12-31$1,505,298
Employer contributions (assets) at beginning of year2022-12-31$1,366,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,177,070
Contract administrator fees2022-12-31$89,095
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$46,243
Total income from all sources (including contributions)2021-12-31$63,630,114
Total of all expenses incurred2021-12-31$18,206,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,228,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,929,344
Value of total assets at end of year2021-12-31$372,384,941
Value of total assets at beginning of year2021-12-31$326,984,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$977,319
Total interest from all sources2021-12-31$5,602
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,525,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,525,744
Administrative expenses professional fees incurred2021-12-31$68,007
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,124,438
Participant contributions at end of year2021-12-31$79,831
Participant contributions at beginning of year2021-12-31$98,309
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$266,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$336,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$596,909
Other income not declared elsewhere2021-12-31$546
Administrative expenses (other) incurred2021-12-31$65,637
Liabilities. Value of operating payables at end of year2021-12-31$23,143
Liabilities. Value of operating payables at beginning of year2021-12-31$46,243
Total non interest bearing cash at end of year2021-12-31$185,781
Total non interest bearing cash at beginning of year2021-12-31$6,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$45,423,931
Value of net assets at end of year (total assets less liabilities)2021-12-31$372,361,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$326,937,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$756,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$270,891,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$236,667,321
Value of interest in pooled separate accounts at end of year2021-12-31$76,464,747
Value of interest in pooled separate accounts at beginning of year2021-12-31$88,293,358
Interest on participant loans2021-12-31$5,602
Value of interest in common/collective trusts at end of year2021-12-31$23,060,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,561,193
Net investment gain/loss from pooled separate accounts2021-12-31$12,302,168
Net investment gain or loss from common/collective trusts2021-12-31$305,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,538,511
Employer contributions (assets) at end of year2021-12-31$1,366,126
Employer contributions (assets) at beginning of year2021-12-31$1,321,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,228,864
Contract administrator fees2021-12-31$86,716
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$46,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$55,832
Total income from all sources (including contributions)2020-12-31$66,557,151
Total of all expenses incurred2020-12-31$15,964,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,608,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,653,390
Value of total assets at end of year2020-12-31$326,984,110
Value of total assets at beginning of year2020-12-31$276,400,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$355,937
Total interest from all sources2020-12-31$8,302
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,483,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$13,483,071
Administrative expenses professional fees incurred2020-12-31$201,549
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,988,864
Participant contributions at end of year2020-12-31$98,309
Participant contributions at beginning of year2020-12-31$105,451
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$36,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$596,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$510,940
Other income not declared elsewhere2020-12-31$377,185
Administrative expenses (other) incurred2020-12-31$67,888
Liabilities. Value of operating payables at end of year2020-12-31$46,243
Liabilities. Value of operating payables at beginning of year2020-12-31$55,832
Total non interest bearing cash at end of year2020-12-31$6,593
Total non interest bearing cash at beginning of year2020-12-31$15,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$50,593,064
Value of net assets at end of year (total assets less liabilities)2020-12-31$326,937,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$276,344,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$236,667,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$179,347,442
Value of interest in pooled separate accounts at end of year2020-12-31$88,293,358
Value of interest in pooled separate accounts at beginning of year2020-12-31$95,361,492
Interest on participant loans2020-12-31$8,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$30,341,586
Net investment gain/loss from pooled separate accounts2020-12-31$9,693,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,628,460
Employer contributions (assets) at end of year2020-12-31$1,321,620
Employer contributions (assets) at beginning of year2020-12-31$1,059,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,608,150
Contract administrator fees2020-12-31$86,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2020-12-31814643077
2019 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$39,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$39,558
Total income from all sources (including contributions)2019-12-31$62,020,561
Total income from all sources (including contributions)2019-12-31$62,020,561
Total of all expenses incurred2019-12-31$11,239,300
Total of all expenses incurred2019-12-31$11,239,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,942,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,942,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,468,842
Value of total assets at end of year2019-12-31$276,400,635
Value of total assets at beginning of year2019-12-31$225,603,100
Value of total assets at beginning of year2019-12-31$225,603,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$297,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$297,194
Total interest from all sources2019-12-31$11,099
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,729,376
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,729,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,729,376
Administrative expenses professional fees incurred2019-12-31$120,252
Administrative expenses professional fees incurred2019-12-31$120,252
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,774,271
Contributions received from participants2019-12-31$3,774,271
Participant contributions at end of year2019-12-31$105,451
Participant contributions at beginning of year2019-12-31$155,705
Participant contributions at beginning of year2019-12-31$155,705
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$130,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$510,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$906,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$906,059
Other income not declared elsewhere2019-12-31$225,000
Other income not declared elsewhere2019-12-31$225,000
Administrative expenses (other) incurred2019-12-31$67,964
Administrative expenses (other) incurred2019-12-31$67,964
Liabilities. Value of operating payables at end of year2019-12-31$55,832
Liabilities. Value of operating payables at end of year2019-12-31$55,832
Liabilities. Value of operating payables at beginning of year2019-12-31$39,558
Liabilities. Value of operating payables at beginning of year2019-12-31$39,558
Total non interest bearing cash at end of year2019-12-31$15,621
Total non interest bearing cash at end of year2019-12-31$15,621
Total non interest bearing cash at beginning of year2019-12-31$17,013
Total non interest bearing cash at beginning of year2019-12-31$17,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$50,781,261
Value of net income/loss2019-12-31$50,781,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$276,344,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$276,344,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$225,563,542
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$225,563,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$179,347,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$179,347,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$140,337,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$140,337,081
Value of interest in pooled separate accounts at end of year2019-12-31$95,361,492
Value of interest in pooled separate accounts at end of year2019-12-31$95,361,492
Value of interest in pooled separate accounts at beginning of year2019-12-31$82,946,861
Value of interest in pooled separate accounts at beginning of year2019-12-31$82,946,861
Interest on participant loans2019-12-31$11,099
Interest on participant loans2019-12-31$11,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,690,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,690,563
Net investment gain/loss from pooled separate accounts2019-12-31$16,895,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,563,632
Contributions received in cash from employer2019-12-31$8,563,632
Employer contributions (assets) at end of year2019-12-31$1,059,689
Employer contributions (assets) at beginning of year2019-12-31$1,240,381
Employer contributions (assets) at beginning of year2019-12-31$1,240,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,942,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,942,106
Contract administrator fees2019-12-31$108,978
Contract administrator fees2019-12-31$108,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm name2019-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2019-12-31814643077
Accountancy firm EIN2019-12-31814643077
2018 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$39,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,218
Total income from all sources (including contributions)2018-12-31$-3,679,534
Total of all expenses incurred2018-12-31$14,692,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,386,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,773,225
Value of total assets at end of year2018-12-31$225,603,100
Value of total assets at beginning of year2018-12-31$243,964,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$305,766
Total interest from all sources2018-12-31$9,998
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,137,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,137,367
Administrative expenses professional fees incurred2018-12-31$101,938
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,648,806
Participant contributions at end of year2018-12-31$155,705
Participant contributions at beginning of year2018-12-31$131,004
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$906,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$998,205
Other income not declared elsewhere2018-12-31$166,000
Administrative expenses (other) incurred2018-12-31$78,847
Liabilities. Value of operating payables at end of year2018-12-31$39,558
Liabilities. Value of operating payables at beginning of year2018-12-31$29,218
Total non interest bearing cash at end of year2018-12-31$17,013
Total non interest bearing cash at beginning of year2018-12-31$150,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,372,163
Value of net assets at end of year (total assets less liabilities)2018-12-31$225,563,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$243,935,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$140,337,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,618,859
Value of interest in pooled separate accounts at end of year2018-12-31$82,946,861
Value of interest in pooled separate accounts at beginning of year2018-12-31$201,899,990
Interest on participant loans2018-12-31$9,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,729,900
Net investment gain/loss from pooled separate accounts2018-12-31$-5,036,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,023,432
Employer contributions (assets) at end of year2018-12-31$1,240,381
Employer contributions (assets) at beginning of year2018-12-31$1,166,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,386,863
Contract administrator fees2018-12-31$124,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2018-12-31814643077
2017 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,576
Total income from all sources (including contributions)2017-12-31$45,367,781
Total loss/gain on sale of assets2017-12-31$7,214,647
Total of all expenses incurred2017-12-31$11,454,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,205,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,562,449
Value of total assets at end of year2017-12-31$243,964,923
Value of total assets at beginning of year2017-12-31$210,045,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$248,192
Total interest from all sources2017-12-31$7,566
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,797,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,797,160
Administrative expenses professional fees incurred2017-12-31$72,770
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,151,906
Participant contributions at end of year2017-12-31$131,004
Participant contributions at beginning of year2017-12-31$116,853
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$998,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$969,575
Other income not declared elsewhere2017-12-31$244,068
Administrative expenses (other) incurred2017-12-31$61,076
Liabilities. Value of operating payables at end of year2017-12-31$29,218
Liabilities. Value of operating payables at beginning of year2017-12-31$23,576
Total non interest bearing cash at end of year2017-12-31$150,636
Total non interest bearing cash at beginning of year2017-12-31$170,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$33,913,698
Value of net assets at end of year (total assets less liabilities)2017-12-31$243,935,705
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$210,022,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$39,618,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,622,691
Value of interest in pooled separate accounts at end of year2017-12-31$201,899,990
Value of interest in pooled separate accounts at beginning of year2017-12-31$176,256,868
Interest on participant loans2017-12-31$7,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-2,476,591
Net investment gain/loss from pooled separate accounts2017-12-31$25,018,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,389,219
Employer contributions (assets) at end of year2017-12-31$1,166,229
Employer contributions (assets) at beginning of year2017-12-31$909,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,205,891
Contract administrator fees2017-12-31$114,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$37,672,320
Aggregate carrying amount (costs) on sale of assets2017-12-31$30,457,673
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2017-12-31814643077
2016 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1
Total unrealized appreciation/depreciation of assets2016-12-31$1
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,250
Total income from all sources (including contributions)2016-12-31$21,384,212
Total loss/gain on sale of assets2016-12-31$1,690,680
Total of all expenses incurred2016-12-31$8,685,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,253,069
Expenses. Certain deemed distributions of participant loans2016-12-31$170,180
Value of total corrective distributions2016-12-31$4,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,675,332
Value of total assets at end of year2016-12-31$210,045,583
Value of total assets at beginning of year2016-12-31$197,341,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$257,481
Total interest from all sources2016-12-31$10,494
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$832,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$832,345
Administrative expenses professional fees incurred2016-12-31$81,945
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,792,208
Participant contributions at end of year2016-12-31$116,853
Participant contributions at beginning of year2016-12-31$155,351
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$53,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$969,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,203
Other income not declared elsewhere2016-12-31$292,012
Administrative expenses (other) incurred2016-12-31$63,163
Liabilities. Value of operating payables at end of year2016-12-31$23,576
Liabilities. Value of operating payables at beginning of year2016-12-31$18,250
Total non interest bearing cash at end of year2016-12-31$170,373
Total non interest bearing cash at beginning of year2016-12-31$128,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,698,848
Value of net assets at end of year (total assets less liabilities)2016-12-31$210,022,007
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$197,323,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,622,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,328,660
Value of interest in pooled separate accounts at end of year2016-12-31$176,256,868
Value of interest in pooled separate accounts at beginning of year2016-12-31$162,695,971
Interest on participant loans2016-12-31$10,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,683,261
Net investment gain/loss from pooled separate accounts2016-12-31$200,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$7,829,318
Employer contributions (assets) at end of year2016-12-31$909,223
Employer contributions (assets) at beginning of year2016-12-31$1,026,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,253,069
Contract administrator fees2016-12-31$112,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,402,732
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,712,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WEYRICH, CRONIN & SORRA
Accountancy firm EIN2016-12-31521162023
2015 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5
Total unrealized appreciation/depreciation of assets2015-12-31$-5
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,543
Total income from all sources (including contributions)2015-12-31$11,351,204
Total loss/gain on sale of assets2015-12-31$1,777,098
Total of all expenses incurred2015-12-31$13,428,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,073,157
Expenses. Certain deemed distributions of participant loans2015-12-31$67,846
Value of total corrective distributions2015-12-31$5,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,929,222
Value of total assets at end of year2015-12-31$197,341,409
Value of total assets at beginning of year2015-12-31$199,423,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$281,260
Total interest from all sources2015-12-31$7,873
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,259,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,259,067
Administrative expenses professional fees incurred2015-12-31$94,082
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,659,409
Participant contributions at end of year2015-12-31$155,351
Participant contributions at beginning of year2015-12-31$98,915
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,553
Other income not declared elsewhere2015-12-31$317,748
Administrative expenses (other) incurred2015-12-31$77,762
Liabilities. Value of operating payables at end of year2015-12-31$18,250
Liabilities. Value of operating payables at beginning of year2015-12-31$23,543
Total non interest bearing cash at end of year2015-12-31$128,929
Total non interest bearing cash at beginning of year2015-12-31$98,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,076,997
Value of net assets at end of year (total assets less liabilities)2015-12-31$197,323,159
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$199,400,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,328,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,219,026
Value of interest in pooled separate accounts at end of year2015-12-31$162,695,971
Value of interest in pooled separate accounts at beginning of year2015-12-31$166,142,194
Interest on participant loans2015-12-31$7,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,881,190
Net investment gain/loss from pooled separate accounts2015-12-31$-1,058,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,268,212
Employer contributions (assets) at end of year2015-12-31$1,026,295
Employer contributions (assets) at beginning of year2015-12-31$859,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,073,157
Contract administrator fees2015-12-31$109,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,610,641
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,833,543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2015-12-31521162023
2014 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,847
Total income from all sources (including contributions)2014-12-31$19,724,208
Total loss/gain on sale of assets2014-12-31$1,323,710
Total of all expenses incurred2014-12-31$11,248,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,641,887
Expenses. Certain deemed distributions of participant loans2014-12-31$306,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,953,919
Value of total assets at end of year2014-12-31$199,423,699
Value of total assets at beginning of year2014-12-31$190,961,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$300,763
Total interest from all sources2014-12-31$16,703
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,622,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,622,337
Administrative expenses professional fees incurred2014-12-31$131,707
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,405,187
Participant contributions at end of year2014-12-31$98,915
Participant contributions at beginning of year2014-12-31$260,512
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$134,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,812
Other income not declared elsewhere2014-12-31$320,220
Administrative expenses (other) incurred2014-12-31$66,589
Liabilities. Value of operating payables at end of year2014-12-31$23,543
Liabilities. Value of operating payables at beginning of year2014-12-31$36,847
Total non interest bearing cash at end of year2014-12-31$98,397
Total non interest bearing cash at beginning of year2014-12-31$94,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,475,421
Value of net assets at end of year (total assets less liabilities)2014-12-31$199,400,156
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$190,924,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,219,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,861,091
Value of interest in pooled separate accounts at end of year2014-12-31$166,142,194
Value of interest in pooled separate accounts at beginning of year2014-12-31$159,999,199
Interest on participant loans2014-12-31$16,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,749,682
Net investment gain/loss from pooled separate accounts2014-12-31$8,237,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,413,891
Employer contributions (assets) at end of year2014-12-31$859,614
Employer contributions (assets) at beginning of year2014-12-31$742,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,641,887
Contract administrator fees2014-12-31$102,467
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,581,790
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,258,080
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2014-12-31521162023
2013 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,227
Total unrealized appreciation/depreciation of assets2013-12-31$11,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,995
Total income from all sources (including contributions)2013-12-31$34,828,294
Total loss/gain on sale of assets2013-12-31$3,330,894
Total of all expenses incurred2013-12-31$8,573,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,149,518
Expenses. Certain deemed distributions of participant loans2013-12-31$137,752
Value of total corrective distributions2013-12-31$10,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,614,649
Value of total assets at end of year2013-12-31$190,961,582
Value of total assets at beginning of year2013-12-31$164,705,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$275,503
Total interest from all sources2013-12-31$12,364
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$809,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$809,954
Administrative expenses professional fees incurred2013-12-31$122,112
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,408,403
Participant contributions at end of year2013-12-31$260,512
Participant contributions at beginning of year2013-12-31$224,058
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$90,237
Other income not declared elsewhere2013-12-31$297,911
Administrative expenses (other) incurred2013-12-31$67,379
Liabilities. Value of operating payables at end of year2013-12-31$36,847
Liabilities. Value of operating payables at beginning of year2013-12-31$34,995
Total non interest bearing cash at end of year2013-12-31$94,304
Total non interest bearing cash at beginning of year2013-12-31$67,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$26,254,725
Value of net assets at end of year (total assets less liabilities)2013-12-31$190,924,735
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$164,670,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,861,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,517,996
Value of interest in pooled separate accounts at end of year2013-12-31$159,999,199
Value of interest in pooled separate accounts at beginning of year2013-12-31$134,085,115
Interest on participant loans2013-12-31$12,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,251,299
Net investment gain/loss from pooled separate accounts2013-12-31$17,499,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,116,009
Employer contributions (assets) at end of year2013-12-31$742,664
Employer contributions (assets) at beginning of year2013-12-31$806,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,149,518
Contract administrator fees2013-12-31$86,012
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$3,812
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$4,026
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$12,356,296
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,025,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2013-12-31521162023
2012 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-2,141
Total unrealized appreciation/depreciation of assets2012-12-31$-2,141
Total transfer of assets to this plan2012-12-31$757,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,403
Total income from all sources (including contributions)2012-12-31$24,508,343
Total loss/gain on sale of assets2012-12-31$321,573
Total of all expenses incurred2012-12-31$6,735,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,161,007
Expenses. Certain deemed distributions of participant loans2012-12-31$288,833
Value of total corrective distributions2012-12-31$16,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,060,245
Value of total assets at end of year2012-12-31$164,705,005
Value of total assets at beginning of year2012-12-31$146,156,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$268,955
Total interest from all sources2012-12-31$16,404
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$607,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$607,809
Administrative expenses professional fees incurred2012-12-31$112,582
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,541,196
Participant contributions at end of year2012-12-31$224,058
Participant contributions at beginning of year2012-12-31$425,028
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,668
Other income not declared elsewhere2012-12-31$264,299
Administrative expenses (other) incurred2012-12-31$60,687
Liabilities. Value of operating payables at end of year2012-12-31$34,995
Liabilities. Value of operating payables at beginning of year2012-12-31$16,403
Total non interest bearing cash at end of year2012-12-31$67,125
Total non interest bearing cash at beginning of year2012-12-31$52,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,772,884
Value of net assets at end of year (total assets less liabilities)2012-12-31$164,670,010
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$146,139,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,517,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,857,635
Value of interest in pooled separate accounts at end of year2012-12-31$134,085,115
Value of interest in pooled separate accounts at beginning of year2012-12-31$119,906,383
Interest on participant loans2012-12-31$16,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,143,169
Net investment gain/loss from pooled separate accounts2012-12-31$11,096,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,515,381
Employer contributions (assets) at end of year2012-12-31$806,685
Employer contributions (assets) at beginning of year2012-12-31$910,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,161,007
Contract administrator fees2012-12-31$95,686
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$4,026
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$4,280
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,155,131
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,833,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2012-12-31521857374
2011 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-757
Total unrealized appreciation/depreciation of assets2011-12-31$-757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,810
Total income from all sources (including contributions)2011-12-31$9,464,911
Total loss/gain on sale of assets2011-12-31$363,493
Total of all expenses incurred2011-12-31$7,602,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,061,188
Expenses. Certain deemed distributions of participant loans2011-12-31$328,162
Value of total corrective distributions2011-12-31$1,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,581,591
Value of total assets at end of year2011-12-31$146,156,309
Value of total assets at beginning of year2011-12-31$144,298,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$211,938
Total interest from all sources2011-12-31$19,736
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$362,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$362,580
Administrative expenses professional fees incurred2011-12-31$74,958
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,556,676
Participant contributions at end of year2011-12-31$425,028
Participant contributions at beginning of year2011-12-31$434,386
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,751
Other income not declared elsewhere2011-12-31$251,080
Administrative expenses (other) incurred2011-12-31$54,019
Liabilities. Value of operating payables at end of year2011-12-31$16,403
Liabilities. Value of operating payables at beginning of year2011-12-31$20,810
Total non interest bearing cash at end of year2011-12-31$52,515
Total non interest bearing cash at beginning of year2011-12-31$19,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,862,559
Value of net assets at end of year (total assets less liabilities)2011-12-31$146,139,906
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$144,277,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,857,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,060,328
Value of interest in pooled separate accounts at end of year2011-12-31$119,906,383
Value of interest in pooled separate accounts at beginning of year2011-12-31$129,109,378
Interest on participant loans2011-12-31$19,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,387,786
Net investment gain/loss from pooled separate accounts2011-12-31$1,274,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,932,164
Employer contributions (assets) at end of year2011-12-31$910,468
Employer contributions (assets) at beginning of year2011-12-31$671,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,061,188
Contract administrator fees2011-12-31$82,961
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$4,280
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,582
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,024,372
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,660,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2011-12-31521857374
2010 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,189
Total income from all sources (including contributions)2010-12-31$22,615,657
Total of all expenses incurred2010-12-31$7,445,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,209,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,042,295
Value of total assets at end of year2010-12-31$144,298,157
Value of total assets at beginning of year2010-12-31$129,131,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$235,142
Total interest from all sources2010-12-31$23,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$95,040
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,542,984
Participant contributions at end of year2010-12-31$434,386
Participant contributions at beginning of year2010-12-31$326,157
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$82,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,520
Other income not declared elsewhere2010-12-31$167,129
Administrative expenses (other) incurred2010-12-31$58,137
Liabilities. Value of operating payables at end of year2010-12-31$20,810
Liabilities. Value of operating payables at beginning of year2010-12-31$21,669
Total non interest bearing cash at end of year2010-12-31$19,330
Total non interest bearing cash at beginning of year2010-12-31$86,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,170,646
Value of net assets at end of year (total assets less liabilities)2010-12-31$144,277,347
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$129,106,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,060,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,413,452
Value of interest in pooled separate accounts at end of year2010-12-31$129,109,378
Value of interest in pooled separate accounts at beginning of year2010-12-31$115,596,701
Interest on participant loans2010-12-31$21,127
Interest earned on other investments2010-12-31$2,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,626,977
Net investment gain/loss from pooled separate accounts2010-12-31$12,755,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,416,672
Employer contributions (assets) at end of year2010-12-31$671,153
Employer contributions (assets) at beginning of year2010-12-31$705,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,209,869
Contract administrator fees2010-12-31$81,965
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,582
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,789
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2010-12-31521857374
2009 : PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN

2022: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580-1
Policy instance 1
Insurance contract or identification numberSF 51580-1
Number of Individuals Covered4422
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580-1
Policy instance 1
Insurance contract or identification numberSF 51580-1
Number of Individuals Covered2999
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580-1
Policy instance 1
Insurance contract or identification numberSF 51580-1
Number of Individuals Covered2977
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580-1
Policy instance 1
Insurance contract or identification numberSF 51580-1
Number of Individuals Covered2941
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580-1
Policy instance 1
Insurance contract or identification numberSF 51580-1
Number of Individuals Covered2887
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580
Policy instance 1
Insurance contract or identification numberSF 51580
Number of Individuals Covered2723
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580
Policy instance 1
Insurance contract or identification numberSF 51580
Number of Individuals Covered2467
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580
Policy instance 1
Insurance contract or identification numberSF 51580
Number of Individuals Covered2453
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580
Policy instance 1
Insurance contract or identification numberSF 51580
Number of Individuals Covered2494
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580
Policy instance 1
Insurance contract or identification numberSF 51580
Number of Individuals Covered2575
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580
Policy instance 1
Insurance contract or identification numberSF 51580
Number of Individuals Covered2637
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51580
Policy instance 1
Insurance contract or identification numberSF 51580
Number of Individuals Covered2684
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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