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PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 401k Plan overview

Plan NamePLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN
Plan identification number 002

PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 & STEAMFITTERS LOCAL 565 has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS & STEAMFITTERS LOCAL 565
Employer identification number (EIN):550615390
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BARBARA RADIKER
0022016-01-01BARBARA RADIKER
0022015-01-01BARBARA RADIKER
0022014-01-01BARBARA RADIKER
0022013-01-01BARBARA RADIKER
0022012-01-01PENNY MOORE PENNY MOORE2013-10-08
0022011-01-01PENNY MOORE
0022009-01-01PENNY MOORE

Plan Statistics for PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN

Measure Date Value
2022: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01645
Total number of active participants reported on line 7a of the Form 55002022-01-01576
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01674
Number of participants with account balances2022-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01603
Total number of active participants reported on line 7a of the Form 55002021-01-01548
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01645
Number of participants with account balances2021-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01539
Total number of active participants reported on line 7a of the Form 55002020-01-01503
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01603
Number of participants with account balances2020-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-010
2019: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01532
Total number of active participants reported on line 7a of the Form 55002019-01-01430
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01539
Number of participants with account balances2019-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01489
Total number of active participants reported on line 7a of the Form 55002018-01-01421
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01532
Number of participants with account balances2018-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01458
Total number of active participants reported on line 7a of the Form 55002017-01-01375
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01489
Number of participants with account balances2017-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01449
Total number of active participants reported on line 7a of the Form 55002016-01-01359
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01458
Number of participants with account balances2016-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01356
Total number of active participants reported on line 7a of the Form 55002015-01-01360
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01449
Number of participants with account balances2015-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01369
Total number of active participants reported on line 7a of the Form 55002014-01-01276
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01356
Number of participants with account balances2014-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01371
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01369
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01422
Total number of active participants reported on line 7a of the Form 55002012-01-01284
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0187
Total of all active and inactive participants2012-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01371
Number of participants with account balances2012-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01359
Total number of active participants reported on line 7a of the Form 55002011-01-01345
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0177
Total of all active and inactive participants2011-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01422
Number of participants with account balances2011-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01428
Total number of active participants reported on line 7a of the Form 55002009-01-01299
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01373
Number of participants with account balances2009-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0170

Financial Data on PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN

Measure Date Value
2022 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,172,623
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,676,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,540,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,700,152
Value of total assets at end of year2022-12-31$28,223,568
Value of total assets at beginning of year2022-12-31$33,072,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$135,717
Total interest from all sources2022-12-31$14,991
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,309,174
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$1,309,174
Administrative expenses professional fees incurred2022-12-31$56,660
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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
Participant contributions at end of year2022-12-31$257,815
Participant contributions at beginning of year2022-12-31$337,434
Administrative expenses (other) incurred2022-12-31$63,057
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$4,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,849,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,223,568
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,072,603
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$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,757,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,371,832
Interest on participant loans2022-12-31$14,991
Value of interest in common/collective trusts at end of year2022-12-31$4,207,956
Value of interest in common/collective trusts at beginning of year2022-12-31$3,137,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,248,470
Net investment gain or loss from common/collective trusts2022-12-31$51,530
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$1,700,152
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$221,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,540,695
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 name2022-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2022-12-31550538163
2021 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,260,448
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,897,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,377,498
Expenses. Certain deemed distributions of participant loans2021-12-31$396,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,111,273
Value of total assets at end of year2021-12-31$33,072,603
Value of total assets at beginning of year2021-12-31$28,709,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$123,220
Total interest from all sources2021-12-31$18,846
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,470,555
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$1,470,555
Administrative expenses professional fees incurred2021-12-31$44,265
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,884,446
Amount contributed by the employer to the plan for this plan year2021-12-31$1,884,446
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$337,434
Participant contributions at beginning of year2021-12-31$551,445
Administrative expenses (other) incurred2021-12-31$62,955
Total non interest bearing cash at end of year2021-12-31$4,603
Total non interest bearing cash at beginning of year2021-12-31$5,383
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$4,363,164
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,072,603
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,709,439
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$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,371,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,832,469
Interest on participant loans2021-12-31$18,846
Value of interest in common/collective trusts at end of year2021-12-31$3,137,290
Value of interest in common/collective trusts at beginning of year2021-12-31$3,166,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,629,441
Net investment gain or loss from common/collective trusts2021-12-31$30,333
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$2,111,273
Employer contributions (assets) at end of year2021-12-31$221,444
Employer contributions (assets) at beginning of year2021-12-31$153,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,377,498
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 name2021-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2021-12-31550538163
2020 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,072,914
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,808,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,627,455
Expenses. Certain deemed distributions of participant loans2020-12-31$71,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,561,160
Value of total assets at end of year2020-12-31$28,709,439
Value of total assets at beginning of year2020-12-31$25,444,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$109,455
Total interest from all sources2020-12-31$23,716
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$883,851
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$883,851
Administrative expenses professional fees incurred2020-12-31$52,177
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,401,156
Amount contributed by the employer to the plan for this plan year2020-12-31$1,401,156
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$551,445
Participant contributions at beginning of year2020-12-31$391,798
Administrative expenses (other) incurred2020-12-31$41,278
Total non interest bearing cash at end of year2020-12-31$5,383
Total non interest bearing cash at beginning of year2020-12-31$3,633
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$3,264,898
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,709,439
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,444,541
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
Investment advisory and management fees2020-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,832,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,074,520
Interest on participant loans2020-12-31$23,716
Value of interest in common/collective trusts at end of year2020-12-31$3,166,302
Value of interest in common/collective trusts at beginning of year2020-12-31$22,715,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,450,188
Net investment gain or loss from common/collective trusts2020-12-31$153,999
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$1,561,160
Employer contributions (assets) at end of year2020-12-31$153,840
Employer contributions (assets) at beginning of year2020-12-31$259,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,627,455
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2020-12-31550538163
2019 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,710,755
Total income from all sources (including contributions)2019-12-31$5,710,755
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,727,513
Total of all expenses incurred2019-12-31$1,727,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,527,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,527,645
Expenses. Certain deemed distributions of participant loans2019-12-31$124,333
Expenses. Certain deemed distributions of participant loans2019-12-31$124,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,984,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,984,613
Value of total assets at end of year2019-12-31$25,444,541
Value of total assets at end of year2019-12-31$25,444,541
Value of total assets at beginning of year2019-12-31$21,461,299
Value of total assets at beginning of year2019-12-31$21,461,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,535
Total interest from all sources2019-12-31$23,343
Total interest from all sources2019-12-31$23,343
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$91,144
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$91,144
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$91,144
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$91,144
Administrative expenses professional fees incurred2019-12-31$43,688
Administrative expenses professional fees incurred2019-12-31$43,688
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$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,720,237
Amount contributed by the employer to the plan for this plan year2019-12-31$1,720,237
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$391,798
Participant contributions at end of year2019-12-31$391,798
Participant contributions at beginning of year2019-12-31$472,545
Participant contributions at beginning of year2019-12-31$472,545
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$603
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$603
Administrative expenses (other) incurred2019-12-31$15,847
Administrative expenses (other) incurred2019-12-31$15,847
Total non interest bearing cash at end of year2019-12-31$3,633
Total non interest bearing cash at end of year2019-12-31$3,633
Total non interest bearing cash at beginning of year2019-12-31$4,413
Total non interest bearing cash at beginning of year2019-12-31$4,413
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$3,983,242
Value of net income/loss2019-12-31$3,983,242
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,444,541
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,444,541
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,461,299
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,461,299
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
Investment advisory and management fees2019-12-31$16,000
Investment advisory and management fees2019-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,074,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,292,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,292,449
Interest on participant loans2019-12-31$23,343
Interest on participant loans2019-12-31$23,343
Value of interest in common/collective trusts at end of year2019-12-31$22,715,230
Value of interest in common/collective trusts at end of year2019-12-31$22,715,230
Value of interest in common/collective trusts at beginning of year2019-12-31$19,438,474
Value of interest in common/collective trusts at beginning of year2019-12-31$19,438,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$294,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$294,510
Net investment gain or loss from common/collective trusts2019-12-31$3,317,145
Net investment gain or loss from common/collective trusts2019-12-31$3,317,145
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$1,984,010
Contributions received in cash from employer2019-12-31$1,984,010
Employer contributions (assets) at end of year2019-12-31$259,360
Employer contributions (assets) at end of year2019-12-31$259,360
Employer contributions (assets) at beginning of year2019-12-31$253,418
Employer contributions (assets) at beginning of year2019-12-31$253,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,527,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,527,645
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 name2019-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm name2019-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2019-12-31550538163
Accountancy firm EIN2019-12-31550538163
2018 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$769,598
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$627,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$446,089
Expenses. Certain deemed distributions of participant loans2018-12-31$100,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,899,921
Value of total assets at end of year2018-12-31$21,461,299
Value of total assets at beginning of year2018-12-31$21,319,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80,513
Total interest from all sources2018-12-31$19,661
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$97,614
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$97,614
Administrative expenses professional fees incurred2018-12-31$48,836
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,638,601
Amount contributed by the employer to the plan for this plan year2018-12-31$1,638,601
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$472,545
Participant contributions at beginning of year2018-12-31$323,376
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,746
Administrative expenses (other) incurred2018-12-31$15,677
Total non interest bearing cash at end of year2018-12-31$4,413
Total non interest bearing cash at beginning of year2018-12-31$0
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$142,054
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,461,299
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,319,245
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
Investment advisory and management fees2018-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,292,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,347,703
Interest on participant loans2018-12-31$19,661
Value of interest in common/collective trusts at end of year2018-12-31$19,438,474
Value of interest in common/collective trusts at beginning of year2018-12-31$19,515,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-187,102
Net investment gain or loss from common/collective trusts2018-12-31$-1,060,496
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$1,897,175
Employer contributions (assets) at end of year2018-12-31$253,418
Employer contributions (assets) at beginning of year2018-12-31$132,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$446,089
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 name2018-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2018-12-31550538163
2017 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2017 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,923,613
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,305,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,058,208
Expenses. Certain deemed distributions of participant loans2017-12-31$168,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,589,708
Value of total assets at end of year2017-12-31$21,319,245
Value of total assets at beginning of year2017-12-31$18,701,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,207
Total interest from all sources2017-12-31$14,863
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$70,845
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$70,845
Administrative expenses professional fees incurred2017-12-31$44,383
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,457,441
Amount contributed by the employer to the plan for this plan year2017-12-31$1,457,441
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$323,376
Participant contributions at beginning of year2017-12-31$457,360
Administrative expenses (other) incurred2017-12-31$14,824
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$2,617,817
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,319,245
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,701,428
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
Investment advisory and management fees2017-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,347,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$869,161
Interest on participant loans2017-12-31$14,863
Value of interest in common/collective trusts at end of year2017-12-31$19,515,899
Value of interest in common/collective trusts at beginning of year2017-12-31$17,236,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$112,907
Net investment gain or loss from common/collective trusts2017-12-31$2,135,290
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$1,589,708
Employer contributions (assets) at end of year2017-12-31$132,267
Employer contributions (assets) at beginning of year2017-12-31$137,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,058,208
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
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 name2017-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2017-12-31550538163
2016 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,104,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$886,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$809,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,168,863
Value of total assets at end of year2016-12-31$18,701,428
Value of total assets at beginning of year2016-12-31$17,483,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,843
Total interest from all sources2016-12-31$13,363
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,535
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$43,535
Administrative expenses professional fees incurred2016-12-31$43,127
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,027,296
Amount contributed by the employer to the plan for this plan year2016-12-31$1,027,296
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$457,360
Participant contributions at beginning of year2016-12-31$456,847
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,569
Administrative expenses (other) incurred2016-12-31$17,716
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$1,217,959
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,701,428
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,483,469
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
Investment advisory and management fees2016-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$869,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,037,536
Interest on participant loans2016-12-31$13,363
Value of interest in common/collective trusts at end of year2016-12-31$17,236,909
Value of interest in common/collective trusts at beginning of year2016-12-31$15,902,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$33,459
Net investment gain or loss from common/collective trusts2016-12-31$844,910
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
Contributions received in cash from employer2016-12-31$1,165,294
Employer contributions (assets) at end of year2016-12-31$137,998
Employer contributions (assets) at beginning of year2016-12-31$86,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$809,328
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
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 name2016-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2016-12-31550538163
2015 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,228,662
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$690,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$611,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,332,865
Value of total assets at end of year2015-12-31$17,483,469
Value of total assets at beginning of year2015-12-31$16,944,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,340
Total interest from all sources2015-12-31$15,573
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$80,472
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$80,472
Administrative expenses professional fees incurred2015-12-31$48,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,243,277
Amount contributed by the employer to the plan for this plan year2015-12-31$1,243,277
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$456,847
Participant contributions at beginning of year2015-12-31$538,824
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,929
Administrative expenses (other) incurred2015-12-31$18,293
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$538,577
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,483,469
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,944,892
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
Investment advisory and management fees2015-12-31$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,037,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,331,361
Interest on participant loans2015-12-31$15,573
Value of interest in common/collective trusts at end of year2015-12-31$15,902,427
Value of interest in common/collective trusts at beginning of year2015-12-31$14,960,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-103,263
Net investment gain or loss from common/collective trusts2015-12-31$-96,985
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$1,329,936
Employer contributions (assets) at end of year2015-12-31$86,659
Employer contributions (assets) at beginning of year2015-12-31$113,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$611,745
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
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 name2015-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2015-12-31550538163
2014 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,243,344
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,696,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,270,519
Expenses. Certain deemed distributions of participant loans2014-12-31$343,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,425,536
Value of total assets at end of year2014-12-31$16,944,892
Value of total assets at beginning of year2014-12-31$16,397,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$82,325
Total interest from all sources2014-12-31$12,597
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$95,747
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$95,747
Administrative expenses professional fees incurred2014-12-31$46,667
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,419,766
Amount contributed by the employer to the plan for this plan year2014-12-31$1,419,766
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$538,824
Participant contributions at beginning of year2014-12-31$911,291
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,857
Administrative expenses (other) incurred2014-12-31$15,658
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$547,119
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,944,892
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,397,773
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
Investment advisory and management fees2014-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,331,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,002,768
Interest on participant loans2014-12-31$12,597
Value of interest in common/collective trusts at end of year2014-12-31$14,960,872
Value of interest in common/collective trusts at beginning of year2014-12-31$14,353,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-8,118
Net investment gain or loss from common/collective trusts2014-12-31$717,582
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$1,419,679
Employer contributions (assets) at end of year2014-12-31$113,835
Employer contributions (assets) at beginning of year2014-12-31$129,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,270,519
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
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 name2014-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2014-12-31550538163
2013 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,169,066
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,349,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,268,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,321,425
Value of total assets at end of year2013-12-31$16,397,773
Value of total assets at beginning of year2013-12-31$14,578,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$81,012
Total interest from all sources2013-12-31$17,947
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$41,749
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$41,749
Administrative expenses professional fees incurred2013-12-31$42,776
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,185,224
Amount contributed by the employer to the plan for this plan year2013-12-31$1,185,224
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$911,291
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,482
Administrative expenses (other) incurred2013-12-31$18,236
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$1,819,126
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,397,773
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,578,647
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
Investment advisory and management fees2013-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,002,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$998,585
Interest on participant loans2013-12-31$17,947
Value of interest in common/collective trusts at end of year2013-12-31$14,353,995
Value of interest in common/collective trusts at beginning of year2013-12-31$13,474,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$207,556
Net investment gain or loss from common/collective trusts2013-12-31$1,580,389
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$1,314,943
Employer contributions (assets) at end of year2013-12-31$129,719
Employer contributions (assets) at beginning of year2013-12-31$105,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,268,928
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
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 name2013-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2013-12-31550538163
2012 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,466,448
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,016,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$952,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,019,234
Value of total assets at end of year2012-12-31$14,578,647
Value of total assets at beginning of year2012-12-31$13,128,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$63,173
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$35,843
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$35,843
Administrative expenses professional fees incurred2012-12-31$37,517
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,018,170
Amount contributed by the employer to the plan for this plan year2012-12-31$1,018,170
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$188
Administrative expenses (other) incurred2012-12-31$13,656
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$1,450,397
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,578,647
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,128,250
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
Investment advisory and management fees2012-12-31$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$998,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,006,296
Value of interest in common/collective trusts at end of year2012-12-31$13,474,295
Value of interest in common/collective trusts at beginning of year2012-12-31$12,029,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$101,343
Net investment gain or loss from common/collective trusts2012-12-31$1,310,028
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$1,018,170
Employer contributions (assets) at end of year2012-12-31$105,767
Employer contributions (assets) at beginning of year2012-12-31$92,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$952,878
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
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 name2012-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2012-12-31550538163
2011 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,088,378
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$856,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$785,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,145,399
Value of total assets at end of year2011-12-31$13,128,250
Value of total assets at beginning of year2011-12-31$12,896,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$70,765
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,978
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$31,978
Administrative expenses professional fees incurred2011-12-31$41,300
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
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$1,145,399
Amount contributed by the employer to the plan for this plan year2011-12-31$1,145,399
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$421
Administrative expenses (other) incurred2011-12-31$13,468
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$232,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,128,250
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,896,060
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
Investment advisory and management fees2011-12-31$15,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,006,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$968,208
Value of interest in common/collective trusts at end of year2011-12-31$12,029,440
Value of interest in common/collective trusts at beginning of year2011-12-31$11,782,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-44,219
Net investment gain or loss from common/collective trusts2011-12-31$-44,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,145,399
Employer contributions (assets) at end of year2011-12-31$92,326
Employer contributions (assets) at beginning of year2011-12-31$144,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$785,423
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
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 name2011-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2011-12-31550538163
2010 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,299,258
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$853,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$783,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,081,262
Value of total assets at end of year2010-12-31$12,896,060
Value of total assets at beginning of year2010-12-31$11,450,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,947
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$15,699
Administrative expenses professional fees incurred2010-12-31$42,993
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
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$996,682
Amount contributed by the employer to the plan for this plan year2010-12-31$996,682
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$307
Administrative expenses (other) incurred2010-12-31$15,019
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$1,445,841
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,896,060
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,450,219
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
Investment advisory and management fees2010-12-31$11,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$968,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$761,866
Value of interest in common/collective trusts at end of year2010-12-31$11,782,655
Value of interest in common/collective trusts at beginning of year2010-12-31$10,556,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$88,104
Net investment gain or loss from common/collective trusts2010-12-31$1,114,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$1,081,262
Employer contributions (assets) at end of year2010-12-31$144,776
Employer contributions (assets) at beginning of year2010-12-31$132,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$783,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2010-12-31550538163
2009 : PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
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$562,952
Amount contributed by the employer to the plan for this plan year2009-12-31$562,952

Form 5500 Responses for PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN

2022: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & STEAMFITTERS LOCAL 565 PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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