PLUMBERS & STEAMFITTERS LOCAL NO. 177 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND
401k plan membership statisitcs for UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $166,744 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-07-31 | $207,015 |
| Total income from all sources (including contributions) | 2023-07-31 | $2,263,309 |
| Total of all expenses incurred | 2023-07-31 | $1,575,538 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-07-31 | $1,354,388 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-07-31 | $2,210,332 |
| Value of total assets at end of year | 2023-07-31 | $4,304,071 |
| Value of total assets at beginning of year | 2023-07-31 | $3,656,571 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-07-31 | $221,150 |
| Total interest from all sources | 2023-07-31 | $52,345 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-07-31 | No |
| Administrative expenses professional fees incurred | 2023-07-31 | $17,850 |
| Was this plan covered by a fidelity bond | 2023-07-31 | Yes |
| Value of fidelity bond cover | 2023-07-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-07-31 | No |
| Contributions received from participants | 2023-07-31 | $79,627 |
| Participant contributions at end of year | 2023-07-31 | $2,696 |
| Participant contributions at beginning of year | 2023-07-31 | $5,300 |
| Assets. Other investments not covered elsewhere at end of year | 2023-07-31 | $5,537 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-07-31 | $4,500 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-07-31 | $55,062 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-07-31 | $31,146 |
| Other income not declared elsewhere | 2023-07-31 | $632 |
| Administrative expenses (other) incurred | 2023-07-31 | $131,300 |
| Liabilities. Value of operating payables at end of year | 2023-07-31 | $3,293 |
| Liabilities. Value of operating payables at beginning of year | 2023-07-31 | $7,375 |
| Total non interest bearing cash at end of year | 2023-07-31 | $879,586 |
| Total non interest bearing cash at beginning of year | 2023-07-31 | $1,284,756 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
| Value of net income/loss | 2023-07-31 | $687,771 |
| Value of net assets at end of year (total assets less liabilities) | 2023-07-31 | $4,137,327 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-07-31 | $3,449,556 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-07-31 | $3,195,162 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-07-31 | $2,181,359 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-07-31 | $2,181,359 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-07-31 | $52,345 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-07-31 | $105,250 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-07-31 | No |
| Contributions received in cash from employer | 2023-07-31 | $2,130,705 |
| Employer contributions (assets) at end of year | 2023-07-31 | $166,028 |
| Employer contributions (assets) at beginning of year | 2023-07-31 | $149,510 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-07-31 | $1,249,138 |
| Contract administrator fees | 2023-07-31 | $72,000 |
| Liabilities. Value of benefit claims payable at end of year | 2023-07-31 | $163,451 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-07-31 | $199,640 |
| Did the plan have assets held for investment | 2023-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-07-31 | Unqualified |
| Accountancy firm name | 2023-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2023-07-31 | 621802605 |
| 2022 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-01 | $166,744 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-01 | $207,015 |
| Total income from all sources (including contributions) | 2022-08-01 | $2,263,309 |
| Total of all expenses incurred | 2022-08-01 | $1,575,538 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-01 | $1,354,388 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-01 | $2,210,332 |
| Value of total assets at end of year | 2022-08-01 | $4,304,071 |
| Value of total assets at beginning of year | 2022-08-01 | $3,656,571 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-01 | $221,150 |
| Total interest from all sources | 2022-08-01 | $52,345 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-01 | No |
| Administrative expenses professional fees incurred | 2022-08-01 | $17,850 |
| Was this plan covered by a fidelity bond | 2022-08-01 | Yes |
| Value of fidelity bond cover | 2022-08-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-08-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-08-01 | No |
| Contributions received from participants | 2022-08-01 | $79,627 |
| Participant contributions at end of year | 2022-08-01 | $2,696 |
| Participant contributions at beginning of year | 2022-08-01 | $5,300 |
| Assets. Other investments not covered elsewhere at end of year | 2022-08-01 | $5,537 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-08-01 | $4,500 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-08-01 | $55,062 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-08-01 | $31,146 |
| Other income not declared elsewhere | 2022-08-01 | $632 |
| Administrative expenses (other) incurred | 2022-08-01 | $131,300 |
| Liabilities. Value of operating payables at end of year | 2022-08-01 | $3,293 |
| Liabilities. Value of operating payables at beginning of year | 2022-08-01 | $7,375 |
| Total non interest bearing cash at end of year | 2022-08-01 | $879,586 |
| Total non interest bearing cash at beginning of year | 2022-08-01 | $1,284,756 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-01 | No |
| Value of net income/loss | 2022-08-01 | $687,771 |
| Value of net assets at end of year (total assets less liabilities) | 2022-08-01 | $4,137,327 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-08-01 | $3,449,556 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-08-01 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-08-01 | $3,195,162 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-08-01 | $52,345 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-08-01 | $105,250 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-08-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-08-01 | No |
| Contributions received in cash from employer | 2022-08-01 | $2,130,705 |
| Employer contributions (assets) at end of year | 2022-08-01 | $166,028 |
| Employer contributions (assets) at beginning of year | 2022-08-01 | $149,510 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-01 | $1,249,138 |
| Contract administrator fees | 2022-08-01 | $72,000 |
| Liabilities. Value of benefit claims payable at end of year | 2022-08-01 | $163,451 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-08-01 | $199,640 |
| Did the plan have assets held for investment | 2022-08-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-08-01 | 1 |
| Accountancy firm name | 2022-08-01 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2022-08-01 | 621802605 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $207,015 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $174,491 |
| Total income from all sources (including contributions) | 2022-07-31 | $2,304,846 |
| Total of all expenses incurred | 2022-07-31 | $1,737,855 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $1,509,337 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-31 | $2,278,885 |
| Value of total assets at end of year | 2022-07-31 | $3,656,571 |
| Value of total assets at beginning of year | 2022-07-31 | $3,057,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-31 | $228,518 |
| Total interest from all sources | 2022-07-31 | $7,959 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | No |
| Administrative expenses professional fees incurred | 2022-07-31 | $19,025 |
| Was this plan covered by a fidelity bond | 2022-07-31 | Yes |
| Value of fidelity bond cover | 2022-07-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
| Contributions received from participants | 2022-07-31 | $90,083 |
| Participant contributions at end of year | 2022-07-31 | $5,300 |
| Participant contributions at beginning of year | 2022-07-31 | $6,799 |
| Assets. Other investments not covered elsewhere at end of year | 2022-07-31 | $4,500 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-07-31 | $3,660 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-07-31 | $31,146 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-07-31 | $21,086 |
| Other income not declared elsewhere | 2022-07-31 | $18,002 |
| Administrative expenses (other) incurred | 2022-07-31 | $138,593 |
| Liabilities. Value of operating payables at end of year | 2022-07-31 | $7,375 |
| Liabilities. Value of operating payables at beginning of year | 2022-07-31 | $14,051 |
| Total non interest bearing cash at end of year | 2022-07-31 | $1,284,756 |
| Total non interest bearing cash at beginning of year | 2022-07-31 | $688,386 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Value of net income/loss | 2022-07-31 | $566,991 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-31 | $3,449,556 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $2,882,565 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-07-31 | $2,181,359 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-07-31 | $2,176,056 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-07-31 | $2,176,056 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-07-31 | $7,959 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-07-31 | $104,778 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
| Contributions received in cash from employer | 2022-07-31 | $2,188,802 |
| Employer contributions (assets) at end of year | 2022-07-31 | $149,510 |
| Employer contributions (assets) at beginning of year | 2022-07-31 | $161,069 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-31 | $1,404,559 |
| Contract administrator fees | 2022-07-31 | $70,900 |
| Liabilities. Value of benefit claims payable at end of year | 2022-07-31 | $199,640 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-07-31 | $160,440 |
| Did the plan have assets held for investment | 2022-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
| Accountancy firm name | 2022-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2022-07-31 | 621802605 |
| 2021 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $174,491 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-07-31 | $172,146 |
| Total income from all sources (including contributions) | 2021-07-31 | $2,100,177 |
| Total of all expenses incurred | 2021-07-31 | $1,546,788 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-07-31 | $1,343,182 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-07-31 | $2,077,135 |
| Value of total assets at end of year | 2021-07-31 | $3,057,056 |
| Value of total assets at beginning of year | 2021-07-31 | $2,501,322 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-07-31 | $203,606 |
| Total interest from all sources | 2021-07-31 | $16,890 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-07-31 | No |
| Administrative expenses professional fees incurred | 2021-07-31 | $15,475 |
| Was this plan covered by a fidelity bond | 2021-07-31 | Yes |
| Value of fidelity bond cover | 2021-07-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2021-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-07-31 | No |
| Contributions received from participants | 2021-07-31 | $81,837 |
| Participant contributions at end of year | 2021-07-31 | $6,799 |
| Participant contributions at beginning of year | 2021-07-31 | $4,557 |
| Assets. Other investments not covered elsewhere at end of year | 2021-07-31 | $3,660 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-07-31 | $4,190 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-07-31 | $21,086 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-07-31 | $22,164 |
| Other income not declared elsewhere | 2021-07-31 | $6,152 |
| Administrative expenses (other) incurred | 2021-07-31 | $129,331 |
| Liabilities. Value of operating payables at end of year | 2021-07-31 | $14,051 |
| Liabilities. Value of operating payables at beginning of year | 2021-07-31 | $17,678 |
| Total non interest bearing cash at end of year | 2021-07-31 | $688,386 |
| Total non interest bearing cash at beginning of year | 2021-07-31 | $905,994 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Value of net income/loss | 2021-07-31 | $553,389 |
| Value of net assets at end of year (total assets less liabilities) | 2021-07-31 | $2,882,565 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-07-31 | $2,329,176 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-07-31 | $2,176,056 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-07-31 | $1,414,948 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-07-31 | $1,414,948 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-07-31 | $16,890 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-07-31 | $101,849 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-07-31 | No |
| Contributions received in cash from employer | 2021-07-31 | $1,995,298 |
| Employer contributions (assets) at end of year | 2021-07-31 | $161,069 |
| Employer contributions (assets) at beginning of year | 2021-07-31 | $149,469 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-07-31 | $1,241,333 |
| Contract administrator fees | 2021-07-31 | $58,800 |
| Liabilities. Value of benefit claims payable at end of year | 2021-07-31 | $160,440 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-07-31 | $154,468 |
| Did the plan have assets held for investment | 2021-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-07-31 | Unqualified |
| Accountancy firm name | 2021-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2021-07-31 | 621802605 |
| 2020 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $172,146 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-07-31 | $237,843 |
| Total income from all sources (including contributions) | 2020-07-31 | $2,365,821 |
| Total of all expenses incurred | 2020-07-31 | $1,304,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-07-31 | $1,101,200 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-07-31 | $2,339,142 |
| Value of total assets at end of year | 2020-07-31 | $2,501,322 |
| Value of total assets at beginning of year | 2020-07-31 | $1,505,248 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-07-31 | $202,850 |
| Total interest from all sources | 2020-07-31 | $20,412 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-07-31 | No |
| Administrative expenses professional fees incurred | 2020-07-31 | $18,350 |
| Was this plan covered by a fidelity bond | 2020-07-31 | Yes |
| Value of fidelity bond cover | 2020-07-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2020-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-07-31 | No |
| Contributions received from participants | 2020-07-31 | $60,596 |
| Participant contributions at end of year | 2020-07-31 | $4,557 |
| Participant contributions at beginning of year | 2020-07-31 | $1,462 |
| Assets. Other investments not covered elsewhere at end of year | 2020-07-31 | $4,190 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-07-31 | $3,094 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-07-31 | $22,164 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-07-31 | $15,802 |
| Other income not declared elsewhere | 2020-07-31 | $6,267 |
| Administrative expenses (other) incurred | 2020-07-31 | $125,700 |
| Liabilities. Value of operating payables at end of year | 2020-07-31 | $17,678 |
| Liabilities. Value of operating payables at beginning of year | 2020-07-31 | $12,300 |
| Total non interest bearing cash at end of year | 2020-07-31 | $905,994 |
| Total non interest bearing cash at beginning of year | 2020-07-31 | $249,575 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Value of net income/loss | 2020-07-31 | $1,061,771 |
| Value of net assets at end of year (total assets less liabilities) | 2020-07-31 | $2,329,176 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-07-31 | $1,267,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-07-31 | $1,414,948 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-07-31 | $1,045,806 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-07-31 | $1,045,806 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-07-31 | $20,412 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-07-31 | $104,778 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-07-31 | No |
| Contributions received in cash from employer | 2020-07-31 | $2,278,546 |
| Employer contributions (assets) at end of year | 2020-07-31 | $149,469 |
| Employer contributions (assets) at beginning of year | 2020-07-31 | $189,435 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-07-31 | $996,422 |
| Contract administrator fees | 2020-07-31 | $58,800 |
| Liabilities. Value of benefit claims payable at end of year | 2020-07-31 | $154,468 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-07-31 | $225,543 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-07-31 | $74 |
| Did the plan have assets held for investment | 2020-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-07-31 | Unqualified |
| Accountancy firm name | 2020-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2020-07-31 | 621802605 |
| 2019 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $237,843 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-31 | $285,877 |
| Total income from all sources (including contributions) | 2019-07-31 | $1,838,240 |
| Total of all expenses incurred | 2019-07-31 | $1,503,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-31 | $1,237,584 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-31 | $1,823,000 |
| Value of total assets at end of year | 2019-07-31 | $1,505,248 |
| Value of total assets at beginning of year | 2019-07-31 | $1,218,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-31 | $266,341 |
| Total interest from all sources | 2019-07-31 | $12,773 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-31 | No |
| Administrative expenses professional fees incurred | 2019-07-31 | $21,148 |
| Was this plan covered by a fidelity bond | 2019-07-31 | Yes |
| Value of fidelity bond cover | 2019-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2019-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-07-31 | No |
| Contributions received from participants | 2019-07-31 | $49,601 |
| Participant contributions at end of year | 2019-07-31 | $1,462 |
| Participant contributions at beginning of year | 2019-07-31 | $1,587 |
| Assets. Other investments not covered elsewhere at end of year | 2019-07-31 | $3,094 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-07-31 | $3,490 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-07-31 | $15,802 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-07-31 | $9,241 |
| Other income not declared elsewhere | 2019-07-31 | $2,467 |
| Administrative expenses (other) incurred | 2019-07-31 | $186,393 |
| Liabilities. Value of operating payables at end of year | 2019-07-31 | $12,300 |
| Liabilities. Value of operating payables at beginning of year | 2019-07-31 | $30,016 |
| Total non interest bearing cash at end of year | 2019-07-31 | $249,575 |
| Total non interest bearing cash at beginning of year | 2019-07-31 | $256,107 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
| Value of net income/loss | 2019-07-31 | $334,315 |
| Value of net assets at end of year (total assets less liabilities) | 2019-07-31 | $1,267,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-07-31 | $933,090 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-07-31 | $1,045,806 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-07-31 | $788,525 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-07-31 | $788,525 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-07-31 | $12,773 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-07-31 | No |
| Contributions received in cash from employer | 2019-07-31 | $1,773,399 |
| Employer contributions (assets) at end of year | 2019-07-31 | $189,435 |
| Employer contributions (assets) at beginning of year | 2019-07-31 | $159,795 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-31 | $1,237,584 |
| Contract administrator fees | 2019-07-31 | $58,800 |
| Liabilities. Value of benefit claims payable at end of year | 2019-07-31 | $225,543 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-07-31 | $255,861 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-07-31 | $74 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-07-31 | $222 |
| Did the plan have assets held for investment | 2019-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-07-31 | Unqualified |
| Accountancy firm name | 2019-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2019-07-31 | 621802605 |
| 2018 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $285,877 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-07-31 | $252,619 |
| Total income from all sources (including contributions) | 2018-07-31 | $1,587,803 |
| Total of all expenses incurred | 2018-07-31 | $1,888,656 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-07-31 | $1,635,766 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-07-31 | $1,548,302 |
| Value of total assets at end of year | 2018-07-31 | $1,218,967 |
| Value of total assets at beginning of year | 2018-07-31 | $1,486,562 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-07-31 | $252,890 |
| Total interest from all sources | 2018-07-31 | $8,944 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-07-31 | No |
| Administrative expenses professional fees incurred | 2018-07-31 | $17,537 |
| Was this plan covered by a fidelity bond | 2018-07-31 | Yes |
| Value of fidelity bond cover | 2018-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2018-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-07-31 | No |
| Contributions received from participants | 2018-07-31 | $69,515 |
| Participant contributions at end of year | 2018-07-31 | $1,587 |
| Participant contributions at beginning of year | 2018-07-31 | $1,225 |
| Assets. Other investments not covered elsewhere at end of year | 2018-07-31 | $3,490 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-07-31 | $3,890 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-07-31 | $9,241 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-07-31 | $270,347 |
| Other income not declared elsewhere | 2018-07-31 | $30,557 |
| Administrative expenses (other) incurred | 2018-07-31 | $179,053 |
| Liabilities. Value of operating payables at end of year | 2018-07-31 | $30,016 |
| Liabilities. Value of operating payables at beginning of year | 2018-07-31 | $4,867 |
| Total non interest bearing cash at end of year | 2018-07-31 | $256,107 |
| Total non interest bearing cash at beginning of year | 2018-07-31 | $149,737 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-07-31 | No |
| Value of net income/loss | 2018-07-31 | $-300,853 |
| Value of net assets at end of year (total assets less liabilities) | 2018-07-31 | $933,090 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-07-31 | $1,233,943 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-07-31 | $788,525 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-07-31 | $959,897 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-07-31 | $959,897 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-07-31 | $8,944 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-07-31 | No |
| Contributions received in cash from employer | 2018-07-31 | $1,478,787 |
| Employer contributions (assets) at end of year | 2018-07-31 | $159,795 |
| Employer contributions (assets) at beginning of year | 2018-07-31 | $101,096 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-07-31 | $1,635,766 |
| Contract administrator fees | 2018-07-31 | $56,300 |
| Liabilities. Value of benefit claims payable at end of year | 2018-07-31 | $255,861 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-07-31 | $247,752 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-07-31 | $222 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-07-31 | $370 |
| Did the plan have assets held for investment | 2018-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-07-31 | Unqualified |
| Accountancy firm name | 2018-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2018-07-31 | 621802605 |
| 2017 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $252,619 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-07-31 | $239,822 |
| Total income from all sources (including contributions) | 2017-07-31 | $1,613,034 |
| Total of all expenses incurred | 2017-07-31 | $1,415,190 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-07-31 | $1,140,460 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-07-31 | $1,334,319 |
| Value of total assets at end of year | 2017-07-31 | $1,486,562 |
| Value of total assets at beginning of year | 2017-07-31 | $1,275,921 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-07-31 | $274,730 |
| Total interest from all sources | 2017-07-31 | $8,861 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-07-31 | No |
| Administrative expenses professional fees incurred | 2017-07-31 | $18,771 |
| Was this plan covered by a fidelity bond | 2017-07-31 | Yes |
| Value of fidelity bond cover | 2017-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2017-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-07-31 | No |
| Contributions received from participants | 2017-07-31 | $82,992 |
| Participant contributions at end of year | 2017-07-31 | $1,225 |
| Participant contributions at beginning of year | 2017-07-31 | $2,310 |
| Assets. Other investments not covered elsewhere at end of year | 2017-07-31 | $3,890 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-07-31 | $3,048 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-07-31 | $270,347 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-07-31 | $75,176 |
| Other income not declared elsewhere | 2017-07-31 | $269,854 |
| Administrative expenses (other) incurred | 2017-07-31 | $203,159 |
| Liabilities. Value of operating payables at end of year | 2017-07-31 | $4,867 |
| Liabilities. Value of operating payables at beginning of year | 2017-07-31 | $10,184 |
| Total non interest bearing cash at end of year | 2017-07-31 | $149,737 |
| Total non interest bearing cash at beginning of year | 2017-07-31 | $77,696 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
| Value of net income/loss | 2017-07-31 | $197,844 |
| Value of net assets at end of year (total assets less liabilities) | 2017-07-31 | $1,233,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-07-31 | $1,036,099 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-07-31 | $959,897 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-07-31 | $994,511 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-07-31 | $994,511 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-07-31 | $8,861 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-07-31 | No |
| Contributions received in cash from employer | 2017-07-31 | $1,251,327 |
| Employer contributions (assets) at end of year | 2017-07-31 | $101,096 |
| Employer contributions (assets) at beginning of year | 2017-07-31 | $122,662 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-07-31 | $1,140,460 |
| Contract administrator fees | 2017-07-31 | $52,800 |
| Liabilities. Value of benefit claims payable at end of year | 2017-07-31 | $247,752 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-07-31 | $229,638 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-07-31 | $370 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-07-31 | $518 |
| Did the plan have assets held for investment | 2017-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-07-31 | Unqualified |
| Accountancy firm name | 2017-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2017-07-31 | 621802605 |
| 2016 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $239,822 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $183,127 |
| Total income from all sources (including contributions) | 2016-07-31 | $1,565,886 |
| Total of all expenses incurred | 2016-07-31 | $1,813,192 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $1,558,329 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $1,325,183 |
| Value of total assets at end of year | 2016-07-31 | $1,275,921 |
| Value of total assets at beginning of year | 2016-07-31 | $1,466,532 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $254,863 |
| Total interest from all sources | 2016-07-31 | $7,443 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-07-31 | No |
| Administrative expenses professional fees incurred | 2016-07-31 | $19,280 |
| Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
| Value of fidelity bond cover | 2016-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2016-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
| Contributions received from participants | 2016-07-31 | $61,632 |
| Participant contributions at end of year | 2016-07-31 | $2,310 |
| Participant contributions at beginning of year | 2016-07-31 | $2,155 |
| Assets. Other investments not covered elsewhere at end of year | 2016-07-31 | $3,048 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-07-31 | $3,443 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-07-31 | $75,176 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-07-31 | $6,564 |
| Other income not declared elsewhere | 2016-07-31 | $233,260 |
| Administrative expenses (other) incurred | 2016-07-31 | $182,783 |
| Liabilities. Value of operating payables at end of year | 2016-07-31 | $10,184 |
| Liabilities. Value of operating payables at beginning of year | 2016-07-31 | $25,719 |
| Total non interest bearing cash at end of year | 2016-07-31 | $77,696 |
| Total non interest bearing cash at beginning of year | 2016-07-31 | $228,395 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
| Value of net income/loss | 2016-07-31 | $-247,306 |
| Value of net assets at end of year (total assets less liabilities) | 2016-07-31 | $1,036,099 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-07-31 | $1,283,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-07-31 | $994,511 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-07-31 | $1,141,201 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-07-31 | $1,141,201 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-07-31 | $7,443 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
| Contributions received in cash from employer | 2016-07-31 | $1,263,551 |
| Employer contributions (assets) at end of year | 2016-07-31 | $122,662 |
| Employer contributions (assets) at beginning of year | 2016-07-31 | $84,019 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $1,558,329 |
| Contract administrator fees | 2016-07-31 | $52,800 |
| Liabilities. Value of benefit claims payable at end of year | 2016-07-31 | $229,638 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-07-31 | $157,408 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-07-31 | $518 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-07-31 | $755 |
| Did the plan have assets held for investment | 2016-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-07-31 | Unqualified |
| Accountancy firm name | 2016-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2016-07-31 | 621802605 |
| 2015 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $183,127 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $211,437 |
| Total income from all sources (including contributions) | 2015-07-31 | $1,482,786 |
| Total of all expenses incurred | 2015-07-31 | $1,364,644 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $1,094,858 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $1,433,804 |
| Value of total assets at end of year | 2015-07-31 | $1,466,532 |
| Value of total assets at beginning of year | 2015-07-31 | $1,376,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $269,786 |
| Total interest from all sources | 2015-07-31 | $7,598 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | No |
| Administrative expenses professional fees incurred | 2015-07-31 | $18,000 |
| Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
| Value of fidelity bond cover | 2015-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2015-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
| Contributions received from participants | 2015-07-31 | $65,114 |
| Participant contributions at end of year | 2015-07-31 | $2,155 |
| Participant contributions at beginning of year | 2015-07-31 | $1,898 |
| Assets. Other investments not covered elsewhere at end of year | 2015-07-31 | $3,443 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-07-31 | $12,111 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-07-31 | $6,564 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-07-31 | $5,195 |
| Other income not declared elsewhere | 2015-07-31 | $41,384 |
| Administrative expenses (other) incurred | 2015-07-31 | $198,986 |
| Liabilities. Value of operating payables at end of year | 2015-07-31 | $25,719 |
| Liabilities. Value of operating payables at beginning of year | 2015-07-31 | $27,635 |
| Total non interest bearing cash at end of year | 2015-07-31 | $228,395 |
| Total non interest bearing cash at beginning of year | 2015-07-31 | $322,367 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
| Value of net income/loss | 2015-07-31 | $118,142 |
| Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $1,283,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $1,165,263 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-07-31 | $1,141,201 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-07-31 | $936,689 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-07-31 | $936,689 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-07-31 | $7,598 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
| Contributions received in cash from employer | 2015-07-31 | $1,368,690 |
| Employer contributions (assets) at end of year | 2015-07-31 | $84,019 |
| Employer contributions (assets) at beginning of year | 2015-07-31 | $97,359 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $1,094,858 |
| Contract administrator fees | 2015-07-31 | $52,800 |
| Liabilities. Value of benefit claims payable at end of year | 2015-07-31 | $157,408 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-07-31 | $183,802 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-07-31 | $755 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-07-31 | $1,081 |
| Did the plan have assets held for investment | 2015-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Unqualified |
| Accountancy firm name | 2015-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2015-07-31 | 621802605 |
| 2014 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-07-31 | $4,000 |
| Total unrealized appreciation/depreciation of assets | 2014-07-31 | $4,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $211,437 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $251,810 |
| Total income from all sources (including contributions) | 2014-07-31 | $1,403,388 |
| Total loss/gain on sale of assets | 2014-07-31 | $-136 |
| Total of all expenses incurred | 2014-07-31 | $1,229,560 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $1,064,083 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $1,384,218 |
| Value of total assets at end of year | 2014-07-31 | $1,376,700 |
| Value of total assets at beginning of year | 2014-07-31 | $1,243,245 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $165,477 |
| Total interest from all sources | 2014-07-31 | $9,609 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-07-31 | No |
| Assets. Real estate other than employer real property at beginning of year | 2014-07-31 | $16,000 |
| Administrative expenses professional fees incurred | 2014-07-31 | $19,825 |
| Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
| Value of fidelity bond cover | 2014-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2014-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
| Contributions received from participants | 2014-07-31 | $67,268 |
| Participant contributions at end of year | 2014-07-31 | $1,898 |
| Participant contributions at beginning of year | 2014-07-31 | $3,972 |
| Assets. Other investments not covered elsewhere at end of year | 2014-07-31 | $12,111 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-07-31 | $2,993 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-07-31 | $5,195 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-07-31 | $19,031 |
| Other income not declared elsewhere | 2014-07-31 | $5,697 |
| Administrative expenses (other) incurred | 2014-07-31 | $92,852 |
| Liabilities. Value of operating payables at end of year | 2014-07-31 | $27,635 |
| Liabilities. Value of operating payables at beginning of year | 2014-07-31 | $16,580 |
| Total non interest bearing cash at end of year | 2014-07-31 | $322,367 |
| Total non interest bearing cash at beginning of year | 2014-07-31 | $89,715 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
| Value of net income/loss | 2014-07-31 | $173,828 |
| Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $1,165,263 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $991,435 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-07-31 | $936,689 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-07-31 | $1,044,211 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-07-31 | $1,044,211 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-07-31 | $9,609 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
| Contributions received in cash from employer | 2014-07-31 | $1,316,950 |
| Employer contributions (assets) at end of year | 2014-07-31 | $97,359 |
| Employer contributions (assets) at beginning of year | 2014-07-31 | $65,916 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $1,064,083 |
| Contract administrator fees | 2014-07-31 | $52,800 |
| Liabilities. Value of benefit claims payable at end of year | 2014-07-31 | $183,802 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-07-31 | $235,230 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-07-31 | $1,081 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-07-31 | $1,407 |
| Did the plan have assets held for investment | 2014-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
| Aggregate proceeds on sale of assets | 2014-07-31 | $19,864 |
| Aggregate carrying amount (costs) on sale of assets | 2014-07-31 | $20,000 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Unqualified |
| Accountancy firm name | 2014-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2014-07-31 | 621802605 |
| 2013 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-07-31 | $-2,500 |
| Total unrealized appreciation/depreciation of assets | 2013-07-31 | $-2,500 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $251,810 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $514,255 |
| Total income from all sources (including contributions) | 2013-07-31 | $1,311,306 |
| Total of all expenses incurred | 2013-07-31 | $1,303,600 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $1,143,768 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-07-31 | $1,285,586 |
| Value of total assets at end of year | 2013-07-31 | $1,243,245 |
| Value of total assets at beginning of year | 2013-07-31 | $1,497,984 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $159,832 |
| Total interest from all sources | 2013-07-31 | $15,907 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-07-31 | No |
| Assets. Real estate other than employer real property at end of year | 2013-07-31 | $16,000 |
| Assets. Real estate other than employer real property at beginning of year | 2013-07-31 | $18,500 |
| Administrative expenses professional fees incurred | 2013-07-31 | $17,040 |
| Was this plan covered by a fidelity bond | 2013-07-31 | Yes |
| Value of fidelity bond cover | 2013-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2013-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-07-31 | No |
| Contributions received from participants | 2013-07-31 | $71,845 |
| Participant contributions at end of year | 2013-07-31 | $3,972 |
| Participant contributions at beginning of year | 2013-07-31 | $2,588 |
| Assets. Other investments not covered elsewhere at end of year | 2013-07-31 | $2,993 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-07-31 | $3,337 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-07-31 | $19,031 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-07-31 | $19,884 |
| Other income not declared elsewhere | 2013-07-31 | $12,313 |
| Administrative expenses (other) incurred | 2013-07-31 | $91,992 |
| Liabilities. Value of operating payables at end of year | 2013-07-31 | $16,580 |
| Liabilities. Value of operating payables at beginning of year | 2013-07-31 | $12,980 |
| Total non interest bearing cash at end of year | 2013-07-31 | $89,715 |
| Total non interest bearing cash at beginning of year | 2013-07-31 | $57,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
| Value of net income/loss | 2013-07-31 | $7,706 |
| Value of net assets at end of year (total assets less liabilities) | 2013-07-31 | $991,435 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-07-31 | $983,729 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-07-31 | $1,044,211 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-07-31 | $1,290,273 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-07-31 | $1,290,273 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-07-31 | $15,907 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-07-31 | No |
| Contributions received in cash from employer | 2013-07-31 | $1,213,741 |
| Employer contributions (assets) at end of year | 2013-07-31 | $65,916 |
| Employer contributions (assets) at beginning of year | 2013-07-31 | $105,460 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-07-31 | $1,143,768 |
| Contract administrator fees | 2013-07-31 | $50,800 |
| Liabilities. Value of benefit claims payable at end of year | 2013-07-31 | $235,230 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-07-31 | $501,275 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-07-31 | $1,407 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-07-31 | $679 |
| Did the plan have assets held for investment | 2013-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-07-31 | Unqualified |
| Accountancy firm name | 2013-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2013-07-31 | 621802605 |
| 2012 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-07-31 | $-1,500 |
| Total unrealized appreciation/depreciation of assets | 2012-07-31 | $-1,500 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $514,255 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $224,073 |
| Total income from all sources (including contributions) | 2012-07-31 | $1,410,394 |
| Total of all expenses incurred | 2012-07-31 | $1,967,571 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $1,815,504 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-31 | $1,385,134 |
| Value of total assets at end of year | 2012-07-31 | $1,497,984 |
| Value of total assets at beginning of year | 2012-07-31 | $1,764,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $152,067 |
| Total interest from all sources | 2012-07-31 | $25,178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-07-31 | No |
| Assets. Real estate other than employer real property at end of year | 2012-07-31 | $18,500 |
| Assets. Real estate other than employer real property at beginning of year | 2012-07-31 | $20,000 |
| Administrative expenses professional fees incurred | 2012-07-31 | $17,025 |
| Was this plan covered by a fidelity bond | 2012-07-31 | Yes |
| Value of fidelity bond cover | 2012-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2012-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-07-31 | No |
| Contributions received from participants | 2012-07-31 | $76,256 |
| Participant contributions at end of year | 2012-07-31 | $2,588 |
| Assets. Other investments not covered elsewhere at end of year | 2012-07-31 | $3,337 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-07-31 | $3,676 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-07-31 | $19,884 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-07-31 | $23,277 |
| Other income not declared elsewhere | 2012-07-31 | $1,582 |
| Administrative expenses (other) incurred | 2012-07-31 | $87,042 |
| Liabilities. Value of operating payables at end of year | 2012-07-31 | $12,980 |
| Liabilities. Value of operating payables at beginning of year | 2012-07-31 | $17,949 |
| Total non interest bearing cash at end of year | 2012-07-31 | $57,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
| Value of net income/loss | 2012-07-31 | $-557,177 |
| Value of net assets at end of year (total assets less liabilities) | 2012-07-31 | $983,729 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-07-31 | $1,540,906 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-07-31 | $1,290,273 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-07-31 | $1,630,174 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-07-31 | $1,630,174 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-07-31 | $25,178 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-07-31 | No |
| Contributions received in cash from employer | 2012-07-31 | $1,308,878 |
| Employer contributions (assets) at end of year | 2012-07-31 | $105,460 |
| Employer contributions (assets) at beginning of year | 2012-07-31 | $86,885 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $1,815,504 |
| Contract administrator fees | 2012-07-31 | $48,000 |
| Liabilities. Value of benefit claims payable at end of year | 2012-07-31 | $501,275 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-07-31 | $206,124 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-07-31 | $679 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-07-31 | $967 |
| Did the plan have assets held for investment | 2012-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-07-31 | Unqualified |
| Accountancy firm name | 2012-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2012-07-31 | 621802605 |
| 2011 : UA LOCAL 177 PLUMBERS & STEAMFITTERS HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $224,073 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $213,737 |
| Total income from all sources (including contributions) | 2011-07-31 | $1,297,509 |
| Total of all expenses incurred | 2011-07-31 | $1,146,016 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $998,224 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $1,268,735 |
| Value of total assets at end of year | 2011-07-31 | $1,764,979 |
| Value of total assets at beginning of year | 2011-07-31 | $1,603,150 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $147,792 |
| Total interest from all sources | 2011-07-31 | $27,433 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-07-31 | No |
| Assets. Real estate other than employer real property at end of year | 2011-07-31 | $20,000 |
| Assets. Real estate other than employer real property at beginning of year | 2011-07-31 | $20,000 |
| Administrative expenses professional fees incurred | 2011-07-31 | $19,600 |
| Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
| Value of fidelity bond cover | 2011-07-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2011-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
| Contributions received from participants | 2011-07-31 | $72,810 |
| Participant contributions at beginning of year | 2011-07-31 | $6,156 |
| Assets. Other investments not covered elsewhere at end of year | 2011-07-31 | $3,676 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-07-31 | $3,039 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-07-31 | $23,277 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-07-31 | $17,136 |
| Other income not declared elsewhere | 2011-07-31 | $1,341 |
| Administrative expenses (other) incurred | 2011-07-31 | $80,192 |
| Liabilities. Value of operating payables at end of year | 2011-07-31 | $17,949 |
| Liabilities. Value of operating payables at beginning of year | 2011-07-31 | $11,563 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
| Value of net income/loss | 2011-07-31 | $151,493 |
| Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $1,540,906 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $1,389,413 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-07-31 | $1,630,174 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-07-31 | $1,492,026 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-07-31 | $1,492,026 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-07-31 | $27,433 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
| Contributions received in cash from employer | 2011-07-31 | $1,195,925 |
| Employer contributions (assets) at end of year | 2011-07-31 | $86,885 |
| Employer contributions (assets) at beginning of year | 2011-07-31 | $64,317 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $998,224 |
| Contract administrator fees | 2011-07-31 | $48,000 |
| Liabilities. Value of benefit claims payable at end of year | 2011-07-31 | $206,124 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-07-31 | $202,174 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-07-31 | $967 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-07-31 | $476 |
| Did the plan have assets held for investment | 2011-07-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Unqualified |
| Accountancy firm name | 2011-07-31 | DANIELS, IRWIN & AYLOR |
| Accountancy firm EIN | 2011-07-31 | 621802605 |
