PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND
| Measure | Date | Value |
|---|
| 2020 : PLUMBERS & STEAMFITTERS LOCAL 760 HEALTH & WELFARE TRUST FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $212,205 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $212,205 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $276,818 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $45,481 |
| Total income from all sources (including contributions) | 2020-12-31 | $14,415,116 |
| Total loss/gain on sale of assets | 2020-12-31 | $-29,326 |
| Total of all expenses incurred | 2020-12-31 | $11,024,982 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,665,128 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,980,957 |
| Value of total assets at end of year | 2020-12-31 | $21,136,984 |
| Value of total assets at beginning of year | 2020-12-31 | $17,515,513 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $359,854 |
| Total interest from all sources | 2020-12-31 | $178,513 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $199,589 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $199,589 |
| Administrative expenses professional fees incurred | 2020-12-31 | $75,844 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $471,073 |
| Participant contributions at end of year | 2020-12-31 | $4,595 |
| Participant contributions at beginning of year | 2020-12-31 | $4,689 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,349,693 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,819,316 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $36,465 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $36,465 |
| Administrative expenses (other) incurred | 2020-12-31 | $178,544 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $276,818 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $45,481 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,390,134 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $20,860,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,470,032 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $105,466 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,085,768 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,555,150 |
| Interest earned on other investments | 2020-12-31 | $62,930 |
| Income. Interest from US Government securities | 2020-12-31 | $3,778 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $68,754 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $8,417,565 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $6,421,464 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $6,421,464 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $43,051 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $10,665,128 |
| Asset value of US Government securities at end of year | 2020-12-31 | $125,018 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $118,851 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $873,178 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $12,509,884 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,671,979 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,216,134 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $2,433,646 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $2,328,183 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $12,255 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $15,261 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $626,787 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $656,113 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BELLOWS ASSOCIATES, P.A. |
| Accountancy firm EIN | 2020-12-31 | 650804414 |
