PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND
401k plan membership statisitcs for PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-371,911 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-371,911 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $903,299 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $990,950 |
| Total income from all sources (including contributions) | 2022-06-30 | $9,020,152 |
| Total loss/gain on sale of assets | 2022-06-30 | $-42,005 |
| Total of all expenses incurred | 2022-06-30 | $8,083,005 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $7,252,475 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $9,749,166 |
| Value of total assets at end of year | 2022-06-30 | $10,872,126 |
| Value of total assets at beginning of year | 2022-06-30 | $10,022,630 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $830,530 |
| Total interest from all sources | 2022-06-30 | $139,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $163,247 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $152,756 |
| Administrative expenses professional fees incurred | 2022-06-30 | $142,737 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $233,695 |
| Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $1,016,499 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $1,113,933 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $65,643 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $61,831 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-30 | $500,281 |
| Other income not declared elsewhere | 2022-06-30 | $12,129 |
| Administrative expenses (other) incurred | 2022-06-30 | $663,487 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $139,705 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $82,899 |
| Total non interest bearing cash at end of year | 2022-06-30 | $634,174 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $505,678 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $937,147 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $9,968,827 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $9,031,680 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $24,306 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $4,688,318 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $4,857,774 |
| Interest earned on other investments | 2022-06-30 | $66,397 |
| Income. Interest from US Government securities | 2022-06-30 | $10,468 |
| Income. Interest from corporate debt instruments | 2022-06-30 | $62,152 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $2,337,060 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $1,571,348 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $1,571,348 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $417 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $189,835 |
| Asset value of US Government securities at end of year | 2022-06-30 | $186,148 |
| Asset value of US Government securities at beginning of year | 2022-06-30 | $261,789 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-629,908 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $9,515,471 |
| Employer contributions (assets) at end of year | 2022-06-30 | $501,673 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $414,956 |
| Income. Dividends from common stock | 2022-06-30 | $10,491 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $7,062,640 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $888,296 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $1,235,321 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $544,028 |
| Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $763,594 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $407,770 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-06-30 | $10,287 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Aggregate proceeds on sale of assets | 2022-06-30 | $1,713,297 |
| Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $1,755,302 |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2022-06-30 | 131578842 |
| 2021 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $88,794 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $88,794 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $990,950 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $1,021,033 |
| Total income from all sources (including contributions) | 2021-06-30 | $8,662,005 |
| Total loss/gain on sale of assets | 2021-06-30 | $19,091 |
| Total of all expenses incurred | 2021-06-30 | $7,576,260 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $6,729,874 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $8,351,872 |
| Value of total assets at end of year | 2021-06-30 | $10,022,630 |
| Value of total assets at beginning of year | 2021-06-30 | $8,966,968 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $846,386 |
| Total interest from all sources | 2021-06-30 | $80,366 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $82,597 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $82,597 |
| Administrative expenses professional fees incurred | 2021-06-30 | $151,067 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $268,487 |
| Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $1,113,933 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $1,010,675 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $61,831 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $68,088 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $500,281 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $454,069 |
| Other income not declared elsewhere | 2021-06-30 | $16,818 |
| Administrative expenses (other) incurred | 2021-06-30 | $679,203 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $82,899 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $106,403 |
| Total non interest bearing cash at end of year | 2021-06-30 | $505,678 |
| Total non interest bearing cash at beginning of year | 2021-06-30 | $411,251 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $1,085,745 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $9,031,680 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $7,945,935 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $16,116 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $4,857,774 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $3,552,933 |
| Interest earned on other investments | 2021-06-30 | $25,329 |
| Income. Interest from US Government securities | 2021-06-30 | $15,673 |
| Income. Interest from corporate debt instruments | 2021-06-30 | $39,031 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $1,571,348 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $781,602 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $781,602 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $333 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $186,477 |
| Asset value of US Government securities at end of year | 2021-06-30 | $261,789 |
| Asset value of US Government securities at beginning of year | 2021-06-30 | $1,001,942 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $22,467 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $8,083,385 |
| Employer contributions (assets) at end of year | 2021-06-30 | $414,956 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $329,201 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $6,543,397 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-06-30 | $103,265 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-06-30 | $1,235,321 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-06-30 | $1,708,011 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $407,770 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $460,561 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Aggregate proceeds on sale of assets | 2021-06-30 | $1,548,445 |
| Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $1,529,354 |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2021-06-30 | 131578842 |
| 2020 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $35,018 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $35,018 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $1,021,033 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $653,836 |
| Total income from all sources (including contributions) | 2020-06-30 | $8,837,145 |
| Total loss/gain on sale of assets | 2020-06-30 | $17,287 |
| Total of all expenses incurred | 2020-06-30 | $6,914,233 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $6,120,518 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $8,429,960 |
| Value of total assets at end of year | 2020-06-30 | $8,966,968 |
| Value of total assets at beginning of year | 2020-06-30 | $6,676,859 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $793,715 |
| Total interest from all sources | 2020-06-30 | $4,791 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $186,676 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $186,676 |
| Administrative expenses professional fees incurred | 2020-06-30 | $147,562 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $288,241 |
| Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $1,010,675 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $962,550 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $68,088 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $36,969 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $454,069 |
| Other income not declared elsewhere | 2020-06-30 | $34,212 |
| Administrative expenses (other) incurred | 2020-06-30 | $633,691 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $106,403 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $207,543 |
| Total non interest bearing cash at end of year | 2020-06-30 | $411,251 |
| Total non interest bearing cash at beginning of year | 2020-06-30 | $529,201 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $1,922,912 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $7,945,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $6,023,023 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $12,462 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $3,552,933 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $526,519 |
| Income. Interest from US Government securities | 2020-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2020-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $781,602 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $825,011 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $825,011 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $4,791 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $187,378 |
| Asset value of US Government securities at end of year | 2020-06-30 | $1,001,942 |
| Asset value of US Government securities at beginning of year | 2020-06-30 | $1,101,152 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $129,201 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $8,141,719 |
| Employer contributions (assets) at end of year | 2020-06-30 | $329,201 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $427,348 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $5,933,140 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-06-30 | $103,265 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-06-30 | $576,865 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-06-30 | $1,708,011 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-06-30 | $1,689,901 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $460,561 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $446,293 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-06-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-06-30 | $1,343 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $494,896 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $477,609 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2020-06-30 | 131578842 |
| 2019 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $48,556 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $48,556 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $653,836 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $673,282 |
| Total income from all sources (including contributions) | 2019-06-30 | $8,704,245 |
| Total loss/gain on sale of assets | 2019-06-30 | $-1,333 |
| Total of all expenses incurred | 2019-06-30 | $7,273,420 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $6,401,551 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $8,450,049 |
| Value of total assets at end of year | 2019-06-30 | $6,676,859 |
| Value of total assets at beginning of year | 2019-06-30 | $5,265,480 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $871,869 |
| Total interest from all sources | 2019-06-30 | $151,912 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $5,475 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $5,475 |
| Administrative expenses professional fees incurred | 2019-06-30 | $198,446 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $337,208 |
| Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $962,550 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $36,969 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $71,305 |
| Other income not declared elsewhere | 2019-06-30 | $23,120 |
| Administrative expenses (other) incurred | 2019-06-30 | $661,347 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $207,543 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $147,696 |
| Total non interest bearing cash at end of year | 2019-06-30 | $529,201 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $462,131 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $1,430,825 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $6,023,023 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $4,592,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $12,076 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $526,519 |
| Income. Interest from US Government securities | 2019-06-30 | $44,027 |
| Income. Interest from corporate debt instruments | 2019-06-30 | $101,107 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $825,011 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $856,340 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $856,340 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $6,778 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $162,629 |
| Asset value of US Government securities at end of year | 2019-06-30 | $1,101,152 |
| Asset value of US Government securities at beginning of year | 2019-06-30 | $1,215,046 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $26,466 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $8,112,841 |
| Employer contributions (assets) at end of year | 2019-06-30 | $427,348 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $460,815 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $6,238,922 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-06-30 | $576,865 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-06-30 | $586,116 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-06-30 | $1,689,901 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-06-30 | $1,606,787 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $446,293 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $525,586 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-06-30 | $1,343 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-06-30 | $6,940 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $47,077 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $48,410 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2019-06-30 | 131578842 |
| 2018 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $-44,995 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $-44,995 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $673,282 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $908,012 |
| Total income from all sources (including contributions) | 2018-06-30 | $7,724,798 |
| Total loss/gain on sale of assets | 2018-06-30 | $-71,776 |
| Total of all expenses incurred | 2018-06-30 | $7,850,741 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $6,753,604 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $7,616,775 |
| Value of total assets at end of year | 2018-06-30 | $5,265,480 |
| Value of total assets at beginning of year | 2018-06-30 | $5,626,153 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $1,097,137 |
| Total interest from all sources | 2018-06-30 | $163,099 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Administrative expenses professional fees incurred | 2018-06-30 | $205,090 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $347,908 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $71,305 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $77,120 |
| Other income not declared elsewhere | 2018-06-30 | $61,695 |
| Administrative expenses (other) incurred | 2018-06-30 | $884,127 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $147,696 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $289,451 |
| Total non interest bearing cash at end of year | 2018-06-30 | $462,131 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $557,831 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $-125,943 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $4,592,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $4,718,141 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $7,920 |
| Income. Interest from US Government securities | 2018-06-30 | $45,269 |
| Income. Interest from corporate debt instruments | 2018-06-30 | $114,768 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $856,340 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $197,746 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $197,746 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $3,062 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $172,900 |
| Asset value of US Government securities at end of year | 2018-06-30 | $1,215,046 |
| Asset value of US Government securities at beginning of year | 2018-06-30 | $1,404,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $7,268,867 |
| Employer contributions (assets) at end of year | 2018-06-30 | $460,815 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $400,871 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $6,580,704 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-06-30 | $586,116 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-06-30 | $1,099,678 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-06-30 | $1,606,787 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-06-30 | $1,873,267 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-06-30 | $525,586 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $618,561 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-06-30 | $6,940 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-06-30 | $15,446 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $1,532,115 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $1,603,891 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2018-06-30 | 131578842 |
| 2017 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $-198,704 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $-198,704 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $908,012 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $1,152,746 |
| Total income from all sources (including contributions) | 2017-06-30 | $7,817,105 |
| Total loss/gain on sale of assets | 2017-06-30 | $17,110 |
| Total of all expenses incurred | 2017-06-30 | $9,031,109 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $7,972,837 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $7,759,930 |
| Value of total assets at end of year | 2017-06-30 | $5,626,153 |
| Value of total assets at beginning of year | 2017-06-30 | $7,084,891 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $1,058,272 |
| Total interest from all sources | 2017-06-30 | $210,711 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $132 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $132 |
| Administrative expenses professional fees incurred | 2017-06-30 | $220,431 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $369,726 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $77,120 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $87,231 |
| Other income not declared elsewhere | 2017-06-30 | $27,926 |
| Administrative expenses (other) incurred | 2017-06-30 | $827,100 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $289,451 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $162,662 |
| Total non interest bearing cash at end of year | 2017-06-30 | $557,831 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $456,005 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $-1,214,004 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $4,718,141 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $5,932,145 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $10,741 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $90,419 |
| Income. Interest from US Government securities | 2017-06-30 | $54,284 |
| Income. Interest from corporate debt instruments | 2017-06-30 | $152,361 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $197,746 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $278,351 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $278,351 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $4,066 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $178,437 |
| Asset value of US Government securities at end of year | 2017-06-30 | $1,404,194 |
| Asset value of US Government securities at beginning of year | 2017-06-30 | $1,703,153 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $7,390,204 |
| Employer contributions (assets) at end of year | 2017-06-30 | $400,871 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $361,874 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $7,794,400 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-06-30 | $1,099,678 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-06-30 | $1,581,941 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-06-30 | $1,873,267 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-06-30 | $2,501,857 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-06-30 | $618,561 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-06-30 | $990,084 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-06-30 | $15,446 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-06-30 | $24,060 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $1,307,713 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $1,290,603 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2017-06-30 | 131578842 |
| 2016 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $141,930 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $141,930 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $1,152,746 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $1,006,922 |
| Total income from all sources (including contributions) | 2016-06-30 | $8,405,905 |
| Total loss/gain on sale of assets | 2016-06-30 | $-8,980 |
| Total of all expenses incurred | 2016-06-30 | $9,447,526 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $8,212,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $7,966,537 |
| Value of total assets at end of year | 2016-06-30 | $7,084,891 |
| Value of total assets at beginning of year | 2016-06-30 | $7,980,688 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $1,234,974 |
| Total interest from all sources | 2016-06-30 | $260,584 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $1,991 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $1,991 |
| Administrative expenses professional fees incurred | 2016-06-30 | $185,992 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $313,273 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $87,231 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $103,593 |
| Other income not declared elsewhere | 2016-06-30 | $43,843 |
| Administrative expenses (other) incurred | 2016-06-30 | $1,036,189 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $162,662 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $374,544 |
| Total non interest bearing cash at end of year | 2016-06-30 | $456,005 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $523,224 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-1,041,621 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $5,932,145 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $6,973,766 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $12,793 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $90,419 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $176,479 |
| Income. Interest from US Government securities | 2016-06-30 | $51,650 |
| Income. Interest from corporate debt instruments | 2016-06-30 | $203,741 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $278,351 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $562,399 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $562,399 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $5,193 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $185,264 |
| Asset value of US Government securities at end of year | 2016-06-30 | $1,703,153 |
| Asset value of US Government securities at beginning of year | 2016-06-30 | $1,944,307 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $7,653,264 |
| Employer contributions (assets) at end of year | 2016-06-30 | $361,874 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $386,961 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $8,027,288 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-06-30 | $1,581,941 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-06-30 | $1,600,208 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-06-30 | $2,501,857 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-06-30 | $2,659,970 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $990,084 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $632,378 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-06-30 | $24,060 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-06-30 | $23,547 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $636,544 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $645,524 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2016-06-30 | 131578842 |
| 2015 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-67,472 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-67,472 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $1,006,922 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $1,122,605 |
| Total income from all sources (including contributions) | 2015-06-30 | $8,437,640 |
| Total loss/gain on sale of assets | 2015-06-30 | $-20,866 |
| Total of all expenses incurred | 2015-06-30 | $9,906,745 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $8,644,563 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $8,227,586 |
| Value of total assets at end of year | 2015-06-30 | $7,980,688 |
| Value of total assets at beginning of year | 2015-06-30 | $9,565,476 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $1,262,182 |
| Total interest from all sources | 2015-06-30 | $278,401 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $1,501 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $1,501 |
| Administrative expenses professional fees incurred | 2015-06-30 | $185,690 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $279,231 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $103,593 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $160,557 |
| Other income not declared elsewhere | 2015-06-30 | $18,490 |
| Administrative expenses (other) incurred | 2015-06-30 | $1,061,770 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $374,544 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $432,355 |
| Total non interest bearing cash at end of year | 2015-06-30 | $523,224 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $725,203 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $-1,469,105 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $6,973,766 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $8,442,871 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $14,722 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $176,479 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $181,692 |
| Income. Interest from US Government securities | 2015-06-30 | $66,223 |
| Income. Interest from corporate debt instruments | 2015-06-30 | $209,256 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $562,399 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $731,101 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $731,101 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $2,922 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $238,762 |
| Asset value of US Government securities at end of year | 2015-06-30 | $1,944,307 |
| Asset value of US Government securities at beginning of year | 2015-06-30 | $2,998,776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $7,948,355 |
| Employer contributions (assets) at end of year | 2015-06-30 | $386,961 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $410,998 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $8,405,801 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-06-30 | $1,600,208 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-06-30 | $1,638,459 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-06-30 | $2,659,970 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-06-30 | $2,689,059 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $632,378 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $690,250 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-06-30 | $23,547 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-06-30 | $29,631 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $1,038,684 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $1,059,550 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | BUCHBINDER TUNICK & CO LLP |
| Accountancy firm EIN | 2015-06-30 | 131578842 |
| 2014 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $143,993 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $143,993 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $1,122,605 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $1,047,889 |
| Total income from all sources (including contributions) | 2014-06-30 | $10,117,528 |
| Total loss/gain on sale of assets | 2014-06-30 | $-24,143 |
| Total of all expenses incurred | 2014-06-30 | $8,285,374 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $7,223,522 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $9,688,814 |
| Value of total assets at end of year | 2014-06-30 | $9,565,476 |
| Value of total assets at beginning of year | 2014-06-30 | $7,658,606 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $1,061,852 |
| Total interest from all sources | 2014-06-30 | $271,806 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $2,346 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $2,346 |
| Administrative expenses professional fees incurred | 2014-06-30 | $194,841 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $245,108 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $160,557 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $130,966 |
| Other income not declared elsewhere | 2014-06-30 | $34,712 |
| Administrative expenses (other) incurred | 2014-06-30 | $854,375 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $432,355 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $537,573 |
| Total non interest bearing cash at end of year | 2014-06-30 | $725,203 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $730,972 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $1,832,154 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $8,442,871 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $6,610,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $12,636 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $181,692 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $176,416 |
| Income. Interest from US Government securities | 2014-06-30 | $116,170 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $150,066 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $731,101 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $2,738,722 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $2,738,722 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $5,570 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $972,234 |
| Asset value of US Government securities at end of year | 2014-06-30 | $2,998,776 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $2,489,187 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $9,443,706 |
| Employer contributions (assets) at end of year | 2014-06-30 | $410,998 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $590,975 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $6,251,288 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-06-30 | $1,638,459 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-06-30 | $223,095 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-06-30 | $2,689,059 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-06-30 | $541,398 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $690,250 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $510,316 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-06-30 | $29,631 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-06-30 | $36,875 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $5,126,105 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $5,150,248 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | BUCHBINDER TUNICK & CO LLP |
| Accountancy firm EIN | 2014-06-30 | 131578842 |
| 2013 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-44,131 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-44,131 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $1,047,889 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $1,214,662 |
| Total income from all sources (including contributions) | 2013-06-30 | $8,884,776 |
| Total loss/gain on sale of assets | 2013-06-30 | $-14,478 |
| Total of all expenses incurred | 2013-06-30 | $6,804,890 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $5,850,764 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $8,727,500 |
| Value of total assets at end of year | 2013-06-30 | $7,658,606 |
| Value of total assets at beginning of year | 2013-06-30 | $5,745,493 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $954,126 |
| Total interest from all sources | 2013-06-30 | $160,363 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $2,872 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $2,872 |
| Administrative expenses professional fees incurred | 2013-06-30 | $179,680 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $255,002 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $130,966 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $64,292 |
| Other income not declared elsewhere | 2013-06-30 | $52,650 |
| Administrative expenses (other) incurred | 2013-06-30 | $765,274 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $537,573 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $379,111 |
| Total non interest bearing cash at end of year | 2013-06-30 | $730,972 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $509,701 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $2,079,886 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $6,610,717 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $4,530,831 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $9,172 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $176,416 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $188,528 |
| Income. Interest from US Government securities | 2013-06-30 | $109,352 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $45,992 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $2,738,722 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $543,488 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $543,488 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $5,019 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $958,264 |
| Asset value of US Government securities at end of year | 2013-06-30 | $2,489,187 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $3,302,410 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $8,472,498 |
| Employer contributions (assets) at end of year | 2013-06-30 | $590,975 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $381,080 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $4,892,500 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-06-30 | $223,095 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-06-30 | $541,398 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-06-30 | $694,773 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $510,316 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $835,551 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-06-30 | $36,875 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-06-30 | $61,221 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $1,706,115 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $1,720,593 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2013-06-30 | 131578842 |
| 2012 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $-4,334 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $-4,334 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $1,214,662 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $776,365 |
| Total income from all sources (including contributions) | 2012-06-30 | $7,499,927 |
| Total loss/gain on sale of assets | 2012-06-30 | $-38,055 |
| Total of all expenses incurred | 2012-06-30 | $7,990,875 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $7,012,214 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $7,299,312 |
| Value of total assets at end of year | 2012-06-30 | $5,745,493 |
| Value of total assets at beginning of year | 2012-06-30 | $5,798,144 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $978,661 |
| Total interest from all sources | 2012-06-30 | $177,386 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $5,787 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $5,787 |
| Administrative expenses professional fees incurred | 2012-06-30 | $154,063 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $246,947 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $64,292 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $59,127 |
| Other income not declared elsewhere | 2012-06-30 | $59,831 |
| Administrative expenses (other) incurred | 2012-06-30 | $817,911 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $379,111 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $335,865 |
| Total non interest bearing cash at end of year | 2012-06-30 | $509,701 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $376,376 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-490,948 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $4,530,831 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,021,779 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $6,687 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $188,528 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $174,258 |
| Income. Interest from US Government securities | 2012-06-30 | $136,770 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $37,930 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $543,488 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $578,397 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $578,397 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $2,686 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $955,260 |
| Asset value of US Government securities at end of year | 2012-06-30 | $3,302,410 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $3,444,056 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $7,052,365 |
| Employer contributions (assets) at end of year | 2012-06-30 | $381,080 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $355,999 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $6,056,954 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-06-30 | $502,345 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-06-30 | $694,773 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-06-30 | $228,062 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $835,551 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $440,500 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-06-30 | $61,221 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-06-30 | $79,524 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $1,495,882 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $1,533,937 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2012-06-30 | 131578842 |
| 2011 : PLUMBERS & STEAMFITTERS LOCAL 60 HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $-171,402 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $-171,402 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $776,365 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $1,316,688 |
| Total income from all sources (including contributions) | 2011-06-30 | $7,800,472 |
| Total loss/gain on sale of assets | 2011-06-30 | $149,697 |
| Total of all expenses incurred | 2011-06-30 | $7,315,720 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $6,599,910 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $7,567,479 |
| Value of total assets at end of year | 2011-06-30 | $5,798,144 |
| Value of total assets at beginning of year | 2011-06-30 | $5,853,715 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $715,810 |
| Total interest from all sources | 2011-06-30 | $172,810 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $11,583 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $11,583 |
| Administrative expenses professional fees incurred | 2011-06-30 | $215,667 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $317,248 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $59,127 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $111,131 |
| Other income not declared elsewhere | 2011-06-30 | $70,305 |
| Administrative expenses (other) incurred | 2011-06-30 | $490,401 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $335,865 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $121,971 |
| Total non interest bearing cash at end of year | 2011-06-30 | $376,376 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $484,522 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $484,752 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $5,021,779 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,537,027 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $9,742 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $174,258 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $320,730 |
| Income. Interest from US Government securities | 2011-06-30 | $84,281 |
| Income. Interest from corporate debt instruments | 2011-06-30 | $84,394 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $578,397 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $276,617 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $276,617 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $4,135 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $956,962 |
| Asset value of US Government securities at end of year | 2011-06-30 | $3,444,056 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $1,512,466 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $7,250,231 |
| Employer contributions (assets) at end of year | 2011-06-30 | $355,999 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $353,970 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $5,642,948 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-06-30 | $502,345 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-06-30 | $1,284,847 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $228,062 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $1,444,285 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $440,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $1,194,717 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-06-30 | $79,524 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-06-30 | $65,147 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $6,485,673 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $6,335,976 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | BUCHBINDER TUNICK & CO. LLP |
| Accountancy firm EIN | 2011-06-30 | 131578842 |
