TRUSTEES PLUMBERS & FITTERS LOCAL UNION 295 PENSION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN
401k plan membership statisitcs for PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 41,221,938 |
| Acturial value of assets for funding standard account | 2022-12-31 | 41,221,938 |
| Accrued liability for plan using immediate gains methods | 2022-12-31 | 37,800,175 |
| Accrued liability under unit credit cost method | 2022-12-31 | 34,783,366 |
| RPA 94 current liability | 2022-12-31 | 67,502,979 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 6,746,114 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 0 |
| Expected plan disbursements for the plan year | 2022-12-31 | 2,143,499 |
| Current value of assets | 2022-12-31 | 41,221,938 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 249 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 32,522,181 |
| Number of terminated vested participants | 2022-12-31 | 119 |
| Current liability for terminated vested participants | 2022-12-31 | 6,382,692 |
| Current liability for active participants non vested benefits | 2022-12-31 | 0 |
| Current liability for active participants vested benefits | 2022-12-31 | 28,598,106 |
| Total number of active articipats | 2022-12-31 | 359 |
| Current liability for active participants | 2022-12-31 | 28,598,106 |
| Total participant count with liabilities | 2022-12-31 | 727 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 67,502,979 |
| Total employer contributions in plan year | 2022-12-31 | 2,389,973 |
| Total employee contributions in plan year | 2022-12-31 | 0 |
| Prior year funding deficiency | 2022-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 1,298,691 |
| Prior year credit balance | 2022-12-31 | 4,906,358 |
| Amortization credits as of valuation date | 2022-12-31 | 1,551,948 |
| Total participants, beginning-of-year | 2022-01-01 | 595 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 259 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 191 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 70 |
| Total of all active and inactive participants | 2022-01-01 | 520 |
| Total participants | 2022-01-01 | 520 |
| Number of employers contributing to the scheme | 2022-01-01 | 28 |
| 2021: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 33,760,404 |
| Acturial value of assets for funding standard account | 2021-12-31 | 33,760,404 |
| Accrued liability for plan using immediate gains methods | 2021-12-31 | 34,654,558 |
| Accrued liability under unit credit cost method | 2021-12-31 | 31,652,776 |
| RPA 94 current liability | 2021-12-31 | 58,489,101 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 4,427,809 |
| Expected plan disbursements for the plan year | 2021-12-31 | 1,840,605 |
| Current value of assets | 2021-12-31 | 33,760,404 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 245 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 28,777,529 |
| Number of terminated vested participants | 2021-12-31 | 96 |
| Current liability for terminated vested participants | 2021-12-31 | 6,319,540 |
| Current liability for active participants non vested benefits | 2021-12-31 | 2,824,141 |
| Current liability for active participants vested benefits | 2021-12-31 | 20,567,891 |
| Total number of active articipats | 2021-12-31 | 359 |
| Current liability for active participants | 2021-12-31 | 23,392,032 |
| Total participant count with liabilities | 2021-12-31 | 700 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 58,489,101 |
| Total employer contributions in plan year | 2021-12-31 | 2,162,291 |
| Total employee contributions in plan year | 2021-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 1,237,133 |
| Prior year credit balance | 2021-12-31 | 4,784,914 |
| Amortization credits as of valuation date | 2021-12-31 | 1,266,708 |
| Total participants, beginning-of-year | 2021-01-01 | 598 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 285 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 191 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 71 |
| Total of all active and inactive participants | 2021-01-01 | 547 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 48 |
| Total participants | 2021-01-01 | 595 |
| Number of employers contributing to the scheme | 2021-01-01 | 28 |
| 2020: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 29,621,971 |
| Acturial value of assets for funding standard account | 2020-12-31 | 29,621,971 |
| Accrued liability for plan using immediate gains methods | 2020-12-31 | 32,927,435 |
| Accrued liability under unit credit cost method | 2020-12-31 | 29,533,727 |
| RPA 94 current liability | 2020-12-31 | 50,204,114 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 4,202,793 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 0 |
| Expected plan disbursements for the plan year | 2020-12-31 | 1,810,829 |
| Current value of assets | 2020-12-31 | 29,621,971 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 243 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 25,710,847 |
| Number of terminated vested participants | 2020-12-31 | 94 |
| Current liability for terminated vested participants | 2020-12-31 | 5,863,639 |
| Current liability for active participants non vested benefits | 2020-12-31 | 2,172,459 |
| Current liability for active participants vested benefits | 2020-12-31 | 16,457,169 |
| Total number of active articipats | 2020-12-31 | 309 |
| Current liability for active participants | 2020-12-31 | 18,629,628 |
| Total participant count with liabilities | 2020-12-31 | 646 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 50,204,114 |
| Total employer contributions in plan year | 2020-12-31 | 2,475,399 |
| Total employee contributions in plan year | 2020-12-31 | 0 |
| Prior year funding deficiency | 2020-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 905,278 |
| Prior year credit balance | 2020-12-31 | 3,880,140 |
| Amortization credits as of valuation date | 2020-12-31 | 1,448,930 |
| Total participants, beginning-of-year | 2020-01-01 | 554 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 280 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 189 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 80 |
| Total of all active and inactive participants | 2020-01-01 | 549 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 49 |
| Total participants | 2020-01-01 | 598 |
| Number of employers contributing to the scheme | 2020-01-01 | 25 |
| 2019: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 25,225,864 |
| Acturial value of assets for funding standard account | 2019-12-31 | 25,225,864 |
| Accrued liability for plan using immediate gains methods | 2019-12-31 | 30,535,897 |
| Accrued liability under unit credit cost method | 2019-12-31 | 28,872,287 |
| RPA 94 current liability | 2019-12-31 | 47,453,777 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 2,205,077 |
| Expected plan disbursements for the plan year | 2019-12-31 | 1,769,380 |
| Current value of assets | 2019-12-31 | 25,225,864 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 240 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 24,941,278 |
| Number of terminated vested participants | 2019-12-31 | 86 |
| Current liability for terminated vested participants | 2019-12-31 | 4,197,823 |
| Current liability for active participants non vested benefits | 2019-12-31 | 2,008,258 |
| Current liability for active participants vested benefits | 2019-12-31 | 16,306,418 |
| Total number of active articipats | 2019-12-31 | 308 |
| Current liability for active participants | 2019-12-31 | 18,314,676 |
| Total participant count with liabilities | 2019-12-31 | 634 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 47,453,777 |
| Total employer contributions in plan year | 2019-12-31 | 1,889,739 |
| Total employee contributions in plan year | 2019-12-31 | 0 |
| Prior year funding deficiency | 2019-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 700,581 |
| Prior year credit balance | 2019-12-31 | 3,769,997 |
| Amortization credits as of valuation date | 2019-12-31 | 1,198,813 |
| Total participants, beginning-of-year | 2019-01-01 | 563 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 236 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 196 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 69 |
| Total of all active and inactive participants | 2019-01-01 | 501 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 53 |
| Total participants | 2019-01-01 | 554 |
| Number of employers contributing to the scheme | 2019-01-01 | 29 |
| 2018: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 26,374,641 |
| Acturial value of assets for funding standard account | 2018-12-31 | 26,374,641 |
| Accrued liability for plan using immediate gains methods | 2018-12-31 | 28,770,435 |
| Accrued liability under unit credit cost method | 2018-12-31 | 26,492,993 |
| RPA 94 current liability | 2018-12-31 | 42,456,002 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 2,268,937 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 0 |
| Expected plan disbursements for the plan year | 2018-12-31 | 1,714,218 |
| Current value of assets | 2018-12-31 | 26,374,641 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 237 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 22,417,355 |
| Number of terminated vested participants | 2018-12-31 | 50 |
| Current liability for terminated vested participants | 2018-12-31 | 4,102,144 |
| Current liability for active participants non vested benefits | 2018-12-31 | 1,425,106 |
| Current liability for active participants vested benefits | 2018-12-31 | 14,511,397 |
| Total number of active articipats | 2018-12-31 | 341 |
| Current liability for active participants | 2018-12-31 | 15,936,503 |
| Total participant count with liabilities | 2018-12-31 | 628 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 42,456,002 |
| Total employer contributions in plan year | 2018-12-31 | 1,516,030 |
| Total employee contributions in plan year | 2018-12-31 | 0 |
| Prior year funding deficiency | 2018-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 708,990 |
| Prior year credit balance | 2018-12-31 | 3,607,988 |
| Amortization credits as of valuation date | 2018-12-31 | 1,249,082 |
| Total participants, beginning-of-year | 2018-01-01 | 386 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 243 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 189 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 78 |
| Total of all active and inactive participants | 2018-01-01 | 510 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 53 |
| Total participants | 2018-01-01 | 563 |
| Number of employers contributing to the scheme | 2018-01-01 | 25 |
| 2017: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 22,903,241 |
| Acturial value of assets for funding standard account | 2017-12-31 | 22,903,241 |
| Accrued liability for plan using immediate gains methods | 2017-12-31 | 27,758,153 |
| Accrued liability under unit credit cost method | 2017-12-31 | 25,356,204 |
| RPA 94 current liability | 2017-12-31 | 39,961,318 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 1,600,878 |
| Expected plan disbursements for the plan year | 2017-12-31 | 1,632,856 |
| Current value of assets | 2017-12-31 | 22,903,241 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 237 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 21,277,047 |
| Number of terminated vested participants | 2017-12-31 | 56 |
| Current liability for terminated vested participants | 2017-12-31 | 4,001,061 |
| Current liability for active participants non vested benefits | 2017-12-31 | 943,505 |
| Current liability for active participants vested benefits | 2017-12-31 | 13,739,705 |
| Total number of active articipats | 2017-12-31 | 274 |
| Current liability for active participants | 2017-12-31 | 14,683,210 |
| Total participant count with liabilities | 2017-12-31 | 567 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 39,961,318 |
| Total employer contributions in plan year | 2017-12-31 | 1,578,979 |
| Total employee contributions in plan year | 2017-12-31 | 0 |
| Prior year funding deficiency | 2017-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 322,637 |
| Prior year credit balance | 2017-12-31 | 3,438,466 |
| Amortization credits as of valuation date | 2017-12-31 | 1,062,493 |
| Total participants, beginning-of-year | 2017-01-01 | 520 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 180 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 80 |
| Total of all active and inactive participants | 2017-01-01 | 332 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 54 |
| Total participants | 2017-01-01 | 386 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 15 |
| Number of employers contributing to the scheme | 2017-01-01 | 24 |
| 2016: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 21,855,358 |
| Acturial value of assets for funding standard account | 2016-12-31 | 21,855,358 |
| Accrued liability for plan using immediate gains methods | 2016-12-31 | 26,552,843 |
| Accrued liability under unit credit cost method | 2016-12-31 | 24,548,107 |
| RPA 94 current liability | 2016-12-31 | 37,445,735 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 1,458,637 |
| Expected plan disbursements for the plan year | 2016-12-31 | 1,600,366 |
| Current value of assets | 2016-12-31 | 21,855,358 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 229 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 20,378,498 |
| Number of terminated vested participants | 2016-12-31 | 65 |
| Current liability for terminated vested participants | 2016-12-31 | 4,338,594 |
| Current liability for active participants non vested benefits | 2016-12-31 | 953,859 |
| Current liability for active participants vested benefits | 2016-12-31 | 11,774,784 |
| Total number of active articipats | 2016-12-31 | 264 |
| Current liability for active participants | 2016-12-31 | 12,728,643 |
| Total participant count with liabilities | 2016-12-31 | 558 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 37,445,735 |
| Total employer contributions in plan year | 2016-12-31 | 1,142,732 |
| Total employee contributions in plan year | 2016-12-31 | 0 |
| Prior year funding deficiency | 2016-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 487,354 |
| Prior year credit balance | 2016-12-31 | 3,843,819 |
| Amortization credits as of valuation date | 2016-12-31 | 1,260,008 |
| Total participants, beginning-of-year | 2016-01-01 | 503 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 203 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 180 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 80 |
| Total of all active and inactive participants | 2016-01-01 | 463 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 57 |
| Total participants | 2016-01-01 | 520 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 18 |
| Number of employers contributing to the scheme | 2016-01-01 | 25 |
| 2015: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 22,258,897 |
| Acturial value of assets for funding standard account | 2015-12-31 | 22,258,897 |
| Accrued liability for plan using immediate gains methods | 2015-12-31 | 26,547,804 |
| Accrued liability under unit credit cost method | 2015-12-31 | 24,531,229 |
| RPA 94 current liability | 2015-12-31 | 36,155,668 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 1,995,506 |
| Expected plan disbursements for the plan year | 2015-12-31 | 1,555,708 |
| Current value of assets | 2015-12-31 | 22,258,897 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 218 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 18,507,525 |
| Number of terminated vested participants | 2015-12-31 | 71 |
| Current liability for terminated vested participants | 2015-12-31 | 4,820,647 |
| Current liability for active participants non vested benefits | 2015-12-31 | 946,594 |
| Current liability for active participants vested benefits | 2015-12-31 | 11,880,902 |
| Total number of active articipats | 2015-12-31 | 283 |
| Current liability for active participants | 2015-12-31 | 12,827,496 |
| Total participant count with liabilities | 2015-12-31 | 572 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 36,155,668 |
| Total employer contributions in plan year | 2015-12-31 | 1,014,769 |
| Total employee contributions in plan year | 2015-12-31 | 0 |
| Prior year funding deficiency | 2015-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 500,134 |
| Prior year credit balance | 2015-12-31 | 4,436,800 |
| Amortization credits as of valuation date | 2015-12-31 | 1,264,812 |
| Total participants, beginning-of-year | 2015-01-01 | 507 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 188 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 173 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 86 |
| Total of all active and inactive participants | 2015-01-01 | 447 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 56 |
| Total participants | 2015-01-01 | 503 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 23 |
| Number of employers contributing to the scheme | 2015-01-01 | 24 |
| 2014: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 21,053,884 |
| Acturial value of assets for funding standard account | 2014-12-31 | 21,053,884 |
| Accrued liability for plan using immediate gains methods | 2014-12-31 | 25,177,302 |
| Accrued liability under unit credit cost method | 2014-12-31 | 23,393,570 |
| RPA 94 current liability | 2014-12-31 | 34,498,370 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 1,187,683 |
| Expected release from RPA 94 current liability for plan year | 2014-12-31 | 0 |
| Expected plan disbursements for the plan year | 2014-12-31 | 1,451,566 |
| Current value of assets | 2014-12-31 | 21,053,884 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 211 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 17,355,472 |
| Number of terminated vested participants | 2014-12-31 | 82 |
| Current liability for terminated vested participants | 2014-12-31 | 5,462,571 |
| Current liability for active participants non vested benefits | 2014-12-31 | 943,048 |
| Current liability for active participants vested benefits | 2014-12-31 | 10,737,279 |
| Total number of active articipats | 2014-12-31 | 265 |
| Current liability for active participants | 2014-12-31 | 11,680,327 |
| Total participant count with liabilities | 2014-12-31 | 558 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 34,498,370 |
| Total employer contributions in plan year | 2014-12-31 | 1,052,051 |
| Total employee contributions in plan year | 2014-12-31 | 0 |
| Prior year funding deficiency | 2014-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 378,299 |
| Prior year credit balance | 2014-12-31 | 4,708,739 |
| Amortization credits as of valuation date | 2014-12-31 | 1,295,902 |
| Total participants, beginning-of-year | 2014-01-01 | 483 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 198 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 169 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 91 |
| Total of all active and inactive participants | 2014-01-01 | 458 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 49 |
| Total participants | 2014-01-01 | 507 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 17 |
| Number of employers contributing to the scheme | 2014-01-01 | 22 |
| 2013: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 18,393,590 |
| Acturial value of assets for funding standard account | 2013-12-31 | 18,393,590 |
| Accrued liability for plan using immediate gains methods | 2013-12-31 | 21,728,411 |
| Accrued liability under unit credit cost method | 2013-12-31 | 21,728,411 |
| RPA 94 current liability | 2013-12-31 | 32,487,362 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 1,013,190 |
| Expected plan disbursements for the plan year | 2013-12-31 | 1,422,150 |
| Current value of assets | 2013-12-31 | 18,393,590 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 211 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 16,712,172 |
| Number of terminated vested participants | 2013-12-31 | 94 |
| Current liability for terminated vested participants | 2013-12-31 | 5,584,132 |
| Current liability for active participants non vested benefits | 2013-12-31 | 1,062,773 |
| Current liability for active participants vested benefits | 2013-12-31 | 9,128,285 |
| Total number of active articipats | 2013-12-31 | 270 |
| Current liability for active participants | 2013-12-31 | 10,191,058 |
| Total participant count with liabilities | 2013-12-31 | 575 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 32,487,362 |
| Total employer contributions in plan year | 2013-12-31 | 908,592 |
| Total employee contributions in plan year | 2013-12-31 | 0 |
| Prior year funding deficiency | 2013-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 539,116 |
| Prior year credit balance | 2013-12-31 | 4,759,695 |
| Amortization credits as of valuation date | 2013-12-31 | 985,246 |
| Total participants, beginning-of-year | 2013-01-01 | 483 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 170 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 160 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 103 |
| Total of all active and inactive participants | 2013-01-01 | 433 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 50 |
| Total participants | 2013-01-01 | 483 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 23 |
| Number of employers contributing to the scheme | 2013-01-01 | 22 |
| 2012: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 501 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 166 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 164 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 108 |
| Total of all active and inactive participants | 2012-01-01 | 438 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 45 |
| Total participants | 2012-01-01 | 483 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 40 |
| Number of employers contributing to the scheme | 2012-01-01 | 19 |
| 2011: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 528 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 190 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 162 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 106 |
| Total of all active and inactive participants | 2011-01-01 | 458 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 43 |
| Total participants | 2011-01-01 | 501 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 53 |
| Number of employers contributing to the scheme | 2011-01-01 | 23 |
| 2010: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 498 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 205 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 157 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 123 |
| Total of all active and inactive participants | 2010-01-01 | 485 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 43 |
| Total participants | 2010-01-01 | 528 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 73 |
| Number of employers contributing to the scheme | 2010-01-01 | 24 |
| 2009: PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 519 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 199 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 162 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 93 |
| Total of all active and inactive participants | 2009-01-01 | 454 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 44 |
| Total participants | 2009-01-01 | 498 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 30 |
| Number of employers contributing to the scheme | 2009-01-01 | 24 |
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $-3,630,392 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-3,630,392 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $295,560 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $134,406 |
| Total income from all sources (including contributions) | 2022-12-31 | $-4,623,729 |
| Total loss/gain on sale of assets | 2022-12-31 | $-3,715,411 |
| Total of all expenses incurred | 2022-12-31 | $4,012,574 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,384,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,430,524 |
| Value of total assets at end of year | 2022-12-31 | $49,685,299 |
| Value of total assets at beginning of year | 2022-12-31 | $58,160,448 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $628,253 |
| Total interest from all sources | 2022-12-31 | $418,173 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $768,030 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $298,575 |
| Administrative expenses professional fees incurred | 2022-12-31 | $59,617 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $509,947 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $540,117 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $244,677 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $44,035 |
| Administrative expenses (other) incurred | 2022-12-31 | $62,513 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $50,883 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $90,371 |
| Total non interest bearing cash at end of year | 2022-12-31 | $259,383 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $114,686 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-8,636,303 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $49,389,739 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $58,026,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $1,020,962 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $4,276,714 |
| Investment advisory and management fees | 2022-12-31 | $426,623 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,726,514 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,442,985 |
| Interest earned on other investments | 2022-12-31 | $238,235 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $160,121 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $13,581 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $93,897 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,042,589 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,901,737 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,901,737 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $19,817 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,903,454 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $8,801 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $3,430,524 |
| Income. Dividends from common stock | 2022-12-31 | $469,455 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,384,321 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $191 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $2,260,271 |
| Contract administrator fees | 2022-12-31 | $79,500 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $38,112,132 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $42,530,041 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $28,730,108 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $32,445,519 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2022-12-31 | 611436956 |
| 2021 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $8,333,351 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $8,333,351 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $134,406 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $92,693 |
| Total income from all sources (including contributions) | 2021-12-31 | $14,282,820 |
| Total loss/gain on sale of assets | 2021-12-31 | $1,627,160 |
| Total of all expenses incurred | 2021-12-31 | $2,775,833 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,200,543 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,763,445 |
| Value of total assets at end of year | 2021-12-31 | $58,160,448 |
| Value of total assets at beginning of year | 2021-12-31 | $46,611,748 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $575,290 |
| Total interest from all sources | 2021-12-31 | $460,217 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $752,943 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $324,440 |
| Administrative expenses professional fees incurred | 2021-12-31 | $61,215 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $540,117 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $849,279 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $44,035 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $43,456 |
| Administrative expenses (other) incurred | 2021-12-31 | $52,318 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $90,371 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $49,237 |
| Total non interest bearing cash at end of year | 2021-12-31 | $114,686 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $239,580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $11,506,987 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $58,026,042 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,519,055 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $4,276,714 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $3,476,557 |
| Investment advisory and management fees | 2021-12-31 | $382,257 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,442,985 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,957,519 |
| Interest earned on other investments | 2021-12-31 | $300,436 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $159,455 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $93,897 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $435,576 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,901,737 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,027,418 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,027,418 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $326 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-618,153 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $-36,143 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,763,445 |
| Income. Dividends from common stock | 2021-12-31 | $428,503 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,200,543 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $2,260,271 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $2,419,648 |
| Contract administrator fees | 2021-12-31 | $79,500 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $42,530,041 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $29,206,171 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $27,682,013 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $26,054,853 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2021-12-31 | 611436956 |
| 2020 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $3,090,732 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $3,090,732 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $92,693 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $76,793 |
| Total income from all sources (including contributions) | 2020-12-31 | $9,451,132 |
| Total loss/gain on sale of assets | 2020-12-31 | $1,204,116 |
| Total of all expenses incurred | 2020-12-31 | $2,812,254 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,336,572 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,643,274 |
| Value of total assets at end of year | 2020-12-31 | $46,611,748 |
| Value of total assets at beginning of year | 2020-12-31 | $39,956,970 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $475,682 |
| Total interest from all sources | 2020-12-31 | $321,634 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $814,376 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $454,102 |
| Administrative expenses professional fees incurred | 2020-12-31 | $49,672 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $525,000 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $849,279 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $477,073 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $43,456 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $44,024 |
| Administrative expenses (other) incurred | 2020-12-31 | $42,702 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $49,237 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $32,769 |
| Total non interest bearing cash at end of year | 2020-12-31 | $239,580 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $238,965 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $6,638,878 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $46,519,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $39,880,177 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $3,476,557 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $3,349,744 |
| Investment advisory and management fees | 2020-12-31 | $303,808 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,957,519 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,964,589 |
| Interest earned on other investments | 2020-12-31 | $180,302 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $138,455 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $435,576 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $642,285 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,027,418 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,802,671 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,802,671 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,877 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $516,679 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $-139,679 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,643,274 |
| Income. Dividends from common stock | 2020-12-31 | $360,274 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,336,572 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $2,419,648 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $1,276,720 |
| Contract administrator fees | 2020-12-31 | $79,500 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $29,206,171 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $24,679,923 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $21,175,360 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $19,971,244 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2020-12-31 | 611436956 |
| 2019 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $4,029,313 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $4,029,313 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $76,793 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $224,109 |
| Total income from all sources (including contributions) | 2019-12-31 | $9,077,965 |
| Total loss/gain on sale of assets | 2019-12-31 | $1,087,785 |
| Total of all expenses incurred | 2019-12-31 | $2,571,752 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,106,444 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,577,527 |
| Value of total assets at end of year | 2019-12-31 | $39,956,970 |
| Value of total assets at beginning of year | 2019-12-31 | $33,598,073 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $465,308 |
| Total interest from all sources | 2019-12-31 | $213,234 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $695,693 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $320,419 |
| Administrative expenses professional fees incurred | 2019-12-31 | $50,595 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $525,000 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $700,000 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $477,073 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $474,206 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $44,024 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $177,481 |
| Administrative expenses (other) incurred | 2019-12-31 | $49,836 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $32,769 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $46,628 |
| Total non interest bearing cash at end of year | 2019-12-31 | $238,965 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $283,028 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $6,506,213 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $39,880,177 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,373,964 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $3,349,744 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $2,291,245 |
| Investment advisory and management fees | 2019-12-31 | $285,236 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,964,589 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,002,442 |
| Interest earned on other investments | 2019-12-31 | $123,106 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $78,326 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $642,285 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,280,636 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,802,671 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,312,202 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,312,202 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $11,802 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $647,392 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $-172,979 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $2,577,527 |
| Income. Dividends from preferred stock | 2019-12-31 | $28,358 |
| Income. Dividends from common stock | 2019-12-31 | $346,916 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,106,444 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $1,276,720 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $1,256,370 |
| Contract administrator fees | 2019-12-31 | $79,641 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $24,679,923 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $18,997,944 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $17,066,002 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $15,978,217 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2019-12-31 | 611436956 |
| 2018 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $-1,073,287 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,073,287 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $224,109 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $14,400 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,340,705 |
| Total loss/gain on sale of assets | 2018-12-31 | $-2,950,685 |
| Total of all expenses incurred | 2018-12-31 | $2,468,797 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,035,250 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,073,644 |
| Value of total assets at end of year | 2018-12-31 | $33,598,073 |
| Value of total assets at beginning of year | 2018-12-31 | $34,516,456 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $433,547 |
| Total interest from all sources | 2018-12-31 | $83,523 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,101,885 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $371,223 |
| Administrative expenses professional fees incurred | 2018-12-31 | $46,394 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $700,000 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $1,571,750 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $9,450 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $474,206 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $21,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $177,481 |
| Other income not declared elsewhere | 2018-12-31 | $314,342 |
| Administrative expenses (other) incurred | 2018-12-31 | $48,213 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $46,628 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $14,400 |
| Total non interest bearing cash at end of year | 2018-12-31 | $283,028 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1,097,708 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,128,092 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $33,373,964 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $34,502,056 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $2,291,245 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $1,146,960 |
| Investment advisory and management fees | 2018-12-31 | $259,440 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,002,442 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,294,341 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $71,385 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,280,636 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,337,299 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,312,202 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $847,839 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $847,839 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $12,138 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $1,834,507 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-43,224 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $2,073,644 |
| Income. Dividends from preferred stock | 2018-12-31 | $44,318 |
| Income. Dividends from common stock | 2018-12-31 | $686,344 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,035,250 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $357 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $1,256,370 |
| Contract administrator fees | 2018-12-31 | $79,500 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $18,997,944 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $22,188,864 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $16,935,137 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $19,885,822 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2018-12-31 | 611436956 |
| 2017 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,861,992 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,861,992 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $14,400 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $488,416 |
| Total income from all sources (including contributions) | 2017-12-31 | $7,379,110 |
| Total loss/gain on sale of assets | 2017-12-31 | $1,346,268 |
| Total of all expenses incurred | 2017-12-31 | $2,148,789 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,744,986 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,466,618 |
| Value of total assets at end of year | 2017-12-31 | $34,516,456 |
| Value of total assets at beginning of year | 2017-12-31 | $29,760,151 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $403,803 |
| Total interest from all sources | 2017-12-31 | $4,050 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $651,136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $295,360 |
| Administrative expenses professional fees incurred | 2017-12-31 | $54,664 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $1,571,750 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $767,250 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $9,450 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $21,888 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $675,331 |
| Other income not declared elsewhere | 2017-12-31 | $310 |
| Administrative expenses (other) incurred | 2017-12-31 | $48,565 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $14,400 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $488,416 |
| Total non interest bearing cash at end of year | 2017-12-31 | $1,097,708 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $610,412 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $5,230,321 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $34,502,056 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,271,735 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $1,146,960 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $1,008,973 |
| Investment advisory and management fees | 2017-12-31 | $218,666 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,294,341 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,644,031 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $8 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,337,299 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,572,927 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $847,839 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $477,943 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $477,943 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,042 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $-18,936 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $67,672 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $2,466,618 |
| Income. Dividends from preferred stock | 2017-12-31 | $57,751 |
| Income. Dividends from common stock | 2017-12-31 | $298,025 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,744,986 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $357 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $346 |
| Contract administrator fees | 2017-12-31 | $81,908 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $22,188,864 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $17,002,938 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $15,830,932 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $14,484,664 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | BMJ CPA PLC |
| Accountancy firm EIN | 2017-12-31 | 453414091 |
| 2016 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $454,591 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $454,591 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $488,416 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $29,595 |
| Total income from all sources (including contributions) | 2016-12-31 | $4,082,048 |
| Total loss/gain on sale of assets | 2016-12-31 | $1,177,624 |
| Total of all expenses incurred | 2016-12-31 | $2,383,784 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,978,719 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,639,130 |
| Value of total assets at end of year | 2016-12-31 | $29,760,151 |
| Value of total assets at beginning of year | 2016-12-31 | $27,603,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $405,065 |
| Total interest from all sources | 2016-12-31 | $989 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $762,905 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $452,912 |
| Administrative expenses professional fees incurred | 2016-12-31 | $48,395 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $767,250 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $552,250 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $675,331 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $26,807 |
| Other income not declared elsewhere | 2016-12-31 | $670 |
| Administrative expenses (other) incurred | 2016-12-31 | $48,027 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $488,416 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $29,595 |
| Total non interest bearing cash at end of year | 2016-12-31 | $610,412 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $391,056 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,698,264 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,271,735 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,573,471 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $1,008,973 |
| Investment advisory and management fees | 2016-12-31 | $224,983 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,644,031 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,720,132 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $4 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,572,927 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,528,069 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $477,943 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,026,572 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,026,572 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $985 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $61,740 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $-15,601 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,639,130 |
| Income. Dividends from preferred stock | 2016-12-31 | $5,302 |
| Income. Dividends from common stock | 2016-12-31 | $304,691 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,978,719 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $346 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $360 |
| Contract administrator fees | 2016-12-31 | $83,660 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $17,002,938 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $15,357,820 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $19,905,968 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $18,728,344 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | BMJ, CPA, PLC |
| Accountancy firm EIN | 2016-12-31 | 453414091 |
| 2015 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,487,540 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,487,540 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $29,595 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $28,539 |
| Total income from all sources (including contributions) | 2015-12-31 | $2,071,673 |
| Total loss/gain on sale of assets | 2015-12-31 | $1,212,540 |
| Total of all expenses incurred | 2015-12-31 | $2,307,194 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,902,742 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,385,452 |
| Value of total assets at end of year | 2015-12-31 | $27,603,066 |
| Value of total assets at beginning of year | 2015-12-31 | $27,837,531 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $404,452 |
| Total interest from all sources | 2015-12-31 | $205 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $805,206 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $518,693 |
| Administrative expenses professional fees incurred | 2015-12-31 | $47,190 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $552,250 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $914,250 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $26,807 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $117,450 |
| Other income not declared elsewhere | 2015-12-31 | $7,433 |
| Administrative expenses (other) incurred | 2015-12-31 | $48,753 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $29,595 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $28,539 |
| Total non interest bearing cash at end of year | 2015-12-31 | $391,056 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $551,475 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-235,521 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $27,573,471 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $27,808,992 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $220,914 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,720,132 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,874,036 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,528,069 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,399,692 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,026,572 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $528,726 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $528,726 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $205 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $148,377 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,385,452 |
| Income. Dividends from preferred stock | 2015-12-31 | $1,629 |
| Income. Dividends from common stock | 2015-12-31 | $284,884 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,902,742 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $360 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $12,355 |
| Contract administrator fees | 2015-12-31 | $87,595 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $15,357,820 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $15,439,547 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $16,570,350 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $15,357,810 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | BMJ CPA PLC |
| Accountancy firm EIN | 2015-12-31 | 453414091 |
| 2014 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-469,191 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-469,191 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $28,539 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $20,000 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,890,737 |
| Total loss/gain on sale of assets | 2014-12-31 | $1,902,015 |
| Total of all expenses incurred | 2014-12-31 | $2,099,387 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,709,797 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,376,917 |
| Value of total assets at end of year | 2014-12-31 | $27,837,531 |
| Value of total assets at beginning of year | 2014-12-31 | $26,037,642 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $389,590 |
| Total interest from all sources | 2014-12-31 | $465 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $930,385 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $144,613 |
| Administrative expenses professional fees incurred | 2014-12-31 | $50,979 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $914,250 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $948,000 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $117,450 |
| Other income not declared elsewhere | 2014-12-31 | $6,126 |
| Administrative expenses (other) incurred | 2014-12-31 | $36,965 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $28,539 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $20,000 |
| Total non interest bearing cash at end of year | 2014-12-31 | $551,475 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $465,831 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,791,350 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $27,808,992 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $26,017,642 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $220,756 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $8,874,036 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,081,987 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $450 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,399,692 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,275,672 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $528,726 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $544,408 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $544,408 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $15 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $144,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,376,917 |
| Income. Dividends from preferred stock | 2014-12-31 | $1,125 |
| Income. Dividends from common stock | 2014-12-31 | $784,647 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,709,797 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $12,355 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $26,704 |
| Contract administrator fees | 2014-12-31 | $80,890 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $15,439,547 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $14,695,040 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $15,842,600 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $13,940,585 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | BMJ CPA PLC |
| Accountancy firm EIN | 2014-12-31 | 030484249 |
| 2013 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $2,072,666 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,072,666 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $20,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $246,300 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,520,475 |
| Total loss/gain on sale of assets | 2013-12-31 | $1,663,954 |
| Total of all expenses incurred | 2013-12-31 | $1,829,823 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,478,908 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,373,275 |
| Value of total assets at end of year | 2013-12-31 | $26,037,642 |
| Value of total assets at beginning of year | 2013-12-31 | $22,573,290 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $350,915 |
| Total interest from all sources | 2013-12-31 | $978 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $571,496 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $369,930 |
| Administrative expenses professional fees incurred | 2013-12-31 | $50,926 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $948,000 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $1,053,547 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Other income not declared elsewhere | 2013-12-31 | $1,631 |
| Administrative expenses (other) incurred | 2013-12-31 | $36,119 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $20,000 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $246,300 |
| Total non interest bearing cash at end of year | 2013-12-31 | $465,831 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $274,095 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,690,652 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $26,017,642 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,326,990 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $189,890 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,081,987 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,930,464 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $978 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,275,672 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,205,173 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $544,408 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $690,492 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $690,492 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-254,020 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $90,495 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,373,275 |
| Income. Dividends from preferred stock | 2013-12-31 | $2,032 |
| Income. Dividends from common stock | 2013-12-31 | $199,534 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,478,908 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $26,704 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $51,056 |
| Contract administrator fees | 2013-12-31 | $73,980 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $14,695,040 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $11,368,463 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $15,406,707 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $13,742,753 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | BMJ CPA PLC |
| Accountancy firm EIN | 2013-12-31 | 030484249 |
| 2012 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $879,262 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $879,262 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $246,300 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,314,300 |
| Total loss/gain on sale of assets | 2012-12-31 | $591,857 |
| Total of all expenses incurred | 2012-12-31 | $1,760,111 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,456,968 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,188,305 |
| Value of total assets at end of year | 2012-12-31 | $22,573,290 |
| Value of total assets at beginning of year | 2012-12-31 | $20,772,801 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $303,143 |
| Total interest from all sources | 2012-12-31 | $11,398 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $522,710 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $320,629 |
| Administrative expenses professional fees incurred | 2012-12-31 | $42,080 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $1,053,547 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Other income not declared elsewhere | 2012-12-31 | $326 |
| Administrative expenses (other) incurred | 2012-12-31 | $18,337 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $246,300 |
| Total non interest bearing cash at end of year | 2012-12-31 | $274,095 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $270,788 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,554,189 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $22,326,990 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,772,801 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $175,175 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,930,464 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,232,498 |
| Income. Interest from US Government securities | 2012-12-31 | $5,455 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $2,599 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,205,173 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,104,735 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $690,492 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $145,556 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $145,556 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $3,344 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $727,391 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $120,442 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,188,305 |
| Income. Dividends from preferred stock | 2012-12-31 | $202,081 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,456,968 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $51,056 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $84,279 |
| Contract administrator fees | 2012-12-31 | $67,551 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $11,368,463 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $9,207,554 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $10,731,443 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $10,139,586 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | BMJ, CPA, PLC |
| Accountancy firm EIN | 2012-12-31 | 030484249 |
| 2011 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-829,098 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-829,098 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,770,163 |
| Total loss/gain on sale of assets | 2011-12-31 | $661,070 |
| Total of all expenses incurred | 2011-12-31 | $1,699,469 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,363,816 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,353,788 |
| Value of total assets at end of year | 2011-12-31 | $20,772,801 |
| Value of total assets at beginning of year | 2011-12-31 | $20,702,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $335,653 |
| Total interest from all sources | 2011-12-31 | $143,858 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $344,855 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $186,090 |
| Administrative expenses professional fees incurred | 2011-12-31 | $40,972 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2011-12-31 | 0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Other income not declared elsewhere | 2011-12-31 | $2,000 |
| Administrative expenses (other) incurred | 2011-12-31 | $13,318 |
| Total non interest bearing cash at end of year | 2011-12-31 | $270,788 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $554,625 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $70,694 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,772,801 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,702,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $207,301 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,232,498 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,265,632 |
| Income. Interest from US Government securities | 2011-12-31 | $29,736 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $112,989 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,104,735 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,029,067 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $145,556 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,310,587 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,310,587 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,133 |
| Asset value of US Government securities at end of year | 2011-12-31 | $727,391 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $5,133,231 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $93,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,353,788 |
| Income. Dividends from common stock | 2011-12-31 | $158,765 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,363,816 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $84,279 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $1,123,707 |
| Contract administrator fees | 2011-12-31 | $74,062 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $9,207,554 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $9,285,258 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $28,601,535 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $27,940,465 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | BMJ CPA PLC |
| Accountancy firm EIN | 2011-12-31 | 453414091 |
| 2010 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $726,811 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $726,811 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,815,224 |
| Total loss/gain on sale of assets | 2010-12-31 | $624,535 |
| Total of all expenses incurred | 2010-12-31 | $1,589,298 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,297,599 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,593,146 |
| Value of total assets at end of year | 2010-12-31 | $20,702,107 |
| Value of total assets at beginning of year | 2010-12-31 | $19,476,181 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $291,699 |
| Total interest from all sources | 2010-12-31 | $232,596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $185,604 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $60,297 |
| Administrative expenses professional fees incurred | 2010-12-31 | $39,010 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-12-31 | 0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Other income not declared elsewhere | 2010-12-31 | $9,451 |
| Administrative expenses (other) incurred | 2010-12-31 | $13,193 |
| Total non interest bearing cash at end of year | 2010-12-31 | $554,625 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $307,249 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,225,926 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,702,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,476,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $178,482 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,265,632 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,976,520 |
| Income. Interest from US Government securities | 2010-12-31 | $73,563 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $158,495 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,029,067 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,605,986 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,310,587 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $342,724 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $342,724 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $538 |
| Asset value of US Government securities at end of year | 2010-12-31 | $5,133,231 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $2,892,850 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $-556,919 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,593,146 |
| Income. Dividends from common stock | 2010-12-31 | $125,307 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,297,599 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $1,123,707 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $4,045,184 |
| Contract administrator fees | 2010-12-31 | $61,014 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $9,285,258 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $8,305,668 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $60,771,702 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $60,147,167 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | BMJ CPA PLC |
| Accountancy firm EIN | 2010-12-31 | 453414091 |
| 2009 : PLUMBERS & FITTERS LOCAL UNION 295 PENSION PLAN 2009 401k financial data |
|---|
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2009-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
