?>
Logo

PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 401k Plan overview

Plan NamePLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND
Plan identification number 001

PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND
Employer identification number (EIN):726025640
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01RONALD ROSSER2023-03-22 HENRY G. HEIER2023-03-22
0012020-07-01RONALD ROSSER2022-03-10 HENRY G. HEIER2022-03-10
0012019-07-01RONALD ROSSER2021-03-15 HENRY G. HEIER2021-03-15
0012018-07-01CURTIS L. MEZZIC2020-03-10 HENRY G. HEIER2020-03-10
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012014-07-01
0012013-07-01
0012012-07-01RICKEY FABRA
0012011-07-01RICKEY L. FABRA
0012009-07-01LANCE J. ALBIN

Plan Statistics for PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND

401k plan membership statisitcs for PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND

Measure Date Value
2022: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2022 401k membership
Current value of assets2022-06-3087,895,144
Acturial value of assets for funding standard account2022-06-3078,652,304
Accrued liability for plan using immediate gains methods2022-06-3085,815,579
Accrued liability under unit credit cost method2022-06-3085,815,579
RPA 94 current liability2022-06-30156,005,505
Expected increase in current liability due to benefits accruing during the plan year2022-06-303,533,747
Expected release from RPA 94 current liability for plan year2022-06-307,065,123
Expected plan disbursements for the plan year2022-06-307,065,123
Current value of assets2022-06-3087,895,144
Number of retired participants and beneficiaries receiving payment2022-06-301,062
Current liability for retired participants and beneficiaries receiving payment2022-06-3082,753,521
Number of terminated vested participants2022-06-30364
Current liability for terminated vested participants2022-06-3024,131,310
Current liability for active participants non vested benefits2022-06-302,017,228
Current liability for active participants vested benefits2022-06-3047,103,446
Total number of active articipats2022-06-30638
Current liability for active participants2022-06-3049,120,674
Total participant count with liabilities2022-06-302,064
Total current liabilitoes for participants with libailities2022-06-30156,005,505
Total employer contributions in plan year2022-06-304,794,966
Total employee contributions in plan year2022-06-300
Employer’s normal cost for plan year as of valuation date2022-06-302,544,139
Prior year credit balance2022-06-309,363,718
Amortization credits as of valuation date2022-06-301,495,462
2021: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-07-011,991
Total number of active participants reported on line 7a of the Form 55002021-07-01530
Number of retired or separated participants receiving benefits2021-07-01907
Number of other retired or separated participants entitled to future benefits2021-07-01401
Total of all active and inactive participants2021-07-011,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-01149
Total participants2021-07-011,987
Number of employers contributing to the scheme2021-07-0157
Current value of assets2021-06-3072,503,323
Acturial value of assets for funding standard account2021-06-3075,166,288
Accrued liability for plan using immediate gains methods2021-06-3086,401,936
Accrued liability under unit credit cost method2021-06-3086,401,936
RPA 94 current liability2021-06-30150,827,454
Expected increase in current liability due to benefits accruing during the plan year2021-06-303,137,846
Expected release from RPA 94 current liability for plan year2021-06-307,006,203
Expected plan disbursements for the plan year2021-06-307,006,203
Current value of assets2021-06-3072,503,323
Number of retired participants and beneficiaries receiving payment2021-06-301,070
Current liability for retired participants and beneficiaries receiving payment2021-06-3080,974,180
Number of terminated vested participants2021-06-30356
Current liability for terminated vested participants2021-06-3021,967,036
Current liability for active participants non vested benefits2021-06-302,018,062
Current liability for active participants vested benefits2021-06-3045,868,176
Total number of active articipats2021-06-30679
Current liability for active participants2021-06-3047,886,238
Total participant count with liabilities2021-06-302,105
Total current liabilitoes for participants with libailities2021-06-30150,827,454
Total employer contributions in plan year2021-06-304,307,100
Total employee contributions in plan year2021-06-300
Employer’s normal cost for plan year as of valuation date2021-06-301,709,448
Prior year credit balance2021-06-3010,664,922
Amortization credits as of valuation date2021-06-301,234,210
2020: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-07-012,039
Total number of active participants reported on line 7a of the Form 55002020-07-01530
Number of retired or separated participants receiving benefits2020-07-01912
Number of other retired or separated participants entitled to future benefits2020-07-01401
Total of all active and inactive participants2020-07-011,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01148
Total participants2020-07-011,991
Number of employers contributing to the scheme2020-07-0162
Current value of assets2020-06-3075,286,636
Acturial value of assets for funding standard account2020-06-3074,094,074
Accrued liability for plan using immediate gains methods2020-06-3086,578,538
Accrued liability under unit credit cost method2020-06-3086,578,538
RPA 94 current liability2020-06-30144,619,041
Expected increase in current liability due to benefits accruing during the plan year2020-06-302,774,669
Expected release from RPA 94 current liability for plan year2020-06-307,090,326
Expected plan disbursements for the plan year2020-06-307,090,326
Current value of assets2020-06-3075,286,636
Number of retired participants and beneficiaries receiving payment2020-06-301,083
Current liability for retired participants and beneficiaries receiving payment2020-06-3080,331,107
Number of terminated vested participants2020-06-30352
Current liability for terminated vested participants2020-06-3020,519,037
Current liability for active participants non vested benefits2020-06-301,621,323
Current liability for active participants vested benefits2020-06-3042,147,574
Total number of active articipats2020-06-30674
Current liability for active participants2020-06-3043,768,897
Total participant count with liabilities2020-06-302,109
Total current liabilitoes for participants with libailities2020-06-30144,619,041
Total employer contributions in plan year2020-06-304,674,296
Employer’s normal cost for plan year as of valuation date2020-06-301,827,483
Prior year credit balance2020-06-3011,891,033
Amortization credits as of valuation date2020-06-301,234,210
2019: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-07-012,061
Total number of active participants reported on line 7a of the Form 55002019-07-01595
Number of retired or separated participants receiving benefits2019-07-01908
Number of other retired or separated participants entitled to future benefits2019-07-01381
Total of all active and inactive participants2019-07-011,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01155
Total participants2019-07-012,039
Number of employers contributing to the scheme2019-07-0156
Current value of assets2019-06-3074,173,329
Acturial value of assets for funding standard account2019-06-3072,649,608
Accrued liability for plan using immediate gains methods2019-06-3088,738,372
Accrued liability under unit credit cost method2019-06-3083,177,374
RPA 94 current liability2019-06-30140,923,724
Expected increase in current liability due to benefits accruing during the plan year2019-06-303,420,516
Expected release from RPA 94 current liability for plan year2019-06-307,107,572
Expected plan disbursements for the plan year2019-06-307,107,572
Current value of assets2019-06-3074,173,329
Number of retired participants and beneficiaries receiving payment2019-06-301,087
Current liability for retired participants and beneficiaries receiving payment2019-06-3077,404,408
Number of terminated vested participants2019-06-30318
Current liability for terminated vested participants2019-06-3017,842,595
Current liability for active participants non vested benefits2019-06-301,714,213
Current liability for active participants vested benefits2019-06-3043,962,508
Total number of active articipats2019-06-30749
Current liability for active participants2019-06-3045,676,721
Total participant count with liabilities2019-06-302,154
Total current liabilitoes for participants with libailities2019-06-30140,923,724
Total employer contributions in plan year2019-06-305,565,301
Employer’s normal cost for plan year as of valuation date2019-06-301,357,889
Prior year credit balance2019-06-3011,479,510
Amortization credits as of valuation date2019-06-301,388,743
2018: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-07-012,092
Total number of active participants reported on line 7a of the Form 55002018-07-01589
Number of retired or separated participants receiving benefits2018-07-01925
Number of other retired or separated participants entitled to future benefits2018-07-01395
Total of all active and inactive participants2018-07-011,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01152
Total participants2018-07-012,061
Number of employers contributing to the scheme2018-07-0163
Current value of assets2018-06-3070,889,741
Acturial value of assets for funding standard account2018-06-3070,108,234
Accrued liability for plan using immediate gains methods2018-06-3081,923,069
Accrued liability under unit credit cost method2018-06-3076,806,896
RPA 94 current liability2018-06-30142,382,502
Expected increase in current liability due to benefits accruing during the plan year2018-06-302,973,043
Expected release from RPA 94 current liability for plan year2018-06-307,098,644
Expected plan disbursements for the plan year2018-06-307,098,644
Current value of assets2018-06-3070,889,741
Number of retired participants and beneficiaries receiving payment2018-06-301,087
Current liability for retired participants and beneficiaries receiving payment2018-06-3077,054,293
Number of terminated vested participants2018-06-30317
Current liability for terminated vested participants2018-06-3017,502,166
Current liability for active participants non vested benefits2018-06-302,034,943
Current liability for active participants vested benefits2018-06-3045,791,100
Total number of active articipats2018-06-30790
Current liability for active participants2018-06-3047,826,043
Total participant count with liabilities2018-06-302,194
Total current liabilitoes for participants with libailities2018-06-30142,382,502
Total employer contributions in plan year2018-06-304,825,550
Total employee contributions in plan year2018-06-300
Employer’s normal cost for plan year as of valuation date2018-06-301,100,894
Prior year credit balance2018-06-3010,974,425
Amortization credits as of valuation date2018-06-301,486,870
2017: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-07-012,117
Total number of active participants reported on line 7a of the Form 55002017-07-01621
Number of retired or separated participants receiving benefits2017-07-01928
Number of other retired or separated participants entitled to future benefits2017-07-01393
Total of all active and inactive participants2017-07-011,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01150
Total participants2017-07-012,092
Number of employers contributing to the scheme2017-07-0172
Current value of assets2017-06-3065,954,852
Acturial value of assets for funding standard account2017-06-3067,766,439
Accrued liability for plan using immediate gains methods2017-06-3082,139,988
Accrued liability under unit credit cost method2017-06-3077,155,706
RPA 94 current liability2017-06-30140,906,013
Expected increase in current liability due to benefits accruing during the plan year2017-06-303,090,962
Expected release from RPA 94 current liability for plan year2017-06-307,065,452
Expected plan disbursements for the plan year2017-06-307,065,452
Current value of assets2017-06-3065,954,852
Number of retired participants and beneficiaries receiving payment2017-06-301,082
Current liability for retired participants and beneficiaries receiving payment2017-06-3076,408,205
Number of terminated vested participants2017-06-30301
Current liability for terminated vested participants2017-06-3016,752,970
Current liability for active participants non vested benefits2017-06-301,992,153
Current liability for active participants vested benefits2017-06-3045,752,685
Total number of active articipats2017-06-30839
Current liability for active participants2017-06-3047,744,838
Total participant count with liabilities2017-06-302,222
Total current liabilitoes for participants with libailities2017-06-30140,906,013
Total employer contributions in plan year2017-06-304,954,965
Employer’s normal cost for plan year as of valuation date2017-06-301,142,100
Prior year credit balance2017-06-3010,619,888
Amortization credits as of valuation date2017-06-301,765,220
2016: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-07-012,152
Total number of active participants reported on line 7a of the Form 55002016-07-01654
Number of retired or separated participants receiving benefits2016-07-01937
Number of other retired or separated participants entitled to future benefits2016-07-01381
Total of all active and inactive participants2016-07-011,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01145
Total participants2016-07-012,117
Number of employers contributing to the scheme2016-07-0169
Current value of assets2016-06-3068,521,389
Acturial value of assets for funding standard account2016-06-3065,557,837
Accrued liability for plan using immediate gains methods2016-06-3082,512,523
Accrued liability under unit credit cost method2016-06-3077,192,107
RPA 94 current liability2016-06-30138,915,255
Expected increase in current liability due to benefits accruing during the plan year2016-06-303,193,272
Expected release from RPA 94 current liability for plan year2016-06-307,023,508
Expected plan disbursements for the plan year2016-06-307,023,508
Current value of assets2016-06-3068,521,389
Number of retired participants and beneficiaries receiving payment2016-06-301,073
Current liability for retired participants and beneficiaries receiving payment2016-06-3075,355,750
Number of terminated vested participants2016-06-30294
Current liability for terminated vested participants2016-06-3015,732,673
Current liability for active participants non vested benefits2016-06-302,066,171
Current liability for active participants vested benefits2016-06-3045,760,661
Total number of active articipats2016-06-30881
Current liability for active participants2016-06-3047,826,832
Total participant count with liabilities2016-06-302,248
Total current liabilitoes for participants with libailities2016-06-30138,915,255
Total employer contributions in plan year2016-06-305,089,130
Employer’s normal cost for plan year as of valuation date2016-06-301,149,800
Prior year credit balance2016-06-308,957,835
Amortization credits as of valuation date2016-06-303,137,285
2015: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-07-012,180
Total number of active participants reported on line 7a of the Form 55002015-07-01722
Number of retired or separated participants receiving benefits2015-07-01931
Number of other retired or separated participants entitled to future benefits2015-07-01358
Total of all active and inactive participants2015-07-012,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01141
Total participants2015-07-012,152
Number of employers contributing to the scheme2015-07-0172
Current value of assets2015-06-3066,272,845
Acturial value of assets for funding standard account2015-06-3061,468,451
Accrued liability for plan using immediate gains methods2015-06-3077,892,425
Accrued liability under unit credit cost method2015-06-3073,974,168
RPA 94 current liability2015-06-30133,965,444
Expected increase in current liability due to benefits accruing during the plan year2015-06-303,404,890
Expected release from RPA 94 current liability for plan year2015-06-307,070,731
Expected plan disbursements for the plan year2015-06-307,070,731
Current value of assets2015-06-3066,272,845
Number of retired participants and beneficiaries receiving payment2015-06-301,083
Current liability for retired participants and beneficiaries receiving payment2015-06-3074,750,120
Number of terminated vested participants2015-06-30290
Current liability for terminated vested participants2015-06-3014,664,990
Current liability for active participants non vested benefits2015-06-301,935,596
Current liability for active participants vested benefits2015-06-3042,614,738
Total number of active articipats2015-06-30906
Current liability for active participants2015-06-3044,550,334
Total participant count with liabilities2015-06-302,279
Total current liabilitoes for participants with libailities2015-06-30133,965,444
Total employer contributions in plan year2015-06-306,690,267
Employer’s normal cost for plan year as of valuation date2015-06-301,172,241
Prior year credit balance2015-06-305,551,903
Amortization credits as of valuation date2015-06-303,137,285
2014: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-07-012,218
Total number of active participants reported on line 7a of the Form 55002014-07-01782
Number of retired or separated participants receiving benefits2014-07-01931
Number of other retired or separated participants entitled to future benefits2014-07-01328
Total of all active and inactive participants2014-07-012,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01139
Total participants2014-07-012,180
Number of employers contributing to the scheme2014-07-0159
Current value of assets2014-06-3058,901,573
Acturial value of assets for funding standard account2014-06-3056,714,807
Accrued liability for plan using immediate gains methods2014-06-3078,036,583
Accrued liability under unit credit cost method2014-06-3069,809,789
RPA 94 current liability2014-06-30133,178,833
Expected increase in current liability due to benefits accruing during the plan year2014-06-302,846,719
Expected release from RPA 94 current liability for plan year2014-06-307,130,694
Expected plan disbursements for the plan year2014-06-307,130,694
Current value of assets2014-06-3058,901,573
Number of retired participants and beneficiaries receiving payment2014-06-301,094
Current liability for retired participants and beneficiaries receiving payment2014-06-3075,205,853
Number of terminated vested participants2014-06-30306
Current liability for terminated vested participants2014-06-3014,939,016
Current liability for active participants non vested benefits2014-06-301,920,540
Current liability for active participants vested benefits2014-06-3041,113,424
Total number of active articipats2014-06-30882
Current liability for active participants2014-06-3043,033,964
Total participant count with liabilities2014-06-302,282
Total current liabilitoes for participants with libailities2014-06-30133,178,833
Total employer contributions in plan year2014-06-306,419,721
Employer’s normal cost for plan year as of valuation date2014-06-301,183,927
Prior year credit balance2014-06-302,909,228
Amortization credits as of valuation date2014-06-303,005,514
2013: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-07-012,207
Total number of active participants reported on line 7a of the Form 55002013-07-01825
Number of retired or separated participants receiving benefits2013-07-01939
Number of other retired or separated participants entitled to future benefits2013-07-01311
Total of all active and inactive participants2013-07-012,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01143
Total participants2013-07-012,218
Number of employers contributing to the scheme2013-07-0161
2012: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-07-012,222
Total number of active participants reported on line 7a of the Form 55002012-07-01787
Number of retired or separated participants receiving benefits2012-07-01954
Number of other retired or separated participants entitled to future benefits2012-07-01325
Total of all active and inactive participants2012-07-012,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01141
Total participants2012-07-012,207
Number of employers contributing to the scheme2012-07-0165
2011: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-07-012,220
Total number of active participants reported on line 7a of the Form 55002011-07-01806
Number of retired or separated participants receiving benefits2011-07-01954
Number of other retired or separated participants entitled to future benefits2011-07-01323
Total of all active and inactive participants2011-07-012,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01139
Total participants2011-07-012,222
Number of employers contributing to the scheme2011-07-0170
2009: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-07-012,268
Total number of active participants reported on line 7a of the Form 55002009-07-01816
Number of retired or separated participants receiving benefits2009-07-01934
Number of other retired or separated participants entitled to future benefits2009-07-01362
Total of all active and inactive participants2009-07-012,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01129
Total participants2009-07-012,241
Number of employers contributing to the scheme2009-07-0175

Financial Data on PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND

Measure Date Value
2022 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$363,026
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-3,169,554
Total unrealized appreciation/depreciation of assets2022-06-30$-2,806,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$253,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$166,429
Total income from all sources (including contributions)2022-06-30$-396,519
Total loss/gain on sale of assets2022-06-30$-252,486
Total of all expenses incurred2022-06-30$8,609,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$7,444,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,753,970
Value of total assets at end of year2022-06-30$79,142,631
Value of total assets at beginning of year2022-06-30$88,061,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,165,311
Total income from rents2022-06-30$52,789
Total interest from all sources2022-06-30$27,661
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$368,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Assets. Real estate other than employer real property at end of year2022-06-30$4,700,000
Assets. Real estate other than employer real property at beginning of year2022-06-30$4,500,000
Administrative expenses professional fees incurred2022-06-30$135,478
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$5,072,610
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$1,489,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$302,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$140,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$123,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$5,515
Other income not declared elsewhere2022-06-30$1,047,832
Administrative expenses (other) incurred2022-06-30$607,337
Liabilities. Value of operating payables at end of year2022-06-30$130,098
Liabilities. Value of operating payables at beginning of year2022-06-30$160,914
Total non interest bearing cash at end of year2022-06-30$384,649
Total non interest bearing cash at beginning of year2022-06-30$350,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-9,005,919
Value of net assets at end of year (total assets less liabilities)2022-06-30$78,889,225
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$87,895,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$3,039,826
Assets. partnership/joint venture interests at beginning of year2022-06-30$1,846,183
Investment advisory and management fees2022-06-30$422,496
Value of interest in pooled separate accounts at end of year2022-06-30$2,316,178
Value of interest in pooled separate accounts at beginning of year2022-06-30$3,196,786
Income. Interest from US Government securities2022-06-30$9,642
Income. Interest from corporate debt instruments2022-06-30$15,511
Value of interest in common/collective trusts at end of year2022-06-30$33,757,336
Value of interest in common/collective trusts at beginning of year2022-06-30$40,501,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$2,618,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$3,070,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$3,070,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$2,508
Asset value of US Government securities at end of year2022-06-30$1,549,085
Asset value of US Government securities at beginning of year2022-06-30$2,366,486
Net investment gain/loss from pooled separate accounts2022-06-30$854,718
Net investment gain or loss from common/collective trusts2022-06-30$-4,443,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$4,753,970
Employer contributions (assets) at end of year2022-06-30$315,095
Employer contributions (assets) at beginning of year2022-06-30$426,392
Income. Dividends from common stock2022-06-30$368,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$7,444,089
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$148,141
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$208,064
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$253,561
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$526,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$24,684,620
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$29,438,981
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$53,338,787
Aggregate carrying amount (costs) on sale of assets2022-06-30$53,591,273
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2022-06-30131578842
2021 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$180,186
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$2,031,401
Total unrealized appreciation/depreciation of assets2021-06-30$2,211,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$166,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$194,498
Total income from all sources (including contributions)2021-06-30$24,059,426
Total loss/gain on sale of assets2021-06-30$10,455,659
Total of all expenses incurred2021-06-30$8,667,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$7,547,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$4,292,100
Value of total assets at end of year2021-06-30$88,061,573
Value of total assets at beginning of year2021-06-30$72,697,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,120,325
Total income from rents2021-06-30$-80,122
Total interest from all sources2021-06-30$37,919
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$447,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Assets. Real estate other than employer real property at end of year2021-06-30$4,500,000
Assets. Real estate other than employer real property at beginning of year2021-06-30$4,400,000
Administrative expenses professional fees incurred2021-06-30$215,701
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$1,489,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$140,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$125,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$5,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$56,077
Other income not declared elsewhere2021-06-30$77,560
Administrative expenses (other) incurred2021-06-30$487,155
Liabilities. Value of operating payables at end of year2021-06-30$160,914
Liabilities. Value of operating payables at beginning of year2021-06-30$138,421
Total non interest bearing cash at end of year2021-06-30$350,785
Total non interest bearing cash at beginning of year2021-06-30$339,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$15,391,821
Value of net assets at end of year (total assets less liabilities)2021-06-30$87,895,144
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$72,503,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$1,846,183
Assets. partnership/joint venture interests at beginning of year2021-06-30$7,948,719
Investment advisory and management fees2021-06-30$417,469
Value of interest in pooled separate accounts at end of year2021-06-30$3,196,786
Value of interest in pooled separate accounts at beginning of year2021-06-30$3,083,840
Income. Interest from US Government securities2021-06-30$14,115
Income. Interest from corporate debt instruments2021-06-30$15,683
Value of interest in common/collective trusts at end of year2021-06-30$40,501,003
Value of interest in common/collective trusts at beginning of year2021-06-30$21,222,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$3,070,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,779,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,779,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$8,121
Asset value of US Government securities at end of year2021-06-30$2,366,486
Asset value of US Government securities at beginning of year2021-06-30$2,667,879
Net investment gain/loss from pooled separate accounts2021-06-30$235,739
Net investment gain or loss from common/collective trusts2021-06-30$6,381,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$4,292,100
Employer contributions (assets) at end of year2021-06-30$426,392
Employer contributions (assets) at beginning of year2021-06-30$394,618
Income. Dividends from common stock2021-06-30$447,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$7,547,280
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$208,064
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$161,843
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$526,656
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$111,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$29,438,981
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$28,463,301
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$82,811,951
Aggregate carrying amount (costs) on sale of assets2021-06-30$72,356,292
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2021-06-30131578842
2020 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$-74,163
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$192,190
Total unrealized appreciation/depreciation of assets2020-06-30$118,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$194,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$144,822
Total income from all sources (including contributions)2020-06-30$5,618,269
Total loss/gain on sale of assets2020-06-30$-789,943
Total of all expenses incurred2020-06-30$8,401,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$7,335,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,643,871
Value of total assets at end of year2020-06-30$72,697,821
Value of total assets at beginning of year2020-06-30$75,431,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,066,199
Total income from rents2020-06-30$-43,440
Total interest from all sources2020-06-30$65,920
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$532,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Assets. Real estate other than employer real property at end of year2020-06-30$4,400,000
Assets. Real estate other than employer real property at beginning of year2020-06-30$4,400,000
Administrative expenses professional fees incurred2020-06-30$192,903
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$6,131,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$125,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$145,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$56,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$16,990
Administrative expenses (other) incurred2020-06-30$500,714
Liabilities. Value of operating payables at end of year2020-06-30$138,421
Liabilities. Value of operating payables at beginning of year2020-06-30$127,832
Total non interest bearing cash at end of year2020-06-30$339,228
Total non interest bearing cash at beginning of year2020-06-30$398,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-2,783,313
Value of net assets at end of year (total assets less liabilities)2020-06-30$72,503,323
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$75,286,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$7,948,719
Assets. partnership/joint venture interests at beginning of year2020-06-30$7,720,259
Investment advisory and management fees2020-06-30$372,582
Value of interest in pooled separate accounts at end of year2020-06-30$3,083,840
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,033,700
Income. Interest from US Government securities2020-06-30$49,033
Income. Interest from corporate debt instruments2020-06-30$3,585
Value of interest in common/collective trusts at end of year2020-06-30$21,222,633
Value of interest in common/collective trusts at beginning of year2020-06-30$20,856,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,779,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,158,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,158,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$13,302
Asset value of US Government securities at end of year2020-06-30$2,667,879
Asset value of US Government securities at beginning of year2020-06-30$3,140,410
Net investment gain/loss from pooled separate accounts2020-06-30$50,140
Net investment gain or loss from common/collective trusts2020-06-30$1,041,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$4,643,871
Employer contributions (assets) at end of year2020-06-30$394,618
Employer contributions (assets) at beginning of year2020-06-30$477,535
Income. Dividends from common stock2020-06-30$532,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$7,335,383
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$161,843
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$111,198
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$110,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$28,463,301
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$27,857,275
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$1,078
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$53,158,530
Aggregate carrying amount (costs) on sale of assets2020-06-30$53,948,473
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2020-06-30131578842
2019 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$169,086
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$2,791,126
Total unrealized appreciation/depreciation of assets2019-06-30$2,960,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$144,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$149,574
Total income from all sources (including contributions)2019-06-30$9,595,871
Total loss/gain on sale of assets2019-06-30$155,307
Total of all expenses incurred2019-06-30$8,482,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$7,455,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$5,208,727
Value of total assets at end of year2019-06-30$75,431,458
Value of total assets at beginning of year2019-06-30$74,322,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,026,952
Total income from rents2019-06-30$-28,750
Total interest from all sources2019-06-30$87,303
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$381,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Assets. Real estate other than employer real property at end of year2019-06-30$4,400,000
Assets. Real estate other than employer real property at beginning of year2019-06-30$4,400,000
Administrative expenses professional fees incurred2019-06-30$169,550
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-30751677
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$6,131,555
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$6,203,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$145,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$173,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$16,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$40,819
Administrative expenses (other) incurred2019-06-30$500,284
Liabilities. Value of operating payables at end of year2019-06-30$127,832
Liabilities. Value of operating payables at beginning of year2019-06-30$108,755
Total non interest bearing cash at end of year2019-06-30$398,137
Total non interest bearing cash at beginning of year2019-06-30$598,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,113,307
Value of net assets at end of year (total assets less liabilities)2019-06-30$75,286,636
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$74,173,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$7,720,259
Assets. partnership/joint venture interests at beginning of year2019-06-30$7,197,052
Investment advisory and management fees2019-06-30$357,118
Value of interest in pooled separate accounts at end of year2019-06-30$3,033,700
Value of interest in pooled separate accounts at beginning of year2019-06-30$2,843,050
Income. Interest from US Government securities2019-06-30$51,849
Income. Interest from corporate debt instruments2019-06-30$7,423
Value of interest in common/collective trusts at end of year2019-06-30$20,856,949
Value of interest in common/collective trusts at beginning of year2019-06-30$22,360,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,158,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,014,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,014,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$28,031
Asset value of US Government securities at end of year2019-06-30$3,140,410
Asset value of US Government securities at beginning of year2019-06-30$684,593
Net investment gain/loss from pooled separate accounts2019-06-30$190,649
Net investment gain or loss from common/collective trusts2019-06-30$640,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$5,208,727
Employer contributions (assets) at end of year2019-06-30$477,535
Employer contributions (assets) at beginning of year2019-06-30$894,233
Income. Dividends from common stock2019-06-30$381,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,455,612
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$149,961
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$110,177
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$262,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$27,857,275
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$27,533,671
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$1,078
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$7,366
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$52,774,305
Aggregate carrying amount (costs) on sale of assets2019-06-30$52,618,998
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2019-06-30131578842
2018 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$170,625
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$2,305,330
Total unrealized appreciation/depreciation of assets2018-06-30$2,475,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$149,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$175,720
Total income from all sources (including contributions)2018-06-30$11,916,846
Total loss/gain on sale of assets2018-06-30$1,499,862
Total of all expenses incurred2018-06-30$8,633,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$7,443,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,577,227
Value of total assets at end of year2018-06-30$74,322,903
Value of total assets at beginning of year2018-06-30$71,065,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,189,264
Total income from rents2018-06-30$22,582
Total interest from all sources2018-06-30$61,024
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$439,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Assets. Real estate other than employer real property at end of year2018-06-30$4,400,000
Assets. Real estate other than employer real property at beginning of year2018-06-30$4,300,000
Administrative expenses professional fees incurred2018-06-30$152,101
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$6,203,384
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$5,788,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$173,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$169,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$40,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$539
Other income not declared elsewhere2018-06-30$242
Administrative expenses (other) incurred2018-06-30$659,239
Liabilities. Value of operating payables at end of year2018-06-30$108,755
Liabilities. Value of operating payables at beginning of year2018-06-30$175,181
Total non interest bearing cash at end of year2018-06-30$598,393
Total non interest bearing cash at beginning of year2018-06-30$508,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,283,588
Value of net assets at end of year (total assets less liabilities)2018-06-30$74,173,329
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$70,889,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$7,197,052
Assets. partnership/joint venture interests at beginning of year2018-06-30$7,005,148
Investment advisory and management fees2018-06-30$377,924
Value of interest in pooled separate accounts at end of year2018-06-30$2,843,050
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,629,504
Income. Interest from US Government securities2018-06-30$35,680
Income. Interest from corporate debt instruments2018-06-30$14,921
Value of interest in common/collective trusts at end of year2018-06-30$22,360,661
Value of interest in common/collective trusts at beginning of year2018-06-30$21,879,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,014,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,124,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,124,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$10,423
Asset value of US Government securities at end of year2018-06-30$684,593
Asset value of US Government securities at beginning of year2018-06-30$2,836,556
Net investment gain/loss from pooled separate accounts2018-06-30$213,547
Net investment gain or loss from common/collective trusts2018-06-30$1,626,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$5,577,227
Employer contributions (assets) at end of year2018-06-30$894,233
Employer contributions (assets) at beginning of year2018-06-30$297,604
Income. Dividends from common stock2018-06-30$439,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$7,443,994
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$149,961
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$301,206
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$262,598
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$400,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$27,533,671
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$23,807,516
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$7,366
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$16,948
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$50,135,036
Aggregate carrying amount (costs) on sale of assets2018-06-30$48,635,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2018-06-30131578842
2017 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$338,854
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$3,136,765
Total unrealized appreciation/depreciation of assets2017-06-30$3,475,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$175,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$414,487
Total income from all sources (including contributions)2017-06-30$13,338,147
Total loss/gain on sale of assets2017-06-30$1,402,226
Total of all expenses incurred2017-06-30$8,403,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$7,555,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,910,232
Value of total assets at end of year2017-06-30$71,065,461
Value of total assets at beginning of year2017-06-30$66,369,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$847,962
Total income from rents2017-06-30$21,255
Total interest from all sources2017-06-30$81,717
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$426,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Assets. Real estate other than employer real property at end of year2017-06-30$4,300,000
Assets. Real estate other than employer real property at beginning of year2017-06-30$4,100,000
Administrative expenses professional fees incurred2017-06-30$133,813
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$5,788,147
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$5,395,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$169,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$414,393
Other income not declared elsewhere2017-06-30$13,330
Administrative expenses (other) incurred2017-06-30$372,301
Liabilities. Value of operating payables at end of year2017-06-30$175,720
Liabilities. Value of operating payables at beginning of year2017-06-30$414,487
Total non interest bearing cash at end of year2017-06-30$508,804
Total non interest bearing cash at beginning of year2017-06-30$424,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,934,889
Value of net assets at end of year (total assets less liabilities)2017-06-30$70,889,741
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$65,954,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$7,005,148
Assets. partnership/joint venture interests at beginning of year2017-06-30$6,319,685
Investment advisory and management fees2017-06-30$341,848
Value of interest in pooled separate accounts at end of year2017-06-30$2,629,504
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,421,154
Interest earned on other investments2017-06-30$0
Income. Interest from US Government securities2017-06-30$50,665
Income. Interest from corporate debt instruments2017-06-30$30,489
Value of interest in common/collective trusts at end of year2017-06-30$21,879,249
Value of interest in common/collective trusts at beginning of year2017-06-30$19,209,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,124,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$420,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$420,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$563
Asset value of US Government securities at end of year2017-06-30$2,836,556
Asset value of US Government securities at beginning of year2017-06-30$2,726,990
Net investment gain/loss from pooled separate accounts2017-06-30$208,350
Net investment gain or loss from common/collective trusts2017-06-30$2,799,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$4,910,232
Employer contributions (assets) at end of year2017-06-30$297,604
Employer contributions (assets) at beginning of year2017-06-30$243,206
Income. Dividends from common stock2017-06-30$426,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,555,296
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$301,206
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$668,889
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$400,663
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$751,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$23,807,516
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$23,246,873
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$16,948
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$26,662
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$63,851,653
Aggregate carrying amount (costs) on sale of assets2017-06-30$62,449,427
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2017-06-30131578842
2016 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$215,739
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$567,112
Total unrealized appreciation/depreciation of assets2016-06-30$782,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$414,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$560,357
Total income from all sources (including contributions)2016-06-30$5,809,480
Total loss/gain on sale of assets2016-06-30$-977,025
Total of all expenses incurred2016-06-30$8,376,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$7,469,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,133,863
Value of total assets at end of year2016-06-30$66,369,339
Value of total assets at beginning of year2016-06-30$69,081,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$906,754
Total income from rents2016-06-30$-27,825
Total interest from all sources2016-06-30$128,944
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$433,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Assets. Real estate other than employer real property at end of year2016-06-30$4,100,000
Assets. Real estate other than employer real property at beginning of year2016-06-30$4,000,000
Administrative expenses professional fees incurred2016-06-30$122,706
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$5,395,767
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$5,691,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$414,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$505,365
Administrative expenses (other) incurred2016-06-30$464,376
Liabilities. Value of operating payables at end of year2016-06-30$414,487
Liabilities. Value of operating payables at beginning of year2016-06-30$560,357
Total non interest bearing cash at end of year2016-06-30$424,419
Total non interest bearing cash at beginning of year2016-06-30$548,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,566,537
Value of net assets at end of year (total assets less liabilities)2016-06-30$65,954,852
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$68,521,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$6,319,685
Assets. partnership/joint venture interests at beginning of year2016-06-30$6,322,338
Investment advisory and management fees2016-06-30$319,672
Value of interest in pooled separate accounts at end of year2016-06-30$2,421,154
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,177,500
Income. Interest from US Government securities2016-06-30$69,520
Income. Interest from corporate debt instruments2016-06-30$59,091
Value of interest in common/collective trusts at end of year2016-06-30$19,209,292
Value of interest in common/collective trusts at beginning of year2016-06-30$19,256,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$420,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$543,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$543,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$333
Asset value of US Government securities at end of year2016-06-30$2,726,990
Asset value of US Government securities at beginning of year2016-06-30$4,019,793
Net investment gain/loss from pooled separate accounts2016-06-30$243,655
Net investment gain or loss from common/collective trusts2016-06-30$91,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$5,133,863
Employer contributions (assets) at end of year2016-06-30$243,206
Employer contributions (assets) at beginning of year2016-06-30$277,759
Income. Dividends from common stock2016-06-30$433,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$7,469,263
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$668,889
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$1,055,861
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$751,056
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$827,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$23,246,873
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$23,832,025
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$26,662
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$23,811
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$48,143,051
Aggregate carrying amount (costs) on sale of assets2016-06-30$49,120,076
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2016-06-30131578842
2015 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$569,003
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$736,788
Total unrealized appreciation/depreciation of assets2015-06-30$1,305,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$560,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$145,876
Total income from all sources (including contributions)2015-06-30$10,358,036
Total loss/gain on sale of assets2015-06-30$534,705
Total of all expenses incurred2015-06-30$8,109,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$7,290,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,724,131
Value of total assets at end of year2015-06-30$69,081,746
Value of total assets at beginning of year2015-06-30$66,418,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$819,207
Total income from rents2015-06-30$-25,055
Total interest from all sources2015-06-30$136,253
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$452,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Assets. Real estate other than employer real property at end of year2015-06-30$4,000,000
Assets. Real estate other than employer real property at beginning of year2015-06-30$3,600,000
Administrative expenses professional fees incurred2015-06-30$112,865
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$5,691,030
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$5,541,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$505,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$189,789
Administrative expenses (other) incurred2015-06-30$392,663
Liabilities. Value of operating payables at end of year2015-06-30$560,357
Liabilities. Value of operating payables at beginning of year2015-06-30$145,876
Total non interest bearing cash at end of year2015-06-30$548,189
Total non interest bearing cash at beginning of year2015-06-30$2,930,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,248,544
Value of net assets at end of year (total assets less liabilities)2015-06-30$68,521,389
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$66,272,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$6,322,338
Assets. partnership/joint venture interests at beginning of year2015-06-30$6,403,773
Investment advisory and management fees2015-06-30$313,679
Value of interest in pooled separate accounts at end of year2015-06-30$2,177,500
Income. Interest from US Government securities2015-06-30$74,829
Income. Interest from corporate debt instruments2015-06-30$61,248
Value of interest in common/collective trusts at end of year2015-06-30$19,256,678
Value of interest in common/collective trusts at beginning of year2015-06-30$16,337,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$543,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,063,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,063,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$176
Asset value of US Government securities at end of year2015-06-30$4,019,793
Asset value of US Government securities at beginning of year2015-06-30$5,117,530
Net investment gain/loss from pooled separate accounts2015-06-30$177,500
Net investment gain or loss from common/collective trusts2015-06-30$1,051,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,724,131
Employer contributions (assets) at end of year2015-06-30$277,759
Employer contributions (assets) at beginning of year2015-06-30$285,798
Income. Dividends from common stock2015-06-30$452,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$7,290,285
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$1,055,861
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$1,136,358
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$827,539
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$425,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$23,832,025
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$23,357,281
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$23,811
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$29,608
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$55,069,106
Aggregate carrying amount (costs) on sale of assets2015-06-30$54,534,401
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2015-06-30131578842
2014 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$97,185
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$4,476,967
Total unrealized appreciation/depreciation of assets2014-06-30$4,574,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$145,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$263,486
Total income from all sources (including contributions)2014-06-30$15,526,964
Total loss/gain on sale of assets2014-06-30$1,830,961
Total of all expenses incurred2014-06-30$8,155,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$7,387,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,410,010
Value of total assets at end of year2014-06-30$66,418,721
Value of total assets at beginning of year2014-06-30$59,165,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$768,272
Total income from rents2014-06-30$-10,759
Total interest from all sources2014-06-30$171,858
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$390,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Assets. Real estate other than employer real property at end of year2014-06-30$3,600,000
Assets. Real estate other than employer real property at beginning of year2014-06-30$3,550,000
Administrative expenses professional fees incurred2014-06-30$119,414
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$5,541,714
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$5,000,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$189,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$425,183
Other income not declared elsewhere2014-06-30$678
Administrative expenses (other) incurred2014-06-30$393,601
Liabilities. Value of operating payables at end of year2014-06-30$145,876
Liabilities. Value of operating payables at beginning of year2014-06-30$263,486
Total non interest bearing cash at end of year2014-06-30$2,930,548
Total non interest bearing cash at beginning of year2014-06-30$439,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$7,371,272
Value of net assets at end of year (total assets less liabilities)2014-06-30$66,272,845
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$58,901,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$6,403,773
Assets. partnership/joint venture interests at beginning of year2014-06-30$5,805,068
Investment advisory and management fees2014-06-30$255,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,674,441
Interest earned on other investments2014-06-30$1,502
Income. Interest from US Government securities2014-06-30$86,074
Income. Interest from corporate debt instruments2014-06-30$84,194
Value of interest in common/collective trusts at end of year2014-06-30$16,337,110
Value of interest in common/collective trusts at beginning of year2014-06-30$12,086,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,063,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$528,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$528,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$88
Asset value of US Government securities at end of year2014-06-30$5,117,530
Asset value of US Government securities at beginning of year2014-06-30$4,354,303
Net investment gain or loss from common/collective trusts2014-06-30$2,159,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$6,410,010
Employer contributions (assets) at end of year2014-06-30$285,798
Employer contributions (assets) at beginning of year2014-06-30$426,006
Income. Dividends from common stock2014-06-30$390,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$7,387,420
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$1,136,358
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$1,367,566
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$425,802
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$1,072,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$23,357,281
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$18,403,462
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$29,608
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$31,200
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$51,727,121
Aggregate carrying amount (costs) on sale of assets2014-06-30$49,896,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2014-06-30131578842
2013 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$163,061
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$3,339,898
Total unrealized appreciation/depreciation of assets2013-06-30$3,502,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$263,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$430,563
Total income from all sources (including contributions)2013-06-30$12,703,603
Total loss/gain on sale of assets2013-06-30$998,464
Total of all expenses incurred2013-06-30$8,317,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$7,590,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,278,091
Value of total assets at end of year2013-06-30$59,165,059
Value of total assets at beginning of year2013-06-30$54,946,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$726,623
Total income from rents2013-06-30$-15,769
Total interest from all sources2013-06-30$223,416
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$391,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Assets. Real estate other than employer real property at end of year2013-06-30$3,550,000
Assets. Real estate other than employer real property at beginning of year2013-06-30$3,550,000
Administrative expenses professional fees incurred2013-06-30$126,150
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$5,000,204
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$4,459,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$425,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$530,392
Other income not declared elsewhere2013-06-30$4,353
Administrative expenses (other) incurred2013-06-30$373,755
Liabilities. Value of operating payables at end of year2013-06-30$263,486
Liabilities. Value of operating payables at beginning of year2013-06-30$430,563
Total non interest bearing cash at end of year2013-06-30$439,955
Total non interest bearing cash at beginning of year2013-06-30$671,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,386,108
Value of net assets at end of year (total assets less liabilities)2013-06-30$58,901,573
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$54,515,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$5,805,068
Assets. partnership/joint venture interests at beginning of year2013-06-30$5,445,563
Investment advisory and management fees2013-06-30$226,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,674,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,102,672
Income. Interest from US Government securities2013-06-30$102,210
Income. Interest from corporate debt instruments2013-06-30$121,102
Value of interest in common/collective trusts at end of year2013-06-30$12,086,947
Value of interest in common/collective trusts at beginning of year2013-06-30$10,793,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$528,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$501,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$501,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$104
Asset value of US Government securities at end of year2013-06-30$4,354,303
Asset value of US Government securities at beginning of year2013-06-30$3,911,998
Net investment gain or loss from common/collective trusts2013-06-30$1,320,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$6,278,091
Employer contributions (assets) at end of year2013-06-30$426,006
Employer contributions (assets) at beginning of year2013-06-30$312,519
Income. Dividends from common stock2013-06-30$391,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$7,590,872
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$1,367,566
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$1,101,590
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$1,072,393
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$1,905,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$18,403,462
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$16,620,348
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$31,200
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$39,929
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$45,000,216
Aggregate carrying amount (costs) on sale of assets2013-06-30$44,001,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2013-06-30131578842
2012 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$213,061
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-812,516
Total unrealized appreciation/depreciation of assets2012-06-30$-599,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$430,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$114,773
Total income from all sources (including contributions)2012-06-30$6,878,658
Total loss/gain on sale of assets2012-06-30$933,945
Total of all expenses incurred2012-06-30$8,367,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$7,675,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,737,041
Value of total assets at end of year2012-06-30$54,946,028
Value of total assets at beginning of year2012-06-30$56,119,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$692,182
Total income from rents2012-06-30$-1,780
Total interest from all sources2012-06-30$294,463
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$468,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Assets. Real estate other than employer real property at end of year2012-06-30$3,550,000
Assets. Real estate other than employer real property at beginning of year2012-06-30$3,500,000
Administrative expenses professional fees incurred2012-06-30$109,606
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$4,459,609
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$4,565,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$530,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$172,430
Other income not declared elsewhere2012-06-30$2,693
Administrative expenses (other) incurred2012-06-30$362,585
Liabilities. Value of operating payables at end of year2012-06-30$430,563
Liabilities. Value of operating payables at beginning of year2012-06-30$114,773
Total non interest bearing cash at end of year2012-06-30$671,454
Total non interest bearing cash at beginning of year2012-06-30$1,243,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,489,146
Value of net assets at end of year (total assets less liabilities)2012-06-30$54,515,465
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$56,004,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$5,445,563
Assets. partnership/joint venture interests at beginning of year2012-06-30$5,117,460
Investment advisory and management fees2012-06-30$219,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,102,672
Income. Interest from US Government securities2012-06-30$131,653
Income. Interest from corporate debt instruments2012-06-30$162,683
Value of interest in common/collective trusts at end of year2012-06-30$10,793,587
Value of interest in common/collective trusts at beginning of year2012-06-30$10,771,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$501,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$620,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$620,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$127
Asset value of US Government securities at end of year2012-06-30$3,911,998
Asset value of US Government securities at beginning of year2012-06-30$5,398,816
Net investment gain or loss from common/collective trusts2012-06-30$43,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,737,041
Employer contributions (assets) at end of year2012-06-30$312,519
Employer contributions (assets) at beginning of year2012-06-30$302,066
Income. Dividends from common stock2012-06-30$468,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$7,675,622
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$1,101,590
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$1,243,657
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$1,905,264
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,995,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$16,620,348
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$21,149,374
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$39,929
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$38,128
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$54,425,742
Aggregate carrying amount (costs) on sale of assets2012-06-30$53,491,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2012-06-30131578842
2011 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$163,061
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$4,451,237
Total unrealized appreciation/depreciation of assets2011-06-30$4,614,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$114,773
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$753,195
Total income from all sources (including contributions)2011-06-30$14,918,893
Total loss/gain on sale of assets2011-06-30$2,008,497
Total of all expenses incurred2011-06-30$8,348,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$7,632,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,843,435
Value of total assets at end of year2011-06-30$56,119,384
Value of total assets at beginning of year2011-06-30$50,187,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$715,766
Total income from rents2011-06-30$-23,600
Total interest from all sources2011-06-30$334,029
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$353,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Assets. Real estate other than employer real property at end of year2011-06-30$3,500,000
Assets. Real estate other than employer real property at beginning of year2011-06-30$3,500,000
Administrative expenses professional fees incurred2011-06-30$110,045
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$4,565,247
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$4,251,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$172,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$844,367
Other income not declared elsewhere2011-06-30$2,665
Administrative expenses (other) incurred2011-06-30$369,535
Liabilities. Value of operating payables at end of year2011-06-30$114,773
Liabilities. Value of operating payables at beginning of year2011-06-30$753,195
Total non interest bearing cash at end of year2011-06-30$1,243,959
Total non interest bearing cash at beginning of year2011-06-30$2,638,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$6,570,322
Value of net assets at end of year (total assets less liabilities)2011-06-30$56,004,611
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$49,434,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$5,117,460
Assets. partnership/joint venture interests at beginning of year2011-06-30$4,462,693
Investment advisory and management fees2011-06-30$236,186
Income. Interest from US Government securities2011-06-30$149,739
Income. Interest from corporate debt instruments2011-06-30$184,075
Value of interest in common/collective trusts at end of year2011-06-30$10,771,792
Value of interest in common/collective trusts at beginning of year2011-06-30$7,999,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$620,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,356,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,356,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$215
Asset value of US Government securities at end of year2011-06-30$5,398,816
Asset value of US Government securities at beginning of year2011-06-30$5,040,416
Net investment gain or loss from common/collective trusts2011-06-30$1,786,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,843,435
Employer contributions (assets) at end of year2011-06-30$302,066
Employer contributions (assets) at beginning of year2011-06-30$269,864
Income. Dividends from common stock2011-06-30$353,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$7,632,805
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$1,243,657
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$1,907,242
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,995,746
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$2,460,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$21,149,374
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$15,405,633
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$38,128
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$50,746
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$46,105,748
Aggregate carrying amount (costs) on sale of assets2011-06-30$44,097,251
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2011-06-30131578842
2010 : PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND

2021: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedYes
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3