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SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 401k Plan overview

Plan NameSOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND
Plan identification number 501

SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND 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)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SOUTHERN CALIFORNIA PIPE TRADES H & W FUND has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA PIPE TRADES H & W FUND
Employer identification number (EIN):951867598
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01RODNEY COBOS2023-09-28 ROBERT FELIX2023-10-03
5012021-01-01RODNEY COBOS2022-10-13 DON W. CHASE2022-10-13
5012020-01-01RODNEY COBOS2021-09-28 DON W. CHASE2021-09-28
5012020-01-01RODNEY COBOS2021-09-28 DON W. CHASE2021-09-28
5012019-01-01RODNEY COBOS2020-09-30 DON W CHASE2020-09-28
5012018-01-01RODNEY COBOS2019-10-09 DON CHASE2019-10-09
5012017-01-01
5012017-01-01RODNEY COBOS2019-08-26 DON CHASE2019-08-26
5012016-01-01
5012016-01-01RODNEY COBOS2019-08-26
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01SID STOLPER
5012011-01-01SID STOLPER
5012009-01-01DON GIARRATANO

Plan Statistics for SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND

401k plan membership statisitcs for SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND

Measure Date Value
2022: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-019,729
Total number of active participants reported on line 7a of the Form 55002022-01-0110,089
Number of retired or separated participants receiving benefits2022-01-01111
Total of all active and inactive participants2022-01-0110,200
Number of employers contributing to the scheme2022-01-01485
2021: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-017,121
Total number of active participants reported on line 7a of the Form 55002021-01-019,560
Number of retired or separated participants receiving benefits2021-01-01169
Total of all active and inactive participants2021-01-019,729
Number of employers contributing to the scheme2021-01-01489
2020: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-017,675
Total number of active participants reported on line 7a of the Form 55002020-01-016,936
Number of retired or separated participants receiving benefits2020-01-01185
Total of all active and inactive participants2020-01-017,121
Number of employers contributing to the scheme2020-01-01455
2019: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-017,322
Total number of active participants reported on line 7a of the Form 55002019-01-017,602
Number of retired or separated participants receiving benefits2019-01-0173
Total of all active and inactive participants2019-01-017,675
Number of employers contributing to the scheme2019-01-01495
2018: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-016,363
Total number of active participants reported on line 7a of the Form 55002018-01-017,274
Number of retired or separated participants receiving benefits2018-01-0148
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017,322
Number of employers contributing to the scheme2018-01-01490
2017: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-016,144
Total number of active participants reported on line 7a of the Form 55002017-01-016,326
Number of retired or separated participants receiving benefits2017-01-0137
Total of all active and inactive participants2017-01-016,363
Number of employers contributing to the scheme2017-01-01489
2016: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-015,688
Total number of active participants reported on line 7a of the Form 55002016-01-016,129
Number of retired or separated participants receiving benefits2016-01-0115
Total of all active and inactive participants2016-01-016,144
Number of employers contributing to the scheme2016-01-01360
2015: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-015,483
Total number of active participants reported on line 7a of the Form 55002015-01-015,662
Number of retired or separated participants receiving benefits2015-01-0126
Total of all active and inactive participants2015-01-015,688
Number of employers contributing to the scheme2015-01-01339
2014: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-015,507
Total number of active participants reported on line 7a of the Form 55002014-01-015,441
Number of retired or separated participants receiving benefits2014-01-0142
Total of all active and inactive participants2014-01-015,483
Number of employers contributing to the scheme2014-01-01360
2013: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-015,746
Total number of active participants reported on line 7a of the Form 55002013-01-015,466
Number of retired or separated participants receiving benefits2013-01-0141
Total of all active and inactive participants2013-01-015,507
Number of employers contributing to the scheme2013-01-01387
2012: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,110
Total number of active participants reported on line 7a of the Form 55002012-01-015,726
Number of retired or separated participants receiving benefits2012-01-0120
Total of all active and inactive participants2012-01-015,746
Number of employers contributing to the scheme2012-01-01408
2011: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-018,035
Total number of active participants reported on line 7a of the Form 55002011-01-015,011
Number of retired or separated participants receiving benefits2011-01-0199
Total of all active and inactive participants2011-01-015,110
Number of employers contributing to the scheme2011-01-01440
2009: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-019,383
Total number of active participants reported on line 7a of the Form 55002009-01-016,017
Number of retired or separated participants receiving benefits2009-01-012,488
Total of all active and inactive participants2009-01-018,505
Number of employers contributing to the scheme2009-01-01483

Financial Data on SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND

Measure Date Value
2022 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-17,770,474
Total unrealized appreciation/depreciation of assets2022-12-31$-17,770,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$107,715,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$82,478,902
Total income from all sources (including contributions)2022-12-31$140,999,073
Total loss/gain on sale of assets2022-12-31$2,388,541
Total of all expenses incurred2022-12-31$175,372,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$164,051,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$157,815,843
Value of total assets at end of year2022-12-31$350,555,940
Value of total assets at beginning of year2022-12-31$359,692,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,320,624
Total interest from all sources2022-12-31$1,768,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,337,604
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$41,278,696
Participant contributions at end of year2022-12-31$3,374,245
Participant contributions at beginning of year2022-12-31$3,092,733
Assets. Other investments not covered elsewhere at end of year2022-12-31$95,440,506
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$67,770,828
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$187,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,049,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$41,163,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$54,915,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$37,448,000
Other income not declared elsewhere2022-12-31$295,452
Administrative expenses (other) incurred2022-12-31$365,661
Liabilities. Value of operating payables at end of year2022-12-31$230
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,695,565
Total non interest bearing cash at beginning of year2022-12-31$2,509,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,373,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$242,840,564
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$277,213,599
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$922,765
Income. Interest from US Government securities2022-12-31$429,486
Income. Interest from corporate debt instruments2022-12-31$963,238
Value of interest in common/collective trusts at end of year2022-12-31$75,790,845
Value of interest in common/collective trusts at beginning of year2022-12-31$80,382,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$18,726,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,398,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,398,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$375,991
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$64,275,701
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$63,578,537
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,332,105
Asset value of US Government securities at end of year2022-12-31$29,928,847
Asset value of US Government securities at beginning of year2022-12-31$33,746,844
Net investment gain or loss from common/collective trusts2022-12-31$-4,376,762
Net gain/loss from 103.12 investment entities2022-12-31$877,758
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$116,349,673
Employer contributions (assets) at end of year2022-12-31$12,228,803
Employer contributions (assets) at beginning of year2022-12-31$10,218,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$158,719,379
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$39,045,838
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$46,831,571
Contract administrator fees2022-12-31$6,694,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$52,800,146
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$45,030,902
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
Aggregate proceeds on sale of assets2022-12-31$283,537,496
Aggregate carrying amount (costs) on sale of assets2022-12-31$281,148,955
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY, LLP
Accountancy firm EIN2022-12-31450250958
2021 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$19,546,709
Total unrealized appreciation/depreciation of assets2021-12-31$19,546,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$82,478,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$86,658,980
Total income from all sources (including contributions)2021-12-31$148,748,088
Total loss/gain on sale of assets2021-12-31$-18,340,081
Total of all expenses incurred2021-12-31$125,625,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$114,781,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$139,836,620
Value of total assets at end of year2021-12-31$359,692,501
Value of total assets at beginning of year2021-12-31$340,749,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,843,963
Total interest from all sources2021-12-31$2,018,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$3,167,541
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$38,856,979
Participant contributions at end of year2021-12-31$3,092,733
Participant contributions at beginning of year2021-12-31$2,933,636
Assets. Other investments not covered elsewhere at end of year2021-12-31$67,770,828
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$90,672,018
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$241,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$41,163,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,581,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$37,448,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$36,489,245
Other income not declared elsewhere2021-12-31$3,698,742
Administrative expenses (other) incurred2021-12-31$258,255
Liabilities. Value of operating payables at beginning of year2021-12-31$524
Total non interest bearing cash at end of year2021-12-31$2,509,338
Total non interest bearing cash at beginning of year2021-12-31$2,117,895
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$23,122,998
Value of net assets at end of year (total assets less liabilities)2021-12-31$277,213,599
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$254,090,601
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$922,061
Income. Interest from US Government securities2021-12-31$912,828
Income. Interest from corporate debt instruments2021-12-31$1,102,484
Value of interest in common/collective trusts at end of year2021-12-31$80,382,412
Value of interest in common/collective trusts at beginning of year2021-12-31$72,388,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,398,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,298,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,298,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,646
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$63,578,537
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$64,132,902
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,994,989
Asset value of US Government securities at end of year2021-12-31$33,746,844
Asset value of US Government securities at beginning of year2021-12-31$42,451,489
Net investment gain or loss from common/collective trusts2021-12-31$2,756,596
Net gain/loss from 103.12 investment entities2021-12-31$-769,456
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$100,738,060
Employer contributions (assets) at end of year2021-12-31$10,218,917
Employer contributions (assets) at beginning of year2021-12-31$9,455,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$109,786,138
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$46,831,571
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$38,716,729
Contract administrator fees2021-12-31$6,496,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$45,030,902
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$50,169,211
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
Aggregate proceeds on sale of assets2021-12-31$317,316,212
Aggregate carrying amount (costs) on sale of assets2021-12-31$335,656,293
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$10,301,007
Total unrealized appreciation/depreciation of assets2020-12-31$10,301,007
Total transfer of assets to this plan2020-12-31$1,233,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$86,658,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$54,128,827
Total income from all sources (including contributions)2020-12-31$133,867,798
Total loss/gain on sale of assets2020-12-31$227,285
Total of all expenses incurred2020-12-31$119,720,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$109,203,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$117,376,507
Value of total assets at end of year2020-12-31$340,749,581
Value of total assets at beginning of year2020-12-31$292,838,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,517,630
Total interest from all sources2020-12-31$2,379,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$3,001,717
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$16,962,881
Participant contributions at end of year2020-12-31$2,933,636
Assets. Other investments not covered elsewhere at end of year2020-12-31$90,672,018
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$80,682,422
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$116,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,581,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$10,481,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$36,489,245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$48,565,170
Other income not declared elsewhere2020-12-31$190,713
Administrative expenses (other) incurred2020-12-31$236,499
Liabilities. Value of operating payables at end of year2020-12-31$524
Liabilities. Value of operating payables at beginning of year2020-12-31$169,657
Total non interest bearing cash at end of year2020-12-31$2,117,895
Total non interest bearing cash at beginning of year2020-12-31$1,333,035
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$14,146,831
Value of net assets at end of year (total assets less liabilities)2020-12-31$254,090,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$238,709,855
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
Assets. partnership/joint venture interests at beginning of year2020-12-31$63,295,269
Investment advisory and management fees2020-12-31$942,739
Interest earned on other investments2020-12-31$839,365
Income. Interest from US Government securities2020-12-31$540,475
Income. Interest from corporate debt instruments2020-12-31$915,120
Value of interest in common/collective trusts at end of year2020-12-31$72,388,654
Value of interest in common/collective trusts at beginning of year2020-12-31$60,698,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,298,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,927,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,927,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$84,872
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$64,132,902
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,639,450
Asset value of US Government securities at end of year2020-12-31$42,451,489
Asset value of US Government securities at beginning of year2020-12-31$24,859,716
Net investment gain or loss from common/collective trusts2020-12-31$3,394,186
Net gain/loss from 103.12 investment entities2020-12-31$-1,732
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$100,297,607
Employer contributions (assets) at end of year2020-12-31$9,455,565
Employer contributions (assets) at beginning of year2020-12-31$9,609,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$104,563,887
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$38,716,729
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$30,950,218
Contract administrator fees2020-12-31$6,336,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$50,169,211
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,394,000
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
Aggregate proceeds on sale of assets2020-12-31$234,405,142
Aggregate carrying amount (costs) on sale of assets2020-12-31$234,177,857
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,416,200
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,416,200
Total unrealized appreciation/depreciation of assets2019-12-31$6,416,200
Total unrealized appreciation/depreciation of assets2019-12-31$6,416,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,128,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,128,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46,880,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46,880,397
Total income from all sources (including contributions)2019-12-31$130,773,565
Total income from all sources (including contributions)2019-12-31$130,773,565
Total loss/gain on sale of assets2019-12-31$3,999,106
Total loss/gain on sale of assets2019-12-31$3,999,106
Total of all expenses incurred2019-12-31$90,843,685
Total of all expenses incurred2019-12-31$90,843,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$80,730,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$80,730,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$111,585,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$111,585,552
Value of total assets at end of year2019-12-31$292,838,682
Value of total assets at end of year2019-12-31$292,838,682
Value of total assets at beginning of year2019-12-31$245,660,372
Value of total assets at beginning of year2019-12-31$245,660,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,113,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,113,158
Total interest from all sources2019-12-31$3,841,638
Total interest from all sources2019-12-31$3,841,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,707,676
Administrative expenses professional fees incurred2019-12-31$2,707,676
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$803,426
Contributions received from participants2019-12-31$803,426
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$49,456
Participant contributions at beginning of year2019-12-31$49,456
Assets. Other investments not covered elsewhere at end of year2019-12-31$80,682,422
Assets. Other investments not covered elsewhere at end of year2019-12-31$80,682,422
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$60,576,714
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$60,576,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,481,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,481,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,951,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$48,565,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,052,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,052,477
Other income not declared elsewhere2019-12-31$30,342
Other income not declared elsewhere2019-12-31$30,342
Administrative expenses (other) incurred2019-12-31$445,673
Administrative expenses (other) incurred2019-12-31$445,673
Liabilities. Value of operating payables at end of year2019-12-31$169,657
Liabilities. Value of operating payables at end of year2019-12-31$169,657
Liabilities. Value of operating payables at beginning of year2019-12-31$145,920
Liabilities. Value of operating payables at beginning of year2019-12-31$145,920
Total non interest bearing cash at end of year2019-12-31$1,333,035
Total non interest bearing cash at end of year2019-12-31$1,333,035
Total non interest bearing cash at beginning of year2019-12-31$808,287
Total non interest bearing cash at beginning of year2019-12-31$808,287
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
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$39,929,880
Value of net income/loss2019-12-31$39,929,880
Value of net assets at end of year (total assets less liabilities)2019-12-31$238,709,855
Value of net assets at end of year (total assets less liabilities)2019-12-31$238,709,855
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$198,779,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$198,779,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$63,295,269
Assets. partnership/joint venture interests at end of year2019-12-31$63,295,269
Assets. partnership/joint venture interests at beginning of year2019-12-31$52,785,436
Assets. partnership/joint venture interests at beginning of year2019-12-31$52,785,436
Investment advisory and management fees2019-12-31$723,877
Investment advisory and management fees2019-12-31$723,877
Interest earned on other investments2019-12-31$1,909,834
Interest earned on other investments2019-12-31$1,909,834
Income. Interest from US Government securities2019-12-31$632,505
Income. Interest from US Government securities2019-12-31$632,505
Income. Interest from corporate debt instruments2019-12-31$931,596
Income. Interest from corporate debt instruments2019-12-31$931,596
Value of interest in common/collective trusts at end of year2019-12-31$60,698,946
Value of interest in common/collective trusts at end of year2019-12-31$60,698,946
Value of interest in common/collective trusts at beginning of year2019-12-31$39,093,625
Value of interest in common/collective trusts at beginning of year2019-12-31$39,093,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,927,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,927,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,611,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,611,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,611,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,611,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$367,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$367,703
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,037,954
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,037,954
Asset value of US Government securities at end of year2019-12-31$24,859,716
Asset value of US Government securities at end of year2019-12-31$24,859,716
Asset value of US Government securities at beginning of year2019-12-31$30,067,036
Asset value of US Government securities at beginning of year2019-12-31$30,067,036
Net investment gain or loss from common/collective trusts2019-12-31$4,900,727
Net investment gain or loss from common/collective trusts2019-12-31$4,900,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$110,782,126
Contributions received in cash from employer2019-12-31$110,782,126
Employer contributions (assets) at end of year2019-12-31$9,609,420
Employer contributions (assets) at end of year2019-12-31$9,609,420
Employer contributions (assets) at beginning of year2019-12-31$10,337,222
Employer contributions (assets) at beginning of year2019-12-31$10,337,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$76,692,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$76,692,573
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$30,950,218
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$30,950,218
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$21,379,201
Contract administrator fees2019-12-31$6,235,932
Contract administrator fees2019-12-31$6,235,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,394,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,394,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,682,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,682,000
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$291,335,448
Aggregate proceeds on sale of assets2019-12-31$291,335,448
Aggregate carrying amount (costs) on sale of assets2019-12-31$287,336,342
Aggregate carrying amount (costs) on sale of assets2019-12-31$287,336,342
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,205,106
Total unrealized appreciation/depreciation of assets2018-12-31$-2,205,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,880,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$51,454,754
Total income from all sources (including contributions)2018-12-31$104,473,934
Total loss/gain on sale of assets2018-12-31$-456,831
Total of all expenses incurred2018-12-31$74,530,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$67,165,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$102,632,418
Value of total assets at end of year2018-12-31$245,660,372
Value of total assets at beginning of year2018-12-31$220,291,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,364,866
Total interest from all sources2018-12-31$3,085,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$664,349
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$736,738
Participant contributions at end of year2018-12-31$49,456
Participant contributions at beginning of year2018-12-31$59,668
Assets. Other investments not covered elsewhere at end of year2018-12-31$60,576,714
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$43,358,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,968,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,280,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$583,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,091,923
Other income not declared elsewhere2018-12-31$43,156
Administrative expenses (other) incurred2018-12-31$317,958
Liabilities. Value of operating payables at end of year2018-12-31$145,920
Liabilities. Value of operating payables at beginning of year2018-12-31$137,831
Total non interest bearing cash at end of year2018-12-31$808,287
Total non interest bearing cash at beginning of year2018-12-31$163,827
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$29,943,291
Value of net assets at end of year (total assets less liabilities)2018-12-31$198,779,975
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$168,836,684
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
Assets. partnership/joint venture interests at end of year2018-12-31$52,785,436
Assets. partnership/joint venture interests at beginning of year2018-12-31$74,997,066
Investment advisory and management fees2018-12-31$597,286
Value of interest in pooled separate accounts at beginning of year2018-12-31$27,841,771
Interest earned on other investments2018-12-31$1,788,370
Income. Interest from US Government securities2018-12-31$504,939
Income. Interest from corporate debt instruments2018-12-31$462,138
Value of interest in common/collective trusts at end of year2018-12-31$39,093,625
Value of interest in common/collective trusts at beginning of year2018-12-31$22,701,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$20,611,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,784,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,784,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$329,854
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,310,201
Asset value of US Government securities at end of year2018-12-31$30,067,036
Asset value of US Government securities at beginning of year2018-12-31$11,623,872
Net investment gain/loss from pooled separate accounts2018-12-31$798,132
Net investment gain or loss from common/collective trusts2018-12-31$576,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$101,895,680
Employer contributions (assets) at end of year2018-12-31$18,320,341
Employer contributions (assets) at beginning of year2018-12-31$14,111,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$62,855,576
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$21,379,201
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$15,368,676
Contract administrator fees2018-12-31$5,785,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$46,151,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$50,225,000
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
Aggregate proceeds on sale of assets2018-12-31$277,617,990
Aggregate carrying amount (costs) on sale of assets2018-12-31$278,074,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EIDE BAILL, LLP
Accountancy firm EIN2018-12-31450250958
2017 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,134,074
Total unrealized appreciation/depreciation of assets2017-12-31$-1,134,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,343,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,359,473
Total income from all sources (including contributions)2017-12-31$88,174,971
Total loss/gain on sale of assets2017-12-31$-706,962
Total of all expenses incurred2017-12-31$78,400,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$71,306,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$83,238,047
Value of total assets at end of year2017-12-31$220,291,438
Value of total assets at beginning of year2017-12-31$201,532,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,093,904
Total interest from all sources2017-12-31$1,467,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$637,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$555,900
Participant contributions at end of year2017-12-31$59,668
Participant contributions at beginning of year2017-12-31$106,460
Assets. Other investments not covered elsewhere at end of year2017-12-31$43,358,547
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,114,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$697,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$281,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,091,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,110,519
Other income not declared elsewhere2017-12-31$509,877
Administrative expenses (other) incurred2017-12-31$206,280
Liabilities. Value of operating payables at end of year2017-12-31$137,831
Liabilities. Value of operating payables at beginning of year2017-12-31$132,954
Total non interest bearing cash at end of year2017-12-31$163,827
Total non interest bearing cash at beginning of year2017-12-31$77,515
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$9,774,405
Value of net assets at end of year (total assets less liabilities)2017-12-31$170,947,684
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$161,173,279
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
Assets. partnership/joint venture interests at end of year2017-12-31$74,997,066
Assets. partnership/joint venture interests at beginning of year2017-12-31$74,470,030
Investment advisory and management fees2017-12-31$694,936
Value of interest in pooled separate accounts at end of year2017-12-31$27,841,771
Value of interest in pooled separate accounts at beginning of year2017-12-31$27,004,122
Interest earned on other investments2017-12-31$215,808
Income. Interest from US Government securities2017-12-31$401,627
Income. Interest from corporate debt instruments2017-12-31$717,729
Value of interest in common/collective trusts at end of year2017-12-31$22,701,763
Value of interest in common/collective trusts at beginning of year2017-12-31$34,418,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,784,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,235,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,235,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$131,973
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,963,444
Asset value of US Government securities at end of year2017-12-31$11,623,872
Asset value of US Government securities at beginning of year2017-12-31$20,402,915
Net investment gain/loss from pooled separate accounts2017-12-31$1,000,278
Net investment gain or loss from common/collective trusts2017-12-31$3,800,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$82,682,147
Employer contributions (assets) at end of year2017-12-31$14,111,055
Employer contributions (assets) at beginning of year2017-12-31$13,388,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$69,343,218
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$15,368,676
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$23,396,817
Contract administrator fees2017-12-31$5,555,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$48,114,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$39,116,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$1,583,156
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,635,056
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
Aggregate proceeds on sale of assets2017-12-31$266,131,541
Aggregate carrying amount (costs) on sale of assets2017-12-31$266,838,503
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 name2017-12-31BERNARD KOTKIN & CO., LLP
Accountancy firm EIN2017-12-31952556670
2016 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,666,859
Total unrealized appreciation/depreciation of assets2016-12-31$2,666,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$40,359,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,193,071
Total income from all sources (including contributions)2016-12-31$77,945,486
Total loss/gain on sale of assets2016-12-31$-2,810,512
Total of all expenses incurred2016-12-31$69,840,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$62,314,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$73,702,353
Value of total assets at end of year2016-12-31$201,532,752
Value of total assets at beginning of year2016-12-31$185,261,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,526,014
Total interest from all sources2016-12-31$2,015,979
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$0
Administrative expenses professional fees incurred2016-12-31$788,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$520,280
Participant contributions at end of year2016-12-31$106,460
Participant contributions at beginning of year2016-12-31$110,869
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,114,911
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,047,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$281,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$282,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,110,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,962,122
Other income not declared elsewhere2016-12-31$31,176
Administrative expenses (other) incurred2016-12-31$322,858
Liabilities. Value of operating payables at end of year2016-12-31$132,954
Liabilities. Value of operating payables at beginning of year2016-12-31$140,949
Total non interest bearing cash at end of year2016-12-31$77,515
Total non interest bearing cash at beginning of year2016-12-31$334,010
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$8,104,595
Value of net assets at end of year (total assets less liabilities)2016-12-31$161,173,279
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$153,068,684
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
Assets. partnership/joint venture interests at end of year2016-12-31$74,470,030
Assets. partnership/joint venture interests at beginning of year2016-12-31$58,725,788
Investment advisory and management fees2016-12-31$716,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,195,942
Value of interest in pooled separate accounts at end of year2016-12-31$27,004,122
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,409,941
Interest earned on other investments2016-12-31$966,996
Income. Interest from US Government securities2016-12-31$274,825
Income. Interest from corporate debt instruments2016-12-31$716,532
Value of interest in common/collective trusts at end of year2016-12-31$34,418,978
Value of interest in common/collective trusts at beginning of year2016-12-31$31,831,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,235,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$14,050,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$14,050,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$57,626
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,721,391
Asset value of US Government securities at end of year2016-12-31$20,402,915
Asset value of US Government securities at beginning of year2016-12-31$16,423,860
Net investment gain/loss from pooled separate accounts2016-12-31$897,167
Net investment gain or loss from common/collective trusts2016-12-31$1,442,464
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$73,182,073
Employer contributions (assets) at end of year2016-12-31$13,388,503
Employer contributions (assets) at beginning of year2016-12-31$8,047,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$60,593,486
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$23,396,817
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$22,211,711
Contract administrator fees2016-12-31$5,697,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$39,116,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$30,090,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,635,056
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,589,203
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
Aggregate proceeds on sale of assets2016-12-31$246,730,843
Aggregate carrying amount (costs) on sale of assets2016-12-31$249,541,355
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BERNARD KOTKIN & CO., LLP
Accountancy firm EIN2016-12-31952556670
2015 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-514,697
Total unrealized appreciation/depreciation of assets2015-12-31$-514,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,193,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,662,988
Total income from all sources (including contributions)2015-12-31$63,394,048
Total loss/gain on sale of assets2015-12-31$-3,932,511
Total of all expenses incurred2015-12-31$55,237,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$47,574,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$63,368,932
Value of total assets at end of year2015-12-31$185,261,755
Value of total assets at beginning of year2015-12-31$176,574,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,662,411
Total interest from all sources2015-12-31$3,624,478
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$816,537
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$816,537
Administrative expenses professional fees incurred2015-12-31$829,792
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Contributions received from participants2015-12-31$658,400
Participant contributions at end of year2015-12-31$110,869
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,047,945
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,268,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$282,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$303,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,962,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,201,346
Other income not declared elsewhere2015-12-31$31,309
Administrative expenses (other) incurred2015-12-31$923,369
Liabilities. Value of operating payables at end of year2015-12-31$140,949
Liabilities. Value of operating payables at beginning of year2015-12-31$376,642
Total non interest bearing cash at end of year2015-12-31$334,010
Total non interest bearing cash at beginning of year2015-12-31$728,760
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$8,156,992
Value of net assets at end of year (total assets less liabilities)2015-12-31$153,068,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$144,911,692
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
Assets. partnership/joint venture interests at end of year2015-12-31$90,557,297
Assets. partnership/joint venture interests at beginning of year2015-12-31$57,474,603
Investment advisory and management fees2015-12-31$612,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,195,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,524,404
Interest earned on other investments2015-12-31$2,618,631
Income. Interest from US Government securities2015-12-31$257,614
Income. Interest from corporate debt instruments2015-12-31$726,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$14,050,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$15,662,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$15,662,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,409,941
Asset value of US Government securities at end of year2015-12-31$16,423,860
Asset value of US Government securities at beginning of year2015-12-31$21,496,686
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$62,710,532
Employer contributions (assets) at end of year2015-12-31$8,047,945
Employer contributions (assets) at beginning of year2015-12-31$7,044,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,574,645
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$22,211,711
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$26,496,569
Contract administrator fees2015-12-31$5,297,242
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$30,090,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$30,085,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,589,203
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$1,575,000
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
Aggregate proceeds on sale of assets2015-12-31$243,235,401
Aggregate carrying amount (costs) on sale of assets2015-12-31$247,167,912
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BERNARD KOTKIN & CO., LLP
Accountancy firm EIN2015-12-31952556670
2014 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-2,026,045
Total unrealized appreciation/depreciation of assets2014-12-31$-2,026,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$31,662,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,309,308
Total income from all sources (including contributions)2014-12-31$64,543,776
Total loss/gain on sale of assets2014-12-31$-32,618
Total of all expenses incurred2014-12-31$54,342,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$47,007,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$61,461,115
Value of total assets at end of year2014-12-31$176,574,680
Value of total assets at beginning of year2014-12-31$167,019,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,334,532
Total interest from all sources2014-12-31$3,090,092
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,030,446
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$2,030,446
Administrative expenses professional fees incurred2014-12-31$684,576
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$738,764
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,268,412
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,894,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$303,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$325,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,201,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,632,308
Other income not declared elsewhere2014-12-31$20,786
Administrative expenses (other) incurred2014-12-31$1,048,291
Liabilities. Value of operating payables at end of year2014-12-31$376,642
Total non interest bearing cash at end of year2014-12-31$728,760
Total non interest bearing cash at beginning of year2014-12-31$1,227,633
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$10,201,553
Value of net assets at end of year (total assets less liabilities)2014-12-31$144,911,692
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$134,710,139
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
Assets. partnership/joint venture interests at end of year2014-12-31$57,474,603
Assets. partnership/joint venture interests at beginning of year2014-12-31$49,634,060
Investment advisory and management fees2014-12-31$450,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$41,524,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,194,006
Interest earned on other investments2014-12-31$1,928,378
Income. Interest from US Government securities2014-12-31$269,664
Income. Interest from corporate debt instruments2014-12-31$876,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$15,662,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,140,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,140,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15,949
Asset value of US Government securities at end of year2014-12-31$21,496,686
Asset value of US Government securities at beginning of year2014-12-31$25,204,049
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$60,722,351
Employer contributions (assets) at end of year2014-12-31$7,044,260
Employer contributions (assets) at beginning of year2014-12-31$5,893,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$47,007,691
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$26,496,569
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$25,931,014
Contract administrator fees2014-12-31$5,151,463
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$30,085,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$29,677,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$1,575,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,575,000
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
Aggregate proceeds on sale of assets2014-12-31$195,370,842
Aggregate carrying amount (costs) on sale of assets2014-12-31$195,403,460
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BERNARD KOTKIN & COMPANY, LLP
Accountancy firm EIN2014-12-31952556670
2013 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,415,435
Total unrealized appreciation/depreciation of assets2013-12-31$-1,415,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,309,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,726,153
Total income from all sources (including contributions)2013-12-31$64,078,670
Total loss/gain on sale of assets2013-12-31$-386,552
Total of all expenses incurred2013-12-31$56,446,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$50,097,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$61,494,423
Value of total assets at end of year2013-12-31$167,019,447
Value of total assets at beginning of year2013-12-31$154,804,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,349,131
Total interest from all sources2013-12-31$2,477,146
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,880,846
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$1,880,846
Administrative expenses professional fees incurred2013-12-31$686,305
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Contributions received from participants2013-12-31$604,806
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,894,342
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,731,971
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$325,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$302,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,632,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,774,153
Other income not declared elsewhere2013-12-31$28,242
Administrative expenses (other) incurred2013-12-31$312,324
Total non interest bearing cash at end of year2013-12-31$1,227,633
Total non interest bearing cash at beginning of year2013-12-31$1,205,932
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$7,632,164
Value of net assets at end of year (total assets less liabilities)2013-12-31$134,710,139
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$127,077,975
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
Assets. partnership/joint venture interests at end of year2013-12-31$49,634,060
Assets. partnership/joint venture interests at beginning of year2013-12-31$27,994,660
Investment advisory and management fees2013-12-31$225,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,194,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,075,618
Interest earned on other investments2013-12-31$1,305,107
Income. Interest from US Government securities2013-12-31$251,997
Income. Interest from corporate debt instruments2013-12-31$893,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,140,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,853,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,853,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$26,975
Asset value of US Government securities at end of year2013-12-31$25,204,049
Asset value of US Government securities at beginning of year2013-12-31$38,849,889
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$60,889,617
Employer contributions (assets) at end of year2013-12-31$5,893,044
Employer contributions (assets) at beginning of year2013-12-31$11,503,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$50,097,375
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$25,931,014
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$24,712,279
Contract administrator fees2013-12-31$5,124,793
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$29,677,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$25,952,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,575,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,575,000
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
Aggregate proceeds on sale of assets2013-12-31$324,107,254
Aggregate carrying amount (costs) on sale of assets2013-12-31$324,493,806
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 name2013-12-31BERNARD KOTKIN & CO., LLP
Accountancy firm EIN2013-12-31952556670
2012 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,413,463
Total unrealized appreciation/depreciation of assets2012-12-31$2,413,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,726,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,841,867
Total income from all sources (including contributions)2012-12-31$73,346,428
Total loss/gain on sale of assets2012-12-31$130,346
Total of all expenses incurred2012-12-31$43,545,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,507,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$66,503,675
Value of total assets at end of year2012-12-31$154,804,128
Value of total assets at beginning of year2012-12-31$124,118,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,037,123
Total interest from all sources2012-12-31$2,151,151
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,992,945
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$1,992,945
Administrative expenses professional fees incurred2012-12-31$648,466
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$387,831
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,731,971
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$335,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$302,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$206,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,774,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,004,728
Other income not declared elsewhere2012-12-31$154,848
Administrative expenses (other) incurred2012-12-31$271,265
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$642,139
Total non interest bearing cash at end of year2012-12-31$1,205,932
Total non interest bearing cash at beginning of year2012-12-31$2,310,044
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$29,801,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$127,077,975
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$97,276,557
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
Assets. partnership/joint venture interests at end of year2012-12-31$27,994,660
Assets. partnership/joint venture interests at beginning of year2012-12-31$27,420,181
Investment advisory and management fees2012-12-31$135,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$36,075,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,249,224
Interest earned on other investments2012-12-31$1,164,186
Income. Interest from US Government securities2012-12-31$358,660
Income. Interest from corporate debt instruments2012-12-31$585,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,853,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,885,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,885,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$42,432
Asset value of US Government securities at end of year2012-12-31$38,849,889
Asset value of US Government securities at beginning of year2012-12-31$27,941,822
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$66,115,844
Employer contributions (assets) at end of year2012-12-31$11,503,176
Employer contributions (assets) at beginning of year2012-12-31$8,770,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$37,507,887
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$24,712,279
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$15,425,329
Contract administrator fees2012-12-31$4,981,559
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$25,952,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$25,195,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,575,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,575,000
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
Aggregate proceeds on sale of assets2012-12-31$252,467,293
Aggregate carrying amount (costs) on sale of assets2012-12-31$252,336,947
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BERNARD KOTKIN & CO., LLP
Accountancy firm EIN2012-12-31952556670
2011 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,336,810
Total unrealized appreciation/depreciation of assets2011-12-31$-1,336,810
Total transfer of assets from this plan2011-12-31$11,716,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,841,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,267,659
Total income from all sources (including contributions)2011-12-31$49,498,001
Total of all expenses incurred2011-12-31$44,985,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,277,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$48,802,285
Value of total assets at end of year2011-12-31$124,118,424
Value of total assets at beginning of year2011-12-31$132,748,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,707,938
Total interest from all sources2011-12-31$352,716
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,741,750
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$1,741,750
Administrative expenses professional fees incurred2011-12-31$471,520
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Contributions received from participants2011-12-31$605,122
Assets. Other investments not covered elsewhere at end of year2011-12-31$335,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$206,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$387,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,004,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,021,644
Other income not declared elsewhere2011-12-31$418,382
Administrative expenses (other) incurred2011-12-31$332,485
Liabilities. Value of operating payables at end of year2011-12-31$642,139
Liabilities. Value of operating payables at beginning of year2011-12-31$537,015
Total non interest bearing cash at end of year2011-12-31$2,310,044
Total non interest bearing cash at beginning of year2011-12-31$853,002
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$4,512,469
Value of net assets at end of year (total assets less liabilities)2011-12-31$97,276,557
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$104,480,690
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
Assets. partnership/joint venture interests at end of year2011-12-31$27,420,181
Assets. partnership/joint venture interests at beginning of year2011-12-31$27,675,733
Investment advisory and management fees2011-12-31$259,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,249,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$55,020,857
Interest earned on other investments2011-12-31$123,157
Income. Interest from US Government securities2011-12-31$117,140
Income. Interest from corporate debt instruments2011-12-31$86,324
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$31,132,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,885,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,024,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,024,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26,095
Asset value of US Government securities at end of year2011-12-31$27,941,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-480,322
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$48,197,163
Employer contributions (assets) at end of year2011-12-31$8,770,021
Employer contributions (assets) at beginning of year2011-12-31$7,079,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,277,594
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$15,425,329
Contract administrator fees2011-12-31$4,644,188
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$25,195,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$26,709,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,575,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,575,000
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 name2011-12-31BERNARD KOTKIN & CO LLP
Accountancy firm EIN2011-12-31952556670
2010 : SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,396,462
Total unrealized appreciation/depreciation of assets2010-12-31$1,396,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,267,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32,924,453
Total income from all sources (including contributions)2010-12-31$57,304,796
Total of all expenses incurred2010-12-31$53,491,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$47,281,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$53,624,593
Value of total assets at end of year2010-12-31$132,748,349
Value of total assets at beginning of year2010-12-31$133,591,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,210,006
Total interest from all sources2010-12-31$643,195
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$964,768
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$964,768
Administrative expenses professional fees incurred2010-12-31$529,353
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Contributions received from participants2010-12-31$6,195,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$378,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$94,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,021,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,073,795
Other income not declared elsewhere2010-12-31$652,330
Administrative expenses (other) incurred2010-12-31$402,902
Liabilities. Value of operating payables at end of year2010-12-31$537,015
Liabilities. Value of operating payables at beginning of year2010-12-31$439,658
Total non interest bearing cash at end of year2010-12-31$853,002
Total non interest bearing cash at beginning of year2010-12-31$2,069,755
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$3,813,650
Value of net assets at end of year (total assets less liabilities)2010-12-31$104,480,690
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$100,667,040
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
Assets. partnership/joint venture interests at end of year2010-12-31$27,675,733
Assets. partnership/joint venture interests at beginning of year2010-12-31$27,775,065
Investment advisory and management fees2010-12-31$272,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$55,020,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$38,952,760
Interest earned on other investments2010-12-31$614,539
Value of interest in common/collective trusts at end of year2010-12-31$31,132,271
Value of interest in common/collective trusts at beginning of year2010-12-31$29,287,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,024,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,274,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,274,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$28,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$23,448
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$47,428,817
Employer contributions (assets) at end of year2010-12-31$7,079,401
Employer contributions (assets) at beginning of year2010-12-31$6,555,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$47,281,140
Contract administrator fees2010-12-31$5,005,378
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$26,709,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$31,411,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,583,616
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,581,930
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 name2010-12-31BERNARD KOTKIN AND COMPANY LLP
Accountancy firm EIN2010-12-31952556670

Form 5500 Responses for SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND

2022: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 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: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 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: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 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: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 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
2009: SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
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

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30096537
Policy instance 3
Insurance contract or identification number30096537
Number of Individuals Covered4955
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $566,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number19322
Policy instance 2
Insurance contract or identification number19322
Number of Individuals Covered14386
Insurance policy start date2022-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,085,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78987
Policy instance 1
Insurance contract or identification number78987
Number of Individuals Covered3475
Insurance policy start date2022-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $684,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78987
Policy instance 1
Insurance contract or identification number78987
Number of Individuals Covered3313
Insurance policy start date2021-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $652,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number19322
Policy instance 2
Insurance contract or identification number19322
Number of Individuals Covered13962
Insurance policy start date2021-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,802,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30096537
Policy instance 3
Insurance contract or identification number30096537
Number of Individuals Covered4788
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $536,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30096537
Policy instance 3
Insurance contract or identification number30096537
Number of Individuals Covered4543
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $301,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number19322
Policy instance 2
Insurance contract or identification number19322
Number of Individuals Covered13581
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,706,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78987
Policy instance 1
Insurance contract or identification number78987
Number of Individuals Covered3346
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $637,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number19322
Policy instance 2
Insurance contract or identification number19322
Number of Individuals Covered13477
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,410,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78987
Policy instance 1
Insurance contract or identification number78987
Number of Individuals Covered3494
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $627,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3339105
Policy instance 3
Insurance contract or identification number3339105
Number of Individuals Covered675
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $361,302
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 numberGAO2138
Policy instance 2
Insurance contract or identification numberGAO2138
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051523-1000
Policy instance 1
Insurance contract or identification numberW0051523-1000
Number of Individuals Covered16882
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $39,481
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38937
Additional information about fees paid to insurance brokerPHARMACY ADMINISTRATIVE SERVICES ALLOCATION
Insurance broker organization code?0
Insurance broker nameHEALTH MANAGEMENT SYSTEMS
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract number977804
Policy instance 1
Insurance contract or identification number977804
Number of Individuals Covered15442
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,513
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,609
Insurance broker organization code?0
Insurance broker nameCDR ASSOCIATES
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGAO2138
Policy instance 2
Insurance contract or identification numberGAO2138
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $85,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees85337
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker nameULLICO INVESTMENT COMPANY
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract number977804
Policy instance 1
Insurance contract or identification number977804
Number of Individuals Covered14818
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,527
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13235
Additional information about fees paid to insurance brokerPHARMACY ADMINISTRATIVE SERVICES
Insurance broker organization code?0
Insurance broker nameCDR ASSOCIATES
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract number977
Policy instance 1
Insurance contract or identification number977
Number of Individuals Covered14163
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $537
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $537
Insurance broker organization code?0
Insurance broker nameRAEL & LETSON
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract number977804-0000
Policy instance 1
Insurance contract or identification number977804-0000
Number of Individuals Covered14826
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,023
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees642
Additional information about fees paid to insurance brokerRECOVERY SERVICES
Insurance broker organization code?0
Insurance broker nameRAEL & LETSON
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract number977804-0000
Policy instance 1
Insurance contract or identification number977804-0000
Number of Individuals Covered12809
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $844
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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