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U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 401k Plan overview

Plan NameU.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN
Plan identification number 501

U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Scholarship (funded)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, U.A. UNION LO NO 290 PLUMBER, has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, U.A. UNION LO NO 290 PLUMBER,
Employer identification number (EIN):931255764
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01PATI PIRO BOSLEY
5012016-01-01FRANK WALL FRITZ SHROPSHIRE2017-10-12
5012015-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2016-10-12
5012014-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2015-10-05
5012013-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2014-09-17
5012012-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2013-09-26
5012011-01-01EDWARD J. GORMLEY FRITZ SHROPSHIRE2012-10-08
5012010-01-01EDWARD J. GORMLEY JOHN M. ENDICOTT2011-10-05
5012009-01-01EDWARD J. GORMLEY JOHN M. ENDICOTT2010-10-07
5012009-01-01EDWARD J. GORMLEY JOHN M. ENDICOTT2010-10-07

Plan Statistics for U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN

401k plan membership statisitcs for U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN

Measure Date Value
2022: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,301
Total number of active participants reported on line 7a of the Form 55002022-01-013,466
Number of retired or separated participants receiving benefits2022-01-01212
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,678
Total participants2022-01-013,678
Number of employers contributing to the scheme2022-01-01144
2021: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,354
Total number of active participants reported on line 7a of the Form 55002021-01-013,105
Number of retired or separated participants receiving benefits2021-01-01196
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013,301
Total participants2021-01-013,301
Number of employers contributing to the scheme2021-01-01169
2020: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,283
Total number of active participants reported on line 7a of the Form 55002020-01-013,091
Number of retired or separated participants receiving benefits2020-01-01263
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013,354
Total participants2020-01-013,354
Number of employers contributing to the scheme2020-01-01167
2019: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,177
Total number of active participants reported on line 7a of the Form 55002019-01-013,060
Number of retired or separated participants receiving benefits2019-01-01223
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,283
Total participants2019-01-013,283
Number of employers contributing to the scheme2019-01-01172
2018: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,941
Total number of active participants reported on line 7a of the Form 55002018-01-012,975
Number of retired or separated participants receiving benefits2018-01-01202
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,177
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01165
2017: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,739
Total number of active participants reported on line 7a of the Form 55002017-01-012,712
Number of retired or separated participants receiving benefits2017-01-01229
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,941
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01172
2016: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,563
Total number of active participants reported on line 7a of the Form 55002016-01-012,529
Number of retired or separated participants receiving benefits2016-01-01210
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,739
Number of employers contributing to the scheme2016-01-01179
2015: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,694
Total number of active participants reported on line 7a of the Form 55002015-01-012,363
Number of retired or separated participants receiving benefits2015-01-01200
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,563
Number of employers contributing to the scheme2015-01-01177
2014: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,621
Total number of active participants reported on line 7a of the Form 55002014-01-012,608
Number of retired or separated participants receiving benefits2014-01-0186
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,694
Number of employers contributing to the scheme2014-01-01191
2013: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,084
Total number of active participants reported on line 7a of the Form 55002013-01-012,621
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,621
Number of employers contributing to the scheme2013-01-01204
2012: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,107
Total number of active participants reported on line 7a of the Form 55002012-01-013,084
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,084
Number of employers contributing to the scheme2012-01-01191
2011: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,602
Total number of active participants reported on line 7a of the Form 55002011-01-013,107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013,107
Number of employers contributing to the scheme2011-01-01202
2010: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,228
Total number of active participants reported on line 7a of the Form 55002010-01-012,602
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012,602
Number of employers contributing to the scheme2010-01-01195
2009: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,332
Total number of active participants reported on line 7a of the Form 55002009-01-013,228
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013,228
Number of employers contributing to the scheme2009-01-01206

Financial Data on U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN

Measure Date Value
2022 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,528,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,316,213
Total income from all sources (including contributions)2022-12-31$18,542,745
Total of all expenses incurred2022-12-31$18,002,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,846,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,561,163
Value of total assets at end of year2022-12-31$13,320,857
Value of total assets at beginning of year2022-12-31$12,568,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$155,851
Total interest from all sources2022-12-31$28,365
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$193,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$193,684
Administrative expenses professional fees incurred2022-12-31$50,981
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$12,806
Liabilities. Value of operating payables at end of year2022-12-31$2,161
Liabilities. Value of operating payables at beginning of year2022-12-31$1,682
Total non interest bearing cash at end of year2022-12-31$118,092
Total non interest bearing cash at beginning of year2022-12-31$240,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$540,146
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,792,669
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,252,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,867,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,414,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,615,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,434,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,434,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$28,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,240,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$19,561,163
Employer contributions (assets) at end of year2022-12-31$1,714,915
Employer contributions (assets) at beginning of year2022-12-31$1,474,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,846,748
Contract administrator fees2022-12-31$72,546
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,526,027
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,314,531
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$4,073
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$4,075
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,316,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,848,234
Total income from all sources (including contributions)2021-12-31$16,958,107
Total of all expenses incurred2021-12-31$14,622,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,469,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,083,502
Value of total assets at end of year2021-12-31$12,568,736
Value of total assets at beginning of year2021-12-31$10,764,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,327
Total interest from all sources2021-12-31$281
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$360,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$360,659
Administrative expenses professional fees incurred2021-12-31$66,118
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$11,696
Liabilities. Value of operating payables at end of year2021-12-31$1,682
Liabilities. Value of operating payables at beginning of year2021-12-31$609,585
Total non interest bearing cash at end of year2021-12-31$240,715
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,335,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,252,523
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,916,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,414,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,790,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,434,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,572,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,572,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$513,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,083,502
Employer contributions (assets) at end of year2021-12-31$1,474,559
Employer contributions (assets) at beginning of year2021-12-31$1,398,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,469,967
Contract administrator fees2021-12-31$53,711
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,314,531
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,238,649
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$4,075
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,345
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,848,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$919,744
Total income from all sources (including contributions)2020-12-31$15,118,217
Total of all expenses incurred2020-12-31$14,483,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,283,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,462,542
Value of total assets at end of year2020-12-31$10,764,944
Value of total assets at beginning of year2020-12-31$9,202,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$200,458
Total interest from all sources2020-12-31$3,937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$276,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$276,087
Administrative expenses professional fees incurred2020-12-31$84,283
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$14,682
Liabilities. Value of operating payables at end of year2020-12-31$609,585
Liabilities. Value of operating payables at beginning of year2020-12-31$4,743
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$229,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$634,399
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,916,710
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,282,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,790,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,138,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,572,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,804,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,804,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$375,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,462,542
Employer contributions (assets) at end of year2020-12-31$1,398,208
Employer contributions (assets) at beginning of year2020-12-31$1,027,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,283,360
Contract administrator fees2020-12-31$82,643
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,238,649
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$915,001
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,345
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,692
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$919,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,007,899
Total income from all sources (including contributions)2019-12-31$15,127,815
Total of all expenses incurred2019-12-31$14,060,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,879,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,182,535
Value of total assets at end of year2019-12-31$9,202,055
Value of total assets at beginning of year2019-12-31$8,222,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$180,287
Total interest from all sources2019-12-31$21,073
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$224,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$224,450
Administrative expenses professional fees incurred2019-12-31$113,195
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$25,000
Administrative expenses (other) incurred2019-12-31$9,682
Liabilities. Value of operating payables at end of year2019-12-31$4,743
Liabilities. Value of operating payables at beginning of year2019-12-31$3,569
Total non interest bearing cash at end of year2019-12-31$229,137
Total non interest bearing cash at beginning of year2019-12-31$37,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,067,754
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,282,311
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,214,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,138,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,069,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,804,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$674,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$14,182,535
Employer contributions (assets) at end of year2019-12-31$1,027,557
Employer contributions (assets) at beginning of year2019-12-31$1,111,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,879,774
Contract administrator fees2019-12-31$50,410
Liabilities. Value of benefit claims payable at end of year2019-12-31$915,001
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,004,330
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,692
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,220
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,007,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,097,512
Total income from all sources (including contributions)2018-12-31$13,843,489
Total of all expenses incurred2018-12-31$13,953,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,770,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,961,230
Value of total assets at end of year2018-12-31$8,222,456
Value of total assets at beginning of year2018-12-31$8,421,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$183,024
Total interest from all sources2018-12-31$13,050
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$278,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$278,256
Administrative expenses professional fees incurred2018-12-31$115,588
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$10,588
Liabilities. Value of operating payables at end of year2018-12-31$3,569
Liabilities. Value of operating payables at beginning of year2018-12-31$9,511
Total non interest bearing cash at end of year2018-12-31$37,227
Total non interest bearing cash at beginning of year2018-12-31$81,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-109,819
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,214,557
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,324,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$7,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,069,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,135,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-409,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,961,230
Employer contributions (assets) at end of year2018-12-31$1,111,525
Employer contributions (assets) at beginning of year2018-12-31$1,197,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,770,284
Contract administrator fees2018-12-31$49,848
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,004,330
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,088,001
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$4,220
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$7,760
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,097,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$810,111
Total income from all sources (including contributions)2017-12-31$13,261,322
Total of all expenses incurred2017-12-31$12,238,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,084,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,626,391
Value of total assets at end of year2017-12-31$8,421,888
Value of total assets at beginning of year2017-12-31$7,112,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$154,613
Total interest from all sources2017-12-31$4,525
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$101,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$101,960
Administrative expenses professional fees incurred2017-12-31$86,466
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,837
Administrative expenses (other) incurred2017-12-31$9,958
Liabilities. Value of operating payables at end of year2017-12-31$9,511
Liabilities. Value of operating payables at beginning of year2017-12-31$10,338
Total non interest bearing cash at end of year2017-12-31$81,861
Total non interest bearing cash at beginning of year2017-12-31$128,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,022,359
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,324,376
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,302,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$16,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,135,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,017,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$528,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,626,391
Employer contributions (assets) at end of year2017-12-31$1,197,222
Employer contributions (assets) at beginning of year2017-12-31$961,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,084,350
Contract administrator fees2017-12-31$41,950
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,088,001
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$799,773
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$7,760
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$810,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$671,965
Total income from all sources (including contributions)2016-12-31$11,814,196
Total of all expenses incurred2016-12-31$11,449,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,296,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,432,512
Value of total assets at end of year2016-12-31$7,112,128
Value of total assets at beginning of year2016-12-31$6,608,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152,776
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$196,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$196,743
Administrative expenses professional fees incurred2016-12-31$82,592
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$47,398
Administrative expenses (other) incurred2016-12-31$13,562
Liabilities. Value of operating payables at end of year2016-12-31$10,338
Liabilities. Value of operating payables at beginning of year2016-12-31$6,676
Total non interest bearing cash at end of year2016-12-31$128,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$365,167
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,302,017
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,936,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,017,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,784,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$184,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,432,512
Employer contributions (assets) at end of year2016-12-31$961,073
Employer contributions (assets) at beginning of year2016-12-31$818,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,296,253
Contract administrator fees2016-12-31$36,397
Liabilities. Value of benefit claims payable at end of year2016-12-31$799,773
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$617,891
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$671,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$711,347
Total income from all sources (including contributions)2015-12-31$9,349,730
Total of all expenses incurred2015-12-31$9,765,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,618,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,259,411
Value of total assets at end of year2015-12-31$6,608,815
Value of total assets at beginning of year2015-12-31$7,063,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$147,032
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$250,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$250,783
Administrative expenses professional fees incurred2015-12-31$63,138
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$47,398
Other income not declared elsewhere2015-12-31$37,321
Administrative expenses (other) incurred2015-12-31$14,788
Liabilities. Value of operating payables at end of year2015-12-31$6,676
Liabilities. Value of operating payables at beginning of year2015-12-31$4,235
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$259,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-415,547
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,936,850
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,352,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$11,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,784,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,967,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-197,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,259,411
Employer contributions (assets) at end of year2015-12-31$818,702
Employer contributions (assets) at beginning of year2015-12-31$831,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,618,245
Contract administrator fees2015-12-31$57,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$617,891
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$707,112
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$711,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,041,714
Total income from all sources (including contributions)2014-12-31$13,879,003
Total of all expenses incurred2014-12-31$13,849,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,711,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,498,579
Value of total assets at end of year2014-12-31$7,063,744
Value of total assets at beginning of year2014-12-31$7,364,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$138,488
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$317,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$317,198
Administrative expenses professional fees incurred2014-12-31$38,370
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,249
Other income not declared elsewhere2014-12-31$5,946
Administrative expenses (other) incurred2014-12-31$31,886
Liabilities. Value of operating payables at end of year2014-12-31$4,235
Liabilities. Value of operating payables at beginning of year2014-12-31$3,303
Total non interest bearing cash at end of year2014-12-31$259,273
Total non interest bearing cash at beginning of year2014-12-31$59,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$29,439
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,352,397
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,322,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,967,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,192,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$57,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,498,579
Employer contributions (assets) at end of year2014-12-31$831,900
Employer contributions (assets) at beginning of year2014-12-31$1,110,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,711,076
Contract administrator fees2014-12-31$60,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$707,112
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,038,411
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,041,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$863,499
Total income from all sources (including contributions)2013-12-31$14,244,385
Total of all expenses incurred2013-12-31$13,296,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,171,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,596,919
Value of total assets at end of year2013-12-31$7,364,672
Value of total assets at beginning of year2013-12-31$6,238,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$124,660
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$93,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$93,408
Administrative expenses professional fees incurred2013-12-31$33,576
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,786
Other income not declared elsewhere2013-12-31$3,164
Administrative expenses (other) incurred2013-12-31$23,463
Liabilities. Value of operating payables at end of year2013-12-31$3,303
Liabilities. Value of operating payables at beginning of year2013-12-31$4,290
Total non interest bearing cash at end of year2013-12-31$59,198
Total non interest bearing cash at beginning of year2013-12-31$6,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$947,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,322,958
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,374,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,192,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,372,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$550,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,596,919
Employer contributions (assets) at end of year2013-12-31$1,110,988
Employer contributions (assets) at beginning of year2013-12-31$856,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,171,760
Contract administrator fees2013-12-31$61,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,038,411
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$859,209
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$863,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$907,754
Total income from all sources (including contributions)2012-12-31$15,882,018
Total of all expenses incurred2012-12-31$15,809,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,694,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,431,175
Value of total assets at end of year2012-12-31$6,238,492
Value of total assets at beginning of year2012-12-31$6,209,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$114,368
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$90,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$90,523
Administrative expenses professional fees incurred2012-12-31$33,804
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,786
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,350
Other income not declared elsewhere2012-12-31$1,713
Administrative expenses (other) incurred2012-12-31$17,327
Liabilities. Value of operating payables at end of year2012-12-31$4,290
Liabilities. Value of operating payables at beginning of year2012-12-31$2,640
Total non interest bearing cash at end of year2012-12-31$6,650
Total non interest bearing cash at beginning of year2012-12-31$-11,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$72,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,374,993
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,302,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,372,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,858,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$358,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,431,175
Employer contributions (assets) at end of year2012-12-31$856,682
Employer contributions (assets) at beginning of year2012-12-31$1,359,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,694,660
Contract administrator fees2012-12-31$56,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$859,209
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$905,114
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$907,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$570,960
Total income from all sources (including contributions)2011-12-31$10,665,907
Total of all expenses incurred2011-12-31$10,323,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,220,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,492,223
Value of total assets at end of year2011-12-31$6,209,757
Value of total assets at beginning of year2011-12-31$5,530,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$102,579
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$110,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$110,165
Administrative expenses professional fees incurred2011-12-31$26,220
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,950
Other income not declared elsewhere2011-12-31$14,233
Administrative expenses (other) incurred2011-12-31$12,980
Liabilities. Value of operating payables at end of year2011-12-31$2,640
Liabilities. Value of operating payables at beginning of year2011-12-31$2,298
Total non interest bearing cash at end of year2011-12-31$-11,583
Total non interest bearing cash at beginning of year2011-12-31$-25,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$342,524
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,302,003
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,959,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,858,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,773,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$49,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,492,223
Employer contributions (assets) at end of year2011-12-31$1,359,025
Employer contributions (assets) at beginning of year2011-12-31$780,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,220,804
Contract administrator fees2011-12-31$55,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$905,114
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$568,662
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$570,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$536,696
Total income from all sources (including contributions)2010-12-31$9,311,352
Total of all expenses incurred2010-12-31$9,209,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,097,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,868,259
Value of total assets at end of year2010-12-31$5,530,439
Value of total assets at beginning of year2010-12-31$5,394,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$112,302
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$106,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$106,950
Administrative expenses professional fees incurred2010-12-31$40,127
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,022
Other income not declared elsewhere2010-12-31$4,907
Administrative expenses (other) incurred2010-12-31$12,399
Liabilities. Value of operating payables at end of year2010-12-31$2,298
Liabilities. Value of operating payables at beginning of year2010-12-31$4,110
Total non interest bearing cash at end of year2010-12-31$-25,752
Total non interest bearing cash at beginning of year2010-12-31$-5,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$101,784
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,959,479
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,857,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,773,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,709,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,040,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,040,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$331,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,868,259
Employer contributions (assets) at end of year2010-12-31$780,823
Employer contributions (assets) at beginning of year2010-12-31$644,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,097,266
Contract administrator fees2010-12-31$52,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$568,662
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$532,586
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296

Form 5500 Responses for U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN

2022: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.A. UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER IND. EDU. REIMBURSEMENT, SCHOLARSHIP & VACATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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