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PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 401k Plan overview

Plan NamePLUMBERS LOCAL UNION NO. 68 WELFARE FUND
Plan identification number 501

PLUMBERS LOCAL UNION NO. 68 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

JOINT TRUST COMMITTEE OF THE MCA has sponsored the creation of one or more 401k plans.

Company Name:JOINT TRUST COMMITTEE OF THE MCA
Employer identification number (EIN):901259351
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL UNION NO. 68 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01WILLIAM A VENABLE II2023-04-11
5012020-07-01
5012019-07-01
5012018-07-01

Plan Statistics for PLUMBERS LOCAL UNION NO. 68 WELFARE FUND

401k plan membership statisitcs for PLUMBERS LOCAL UNION NO. 68 WELFARE FUND

Measure Date Value
2021: PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-011,313
Total number of active participants reported on line 7a of the Form 55002021-07-011,316
Total of all active and inactive participants2021-07-011,316
Number of employers contributing to the scheme2021-07-0163
2020: PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-013,300
Total number of active participants reported on line 7a of the Form 55002020-07-011,313
Number of retired or separated participants receiving benefits2020-07-01525
Number of other retired or separated participants entitled to future benefits2020-07-01728
Total of all active and inactive participants2020-07-012,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01153
Total participants2020-07-012,719
Number of employers contributing to the scheme2020-07-0173
2019: PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-013,311
Total number of active participants reported on line 7a of the Form 55002019-07-011,406
Number of retired or separated participants receiving benefits2019-07-01525
Number of other retired or separated participants entitled to future benefits2019-07-01728
Total of all active and inactive participants2019-07-012,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01153
Total participants2019-07-012,812
Number of employers contributing to the scheme2019-07-0173
2018: PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-011,930
Total number of active participants reported on line 7a of the Form 55002018-07-011,993
Total of all active and inactive participants2018-07-011,993
Total participants2018-07-011,993
Number of employers contributing to the scheme2018-07-0173

Financial Data on PLUMBERS LOCAL UNION NO. 68 WELFARE FUND

Measure Date Value
2022 : PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-661,657
Total unrealized appreciation/depreciation of assets2022-06-30$-661,657
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$15,338,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$14,822,703
Total income from all sources (including contributions)2022-06-30$15,316,439
Total loss/gain on sale of assets2022-06-30$-278,344
Total of all expenses incurred2022-06-30$16,208,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$15,296,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$15,764,551
Value of total assets at end of year2022-06-30$14,202,364
Value of total assets at beginning of year2022-06-30$14,578,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$911,439
Total interest from all sources2022-06-30$192,389
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$77,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$167,006
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
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
Contributions received from participants2022-06-30$3,005,185
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$-427,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$1,185,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$42,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$14,358,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$14,786,356
Other income not declared elsewhere2022-06-30$201,632
Administrative expenses (other) incurred2022-06-30$44,450
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$36,347
Total non interest bearing cash at end of year2022-06-30$1,313,197
Total non interest bearing cash at beginning of year2022-06-30$955,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-891,608
Value of net assets at end of year (total assets less liabilities)2022-06-30$-1,135,883
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$-244,275
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
Investment advisory and management fees2022-06-30$56,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,005,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,243,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$91,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$165,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$165,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$192,389
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$1,291,396
Asset value of US Government securities at end of year2022-06-30$5,645,265
Asset value of US Government securities at beginning of year2022-06-30$6,356,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$20,312
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$12,759,366
Employer contributions (assets) at end of year2022-06-30$1,441,644
Employer contributions (assets) at beginning of year2022-06-30$1,121,620
Income. Dividends from common stock2022-06-30$77,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$14,433,119
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$2,590,351
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$3,270,634
Contract administrator fees2022-06-30$643,182
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$930,080
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$1,422,842
Liabilities. Value of benefit claims payable at end of year2022-06-30$979,798
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
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$9,464,694
Aggregate carrying amount (costs) on sale of assets2022-06-30$9,743,038
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HARPER PEARSON COMPANY PC
Accountancy firm EIN2022-06-30741695589
2021 : PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-4,828
Total unrealized appreciation/depreciation of assets2021-06-30$-4,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,665,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,767,347
Total income from all sources (including contributions)2021-06-30$14,905,127
Total loss/gain on sale of assets2021-06-30$456,956
Total of all expenses incurred2021-06-30$17,639,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$16,859,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$14,198,439
Value of total assets at end of year2021-06-30$14,578,428
Value of total assets at beginning of year2021-06-30$17,415,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$780,483
Total interest from all sources2021-06-30$169,994
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$84,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$28,040
Was this plan covered by a fidelity bond2021-06-30No
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
Contributions received from participants2021-06-30$2,925,286
Assets. Other investments not covered elsewhere at end of year2021-06-30$1,243,086
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$1,362,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$42,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$54,165
Administrative expenses (other) incurred2021-06-30$689,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-2,734,609
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,913,281
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$14,647,890
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
Investment advisory and management fees2021-06-30$63,268
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,120,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,711,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,711,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$169,994
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$15,521,814
Asset value of US Government securities at end of year2021-06-30$6,356,924
Asset value of US Government securities at beginning of year2021-06-30$5,209,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
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$11,273,153
Employer contributions (assets) at end of year2021-06-30$1,121,620
Employer contributions (assets) at beginning of year2021-06-30$1,115,072
Income. Dividends from common stock2021-06-30$84,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,337,439
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$3,270,634
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$6,704,647
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$1,422,842
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$1,257,138
Liabilities. Value of benefit claims payable at end of year2021-06-30$2,665,147
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$2,767,347
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$12,406,415
Aggregate carrying amount (costs) on sale of assets2021-06-30$11,949,459
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30GREEN & MCELREATH
Accountancy firm EIN2021-06-30741500886
2020 : PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-237,782
Total unrealized appreciation/depreciation of assets2020-06-30$-237,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,767,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,792,070
Total income from all sources (including contributions)2020-06-30$15,653,828
Total loss/gain on sale of assets2020-06-30$333,289
Total of all expenses incurred2020-06-30$16,395,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$15,648,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$15,157,885
Value of total assets at end of year2020-06-30$17,415,237
Value of total assets at beginning of year2020-06-30$18,181,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$746,550
Total interest from all sources2020-06-30$293,734
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$106,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$40,604
Was this plan covered by a fidelity bond2020-06-30No
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
Contributions received from participants2020-06-30$2,727,633
Assets. Other investments not covered elsewhere at end of year2020-06-30$1,362,870
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$1,614,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$54,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$34,109
Administrative expenses (other) incurred2020-06-30$638,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-741,550
Value of net assets at end of year (total assets less liabilities)2020-06-30$14,647,890
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,389,440
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
Investment advisory and management fees2020-06-30$67,384
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,711,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$5,274,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$5,274,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$293,734
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$13,993,677
Asset value of US Government securities at end of year2020-06-30$5,209,495
Asset value of US Government securities at beginning of year2020-06-30$3,419,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
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$12,430,252
Employer contributions (assets) at end of year2020-06-30$1,115,072
Employer contributions (assets) at beginning of year2020-06-30$1,469,944
Income. Dividends from common stock2020-06-30$106,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,655,151
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$6,704,647
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$4,791,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$1,257,138
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$1,577,267
Liabilities. Value of benefit claims payable at end of year2020-06-30$2,767,347
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$2,792,070
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$12,209,176
Aggregate carrying amount (costs) on sale of assets2020-06-30$11,875,887
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 name2020-06-30GREEN & MCELREATH
Accountancy firm EIN2020-06-30741500886
2019 : PLUMBERS LOCAL UNION NO. 68 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$233,650
Total unrealized appreciation/depreciation of assets2019-06-30$233,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,792,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,556,070
Total income from all sources (including contributions)2019-06-30$17,603,586
Total loss/gain on sale of assets2019-06-30$102,876
Total of all expenses incurred2019-06-30$19,178,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$18,411,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$16,811,041
Value of total assets at end of year2019-06-30$18,181,510
Value of total assets at beginning of year2019-06-30$19,520,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$767,279
Total interest from all sources2019-06-30$341,756
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$114,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$3,019
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,694,741
Assets. Other investments not covered elsewhere at end of year2019-06-30$1,614,461
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$1,602,017
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$34,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$55,634
Administrative expenses (other) incurred2019-06-30$692,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,575,360
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,389,440
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$16,964,800
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
Investment advisory and management fees2019-06-30$71,754
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$5,274,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$2,329,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$2,329,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$341,756
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$17,636,343
Asset value of US Government securities at end of year2019-06-30$3,419,700
Asset value of US Government securities at beginning of year2019-06-30$8,738,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
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$14,116,300
Employer contributions (assets) at end of year2019-06-30$1,469,944
Employer contributions (assets) at beginning of year2019-06-30$1,587,510
Income. Dividends from common stock2019-06-30$114,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$775,324
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$4,791,198
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$3,703,969
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$1,577,267
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$1,503,481
Liabilities. Value of benefit claims payable at end of year2019-06-30$2,792,070
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$2,556,070
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$17,337,218
Aggregate carrying amount (costs) on sale of assets2019-06-30$17,234,342
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 name2019-06-30GREEN & MCELREATH
Accountancy firm EIN2019-06-30741500886

Form 5500 Responses for PLUMBERS LOCAL UNION NO. 68 WELFARE FUND

2021: PLUMBERS LOCAL UNION NO. 68 WELFARE 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 – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL UNION NO. 68 WELFARE 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 – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL UNION NO. 68 WELFARE 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 – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PLUMBERS LOCAL UNION NO. 68 WELFARE 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 – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8479 C8479
Policy instance 1
Insurance contract or identification numberG8479 C8479
Number of Individuals Covered1316
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMNERMENT
Welfare Benefit Premiums Paid to CarrierUSD $45,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10323
Policy instance 2
Insurance contract or identification numberSL10323
Number of Individuals Covered1316
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,229,402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8479 C8479
Policy instance 1
Insurance contract or identification numberG8479 C8479
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10323
Policy instance 2
Insurance contract or identification numberSL10323
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8479 C8479
Policy instance 1
Insurance contract or identification numberG8479 C8479
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $51,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10323
Policy instance 2
Insurance contract or identification numberSL10323
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Welfare Benefit Premiums Paid to CarrierUSD $1,017,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8479 C8479
Policy instance 1
Insurance contract or identification numberG8479 C8479
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $57,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10323
Policy instance 2
Insurance contract or identification numberSL10323
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Welfare Benefit Premiums Paid to CarrierUSD $822,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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