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PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 401k Plan overview

Plan NamePLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN
Plan identification number 001

PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BD OF TRUSTEES - PLUMBERS & STEAM- FITTERS LOCAL 184 SUPPLEMENTAL has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES - PLUMBERS & STEAM- FITTERS LOCAL 184 SUPPLEMENTAL
Employer identification number (EIN):621623030
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUG IRWIN
0012016-01-01DOUG IRWIN
0012015-01-01DOUG IRWIN
0012014-01-01DOUG IRWIN
0012013-01-01DOUG IRWIN
0012012-01-01DOUG IRWIN
0012011-01-01DOUG IRWIN
0012010-01-01DOUG IRWIN
0012009-01-01DOUG IRWIN
0012009-01-01DOUG IRWIN

Plan Statistics for PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN

Measure Date Value
2022: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01817
Total number of active participants reported on line 7a of the Form 55002022-01-01838
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01853
Number of participants with account balances2022-01-01770
Number of employers contributing to the scheme2022-01-0138
2021: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01808
Total number of active participants reported on line 7a of the Form 55002021-01-01802
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01817
Number of participants with account balances2021-01-01736
Number of employers contributing to the scheme2021-01-0143
2020: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01795
Total number of active participants reported on line 7a of the Form 55002020-01-01795
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01808
Number of participants with account balances2020-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0136
2019: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01814
Total number of active participants reported on line 7a of the Form 55002019-01-01786
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01795
Number of participants with account balances2019-01-01766
Number of employers contributing to the scheme2019-01-0138
2018: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01854
Total number of active participants reported on line 7a of the Form 55002018-01-01814
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01814
Number of participants with account balances2018-01-010
Number of employers contributing to the scheme2018-01-0135
2017: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,379
Total number of active participants reported on line 7a of the Form 55002017-01-01854
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01854
Number of participants with account balances2017-01-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0134
2016: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,335
Total number of active participants reported on line 7a of the Form 55002016-01-011,340
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-011,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,379
Number of participants with account balances2016-01-01864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0136
2015: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,206
Total number of active participants reported on line 7a of the Form 55002015-01-011,297
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-011,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,335
Number of participants with account balances2015-01-01900
Number of employers contributing to the scheme2015-01-0135
2014: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,123
Total number of active participants reported on line 7a of the Form 55002014-01-011,168
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,206
Number of participants with account balances2014-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0131
2013: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,111
Total number of active participants reported on line 7a of the Form 55002013-01-011,091
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,123
Number of participants with account balances2013-01-011,123
Number of employers contributing to the scheme2013-01-0136
2012: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,099
Total number of active participants reported on line 7a of the Form 55002012-01-011,079
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-011,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,111
Number of participants with account balances2012-01-011,111
Number of employers contributing to the scheme2012-01-0138
2011: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,090
Total number of active participants reported on line 7a of the Form 55002011-01-011,065
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,099
Number of participants with account balances2011-01-011,099
Number of employers contributing to the scheme2011-01-0139
2010: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,066
Total number of active participants reported on line 7a of the Form 55002010-01-011,056
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-011,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,090
Number of participants with account balances2010-01-011,090
Number of employers contributing to the scheme2010-01-0137
2009: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,062
Total number of active participants reported on line 7a of the Form 55002009-01-011,043
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-011,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,066
Number of participants with account balances2009-01-011,066
Number of employers contributing to the scheme2009-01-0138

Financial Data on PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN

Measure Date Value
2022 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$46,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,859
Total income from all sources (including contributions)2022-12-31$-8,940,239
Total of all expenses incurred2022-12-31$3,441,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,262,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,754,738
Value of total assets at end of year2022-12-31$59,066,443
Value of total assets at beginning of year2022-12-31$71,421,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$179,306
Total interest from all sources2022-12-31$137,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$37,254
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,672
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$750
Other income not declared elsewhere2022-12-31$6,846
Administrative expenses (other) incurred2022-12-31$20,164
Liabilities. Value of operating payables at end of year2022-12-31$46,151
Liabilities. Value of operating payables at beginning of year2022-12-31$19,859
Total non interest bearing cash at end of year2022-12-31$40,585
Total non interest bearing cash at beginning of year2022-12-31$9,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,381,746
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,020,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,402,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$84,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,972,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,870,312
Interest earned on other investments2022-12-31$135,958
Value of interest in common/collective trusts at end of year2022-12-31$20,036,324
Value of interest in common/collective trusts at beginning of year2022-12-31$23,899,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$314,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$279,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$279,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,452,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,110,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,978,876
Net investment gain or loss from common/collective trusts2022-12-31$-3,860,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,754,738
Employer contributions (assets) at end of year2022-12-31$244,904
Employer contributions (assets) at beginning of year2022-12-31$248,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,262,201
Contract administrator fees2022-12-31$37,200
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2022-12-31621802605
2021 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,990
Total income from all sources (including contributions)2021-12-31$12,242,748
Total of all expenses incurred2021-12-31$3,978,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,807,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,481,910
Value of total assets at end of year2021-12-31$71,421,897
Value of total assets at beginning of year2021-12-31$63,154,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$170,810
Total interest from all sources2021-12-31$116,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$33,925
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$2,481,910
Amount contributed by the employer to the plan for this plan year2021-12-31$2,481,910
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,538
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,286
Other income not declared elsewhere2021-12-31$130
Administrative expenses (other) incurred2021-12-31$19,265
Liabilities. Value of operating payables at end of year2021-12-31$19,859
Liabilities. Value of operating payables at beginning of year2021-12-31$16,990
Total non interest bearing cash at end of year2021-12-31$9,066
Total non interest bearing cash at beginning of year2021-12-31$8,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,264,476
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,402,038
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,137,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$80,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,870,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,791,324
Interest earned on other investments2021-12-31$116,725
Value of interest in common/collective trusts at end of year2021-12-31$23,899,217
Value of interest in common/collective trusts at beginning of year2021-12-31$20,606,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$279,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$308,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$308,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,110,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,213,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,285,824
Net investment gain or loss from common/collective trusts2021-12-31$3,358,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,481,910
Employer contributions (assets) at end of year2021-12-31$248,349
Employer contributions (assets) at beginning of year2021-12-31$221,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,807,462
Contract administrator fees2021-12-31$37,200
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2021-12-31621802605
2020 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,184
Total income from all sources (including contributions)2020-12-31$9,660,183
Total of all expenses incurred2020-12-31$1,815,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,646,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,581,992
Value of total assets at end of year2020-12-31$63,154,552
Value of total assets at beginning of year2020-12-31$55,310,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$169,632
Total interest from all sources2020-12-31$127,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$34,095
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$2,575,857
Amount contributed by the employer to the plan for this plan year2020-12-31$2,575,857
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,286
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,639
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$115
Other income not declared elsewhere2020-12-31$3,334
Administrative expenses (other) incurred2020-12-31$19,233
Liabilities. Value of operating payables at end of year2020-12-31$16,990
Liabilities. Value of operating payables at beginning of year2020-12-31$17,184
Total non interest bearing cash at end of year2020-12-31$8,252
Total non interest bearing cash at beginning of year2020-12-31$45,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,844,529
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,137,562
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$55,293,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$79,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,791,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,766,084
Interest earned on other investments2020-12-31$127,271
Value of interest in common/collective trusts at end of year2020-12-31$20,606,324
Value of interest in common/collective trusts at beginning of year2020-12-31$17,522,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$308,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$313,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$313,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,213,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,456,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,451,890
Net investment gain or loss from common/collective trusts2020-12-31$2,495,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,575,857
Employer contributions (assets) at end of year2020-12-31$221,271
Employer contributions (assets) at beginning of year2020-12-31$202,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,646,022
Contract administrator fees2020-12-31$37,200
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2020-12-31621802605
2019 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,197
Total income from all sources (including contributions)2019-12-31$12,014,183
Total of all expenses incurred2019-12-31$2,383,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,198,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,722,551
Value of total assets at end of year2019-12-31$55,310,217
Value of total assets at beginning of year2019-12-31$45,671,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$185,543
Total interest from all sources2019-12-31$133,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$33,829
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,722,551
Amount contributed by the employer to the plan for this plan year2019-12-31$2,722,551
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,639
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$115
Other income not declared elsewhere2019-12-31$42,213
Administrative expenses (other) incurred2019-12-31$30,618
Liabilities. Value of operating payables at end of year2019-12-31$17,184
Liabilities. Value of operating payables at beginning of year2019-12-31$9,197
Total non interest bearing cash at end of year2019-12-31$45,201
Total non interest bearing cash at beginning of year2019-12-31$50,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,630,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,293,033
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,662,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$83,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,766,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,523,700
Interest earned on other investments2019-12-31$131,884
Value of interest in common/collective trusts at end of year2019-12-31$17,522,311
Value of interest in common/collective trusts at beginning of year2019-12-31$3,594,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$313,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$251,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$251,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,456,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,962,402
Net investment gain or loss from common/collective trusts2019-12-31$3,153,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,722,551
Employer contributions (assets) at end of year2019-12-31$202,091
Employer contributions (assets) at beginning of year2019-12-31$247,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,198,245
Contract administrator fees2019-12-31$37,200
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2019-12-31621802605
2018 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,724
Total income from all sources (including contributions)2018-12-31$-363,017
Total of all expenses incurred2018-12-31$3,447,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,314,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,621,660
Value of total assets at end of year2018-12-31$45,671,835
Value of total assets at beginning of year2018-12-31$49,480,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,854
Total interest from all sources2018-12-31$101,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$49,482
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,621,660
Amount contributed by the employer to the plan for this plan year2018-12-31$2,621,660
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,043
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,330
Other income not declared elsewhere2018-12-31$84,366
Administrative expenses (other) incurred2018-12-31$20,472
Liabilities. Value of operating payables at end of year2018-12-31$9,197
Liabilities. Value of operating payables at beginning of year2018-12-31$7,724
Total non interest bearing cash at end of year2018-12-31$50,270
Total non interest bearing cash at beginning of year2018-12-31$56,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,810,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,662,638
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,472,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,523,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,410,473
Interest earned on other investments2018-12-31$101,448
Value of interest in common/collective trusts at end of year2018-12-31$3,594,071
Value of interest in common/collective trusts at beginning of year2018-12-31$3,605,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$251,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$224,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$224,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,170,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,621,660
Employer contributions (assets) at end of year2018-12-31$247,547
Employer contributions (assets) at beginning of year2018-12-31$179,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,314,186
Contract administrator fees2018-12-31$37,200
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2018-12-31621802605
2017 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,864
Total income from all sources (including contributions)2017-12-31$9,531,037
Total of all expenses incurred2017-12-31$1,381,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,273,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,224,364
Value of total assets at end of year2017-12-31$49,480,419
Value of total assets at beginning of year2017-12-31$41,360,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$107,764
Total interest from all sources2017-12-31$111,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$27,727
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,224,364
Amount contributed by the employer to the plan for this plan year2017-12-31$3,224,364
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,330
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,459
Other income not declared elsewhere2017-12-31$87,959
Administrative expenses (other) incurred2017-12-31$17,912
Liabilities. Value of operating payables at end of year2017-12-31$7,724
Liabilities. Value of operating payables at beginning of year2017-12-31$37,864
Total non interest bearing cash at end of year2017-12-31$56,820
Total non interest bearing cash at beginning of year2017-12-31$18,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,149,671
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,472,695
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,323,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,410,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$40,734,586
Interest earned on other investments2017-12-31$111,537
Value of interest in common/collective trusts at end of year2017-12-31$3,605,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$224,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$324,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$324,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,106,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,224,364
Employer contributions (assets) at end of year2017-12-31$179,781
Employer contributions (assets) at beginning of year2017-12-31$280,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,273,602
Contract administrator fees2017-12-31$37,200
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2017-12-31621802605
2016 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$37,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$79,060
Total income from all sources (including contributions)2016-12-31$6,418,122
Total of all expenses incurred2016-12-31$1,080,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$988,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,105,391
Value of total assets at end of year2016-12-31$41,360,888
Value of total assets at beginning of year2016-12-31$36,064,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$91,948
Total interest from all sources2016-12-31$160
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,072,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,072,417
Administrative expenses professional fees incurred2016-12-31$18,059
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,105,391
Amount contributed by the employer to the plan for this plan year2016-12-31$3,105,391
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,459
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,889
Other income not declared elsewhere2016-12-31$35,676
Administrative expenses (other) incurred2016-12-31$15,610
Liabilities. Value of operating payables at end of year2016-12-31$37,864
Liabilities. Value of operating payables at beginning of year2016-12-31$79,060
Total non interest bearing cash at end of year2016-12-31$18,878
Total non interest bearing cash at beginning of year2016-12-31$18,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,337,602
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,323,024
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,985,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,734,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,443,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$324,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$303,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$303,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,204,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,105,391
Employer contributions (assets) at end of year2016-12-31$280,675
Employer contributions (assets) at beginning of year2016-12-31$285,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$988,572
Contract administrator fees2016-12-31$34,054
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2016-12-31621802605
2015 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$79,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,505
Total income from all sources (including contributions)2015-12-31$2,302,520
Total of all expenses incurred2015-12-31$1,692,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,600,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,178,698
Value of total assets at end of year2015-12-31$36,064,482
Value of total assets at beginning of year2015-12-31$35,387,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$92,345
Total interest from all sources2015-12-31$170
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,490,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,490,021
Administrative expenses professional fees incurred2015-12-31$16,556
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,178,698
Amount contributed by the employer to the plan for this plan year2015-12-31$3,178,698
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,824
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,386
Other income not declared elsewhere2015-12-31$57,749
Administrative expenses (other) incurred2015-12-31$15,064
Liabilities. Value of operating payables at end of year2015-12-31$79,060
Liabilities. Value of operating payables at beginning of year2015-12-31$11,505
Total non interest bearing cash at end of year2015-12-31$18,607
Total non interest bearing cash at beginning of year2015-12-31$7,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$609,858
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,985,422
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,375,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$23,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,443,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,996,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$303,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$199,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$199,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,424,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,178,698
Employer contributions (assets) at end of year2015-12-31$285,230
Employer contributions (assets) at beginning of year2015-12-31$168,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,600,317
Contract administrator fees2015-12-31$37,200
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2015-12-31621802605
2014 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$120,197
Total income from all sources (including contributions)2014-12-31$4,781,209
Total of all expenses incurred2014-12-31$1,701,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,607,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,773,273
Value of total assets at end of year2014-12-31$35,387,069
Value of total assets at beginning of year2014-12-31$32,415,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$93,703
Total interest from all sources2014-12-31$250
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,461,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,461,540
Administrative expenses professional fees incurred2014-12-31$19,253
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,773,273
Amount contributed by the employer to the plan for this plan year2014-12-31$2,773,273
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,881
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,646
Other income not declared elsewhere2014-12-31$61,442
Administrative expenses (other) incurred2014-12-31$16,300
Liabilities. Value of operating payables at end of year2014-12-31$11,505
Liabilities. Value of operating payables at beginning of year2014-12-31$120,197
Total non interest bearing cash at end of year2014-12-31$7,842
Total non interest bearing cash at beginning of year2014-12-31$21,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,080,023
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,375,564
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,295,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,996,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,728,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$199,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$363,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$363,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-515,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,773,273
Employer contributions (assets) at end of year2014-12-31$168,830
Employer contributions (assets) at beginning of year2014-12-31$287,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,607,483
Contract administrator fees2014-12-31$35,400
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2014-12-31621802605
2013 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$120,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,807
Total income from all sources (including contributions)2013-12-31$8,053,520
Total of all expenses incurred2013-12-31$1,318,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,241,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,891,366
Value of total assets at end of year2013-12-31$32,415,738
Value of total assets at beginning of year2013-12-31$25,577,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$77,601
Total interest from all sources2013-12-31$331
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,729,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,729,097
Administrative expenses professional fees incurred2013-12-31$16,027
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,891,366
Amount contributed by the employer to the plan for this plan year2013-12-31$2,891,366
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,035
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,034
Other income not declared elsewhere2013-12-31$40,199
Administrative expenses (other) incurred2013-12-31$9,574
Liabilities. Value of operating payables at end of year2013-12-31$120,197
Liabilities. Value of operating payables at beginning of year2013-12-31$16,807
Total non interest bearing cash at end of year2013-12-31$21,820
Total non interest bearing cash at beginning of year2013-12-31$32,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,734,642
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,295,541
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,560,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,728,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,103,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$363,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$263,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$263,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,392,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,891,366
Employer contributions (assets) at end of year2013-12-31$287,471
Employer contributions (assets) at beginning of year2013-12-31$167,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,241,277
Contract administrator fees2013-12-31$30,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2013-12-31621802605
2012 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,277
Total income from all sources (including contributions)2012-12-31$4,385,730
Total of all expenses incurred2012-12-31$1,031,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$949,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,495,319
Value of total assets at end of year2012-12-31$25,577,706
Value of total assets at beginning of year2012-12-31$22,225,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$82,141
Total interest from all sources2012-12-31$223
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$642,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$642,082
Administrative expenses professional fees incurred2012-12-31$16,180
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,495,319
Amount contributed by the employer to the plan for this plan year2012-12-31$2,495,319
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,310
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,989
Other income not declared elsewhere2012-12-31$28,540
Administrative expenses (other) incurred2012-12-31$13,961
Liabilities. Value of operating payables at end of year2012-12-31$16,807
Liabilities. Value of operating payables at beginning of year2012-12-31$19,277
Total non interest bearing cash at end of year2012-12-31$32,575
Total non interest bearing cash at beginning of year2012-12-31$19,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,354,210
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,560,899
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,206,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,103,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,819,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$263,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$183,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$183,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,219,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,495,319
Employer contributions (assets) at end of year2012-12-31$167,415
Employer contributions (assets) at beginning of year2012-12-31$193,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$949,379
Contract administrator fees2012-12-31$30,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2012-12-31621802605
2011 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,813
Total income from all sources (including contributions)2011-12-31$2,173,051
Total of all expenses incurred2011-12-31$898,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$815,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,246,459
Value of total assets at end of year2011-12-31$22,225,966
Value of total assets at beginning of year2011-12-31$20,940,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83,135
Total interest from all sources2011-12-31$416
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$588,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$588,557
Administrative expenses professional fees incurred2011-12-31$15,341
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,246,459
Amount contributed by the employer to the plan for this plan year2011-12-31$2,246,459
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,034
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,222
Other income not declared elsewhere2011-12-31$31,119
Administrative expenses (other) incurred2011-12-31$16,794
Liabilities. Value of operating payables at end of year2011-12-31$19,277
Liabilities. Value of operating payables at beginning of year2011-12-31$7,813
Total non interest bearing cash at end of year2011-12-31$19,960
Total non interest bearing cash at beginning of year2011-12-31$21,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,274,454
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,206,689
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,932,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,819,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,536,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$183,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$199,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$199,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-693,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,246,459
Employer contributions (assets) at end of year2011-12-31$193,847
Employer contributions (assets) at beginning of year2011-12-31$174,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$815,462
Contract administrator fees2011-12-31$30,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2011-12-31621802605
2010 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,141
Total income from all sources (including contributions)2010-12-31$4,047,128
Total of all expenses incurred2010-12-31$767,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$696,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,185,213
Value of total assets at end of year2010-12-31$20,940,048
Value of total assets at beginning of year2010-12-31$17,658,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71,714
Total interest from all sources2010-12-31$379
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$247,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$247,920
Administrative expenses professional fees incurred2010-12-31$13,805
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,185,213
Amount contributed by the employer to the plan for this plan year2010-12-31$2,185,213
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,080
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,222
Other income not declared elsewhere2010-12-31$11,260
Administrative expenses (other) incurred2010-12-31$9,909
Liabilities. Value of operating payables at end of year2010-12-31$7,813
Liabilities. Value of operating payables at beginning of year2010-12-31$6,141
Total non interest bearing cash at end of year2010-12-31$21,246
Total non interest bearing cash at beginning of year2010-12-31$53,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,279,379
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,932,235
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,652,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,536,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,336,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$199,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$111,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$111,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,602,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,185,213
Employer contributions (assets) at end of year2010-12-31$174,037
Employer contributions (assets) at beginning of year2010-12-31$156,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$696,035
Contract administrator fees2010-12-31$30,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2010-12-31621802605
2009 : PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$2,124,097
Amount contributed by the employer to the plan for this plan year2009-12-31$2,124,097

Form 5500 Responses for PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN

2022: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & STEAMFITTERS LOCAL 184 SUPPLEMENTAL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781304-01
Policy instance 1
Insurance contract or identification number781304-01
Number of Individuals Covered853
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63006-1
Policy instance 1
Insurance contract or identification numberMR 63006-1
Number of Individuals Covered808
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63006-1
Policy instance 1
Insurance contract or identification numberMR 63006-1
Number of Individuals Covered795
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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