PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2014: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 168 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 0 |
| Total of all active and inactive participants | 2014-09-01 | 0 |
| Number of employers contributing to the scheme | 2014-09-01 | 0 |
| 2013: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 168 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 148 |
| Number of retired or separated participants receiving benefits | 2013-09-01 | 20 |
| Total of all active and inactive participants | 2013-09-01 | 168 |
| 2012: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 168 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 148 |
| Number of retired or separated participants receiving benefits | 2012-09-01 | 20 |
| Total of all active and inactive participants | 2012-09-01 | 168 |
| 2011: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 187 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 149 |
| Number of retired or separated participants receiving benefits | 2011-09-01 | 19 |
| Total of all active and inactive participants | 2011-09-01 | 168 |
| 2009: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 247 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 198 |
| Number of retired or separated participants receiving benefits | 2009-09-01 | 28 |
| Total of all active and inactive participants | 2009-09-01 | 226 |
| Measure | Date | Value |
|---|
| 2015 : PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2015 401k financial data |
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| Total transfer of assets from this plan | 2015-05-31 | $578,739 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $53,471 |
| Total income from all sources (including contributions) | 2015-05-31 | $662,036 |
| Total of all expenses incurred | 2015-05-31 | $909,576 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $751,133 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $661,585 |
| Value of total assets at end of year | 2015-05-31 | $0 |
| Value of total assets at beginning of year | 2015-05-31 | $879,750 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $158,443 |
| Total interest from all sources | 2015-05-31 | $450 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-05-31 | $0 |
| Administrative expenses professional fees incurred | 2015-05-31 | $9,172 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $225,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Contributions received from participants | 2015-05-31 | $57,252 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $152,727 |
| Other income not declared elsewhere | 2015-05-31 | $1 |
| Administrative expenses (other) incurred | 2015-05-31 | $89,879 |
| Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $7,621 |
| Total non interest bearing cash at beginning of year | 2015-05-31 | $235 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $-247,540 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $826,279 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $567,832 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $567,832 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $450 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-05-31 | $101,291 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $604,333 |
| Employer contributions (assets) at beginning of year | 2015-05-31 | $156,705 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $649,842 |
| Contract administrator fees | 2015-05-31 | $59,392 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $45,850 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-05-31 | $2,251 |
| Did the plan have assets held for investment | 2015-05-31 | No |
| 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 | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | POTTER, BRYANT & MOORE, PC |
| Accountancy firm EIN | 2015-05-31 | 630966970 |
| 2014: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Multi-employer plan |
| 2014-09-01 | This submission is the final filing | Yes |
| 2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-09-01 | Plan is a collectively bargained plan | Yes |
| 2014-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Multi-employer plan |
| 2013-09-01 | Plan is a collectively bargained plan | Yes |
| 2013-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Multi-employer plan |
| 2012-09-01 | Plan is a collectively bargained plan | Yes |
| 2012-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Multi-employer plan |
| 2011-09-01 | Plan is a collectively bargained plan | Yes |
| 2011-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: PLUMBERS & STEAMFITTERS LOCAL 498 HEALTH & WELFARE FUND 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Multi-employer plan |
| 2009-09-01 | Plan is a collectively bargained plan | Yes |
| 2009-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
