?>
Logo

WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 401k Plan overview

Plan NameWORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN
Plan identification number 002

WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION 4 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION 4 ANNUITY FUND
Employer identification number (EIN):046069434
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01WILLIAM J. LYNCH2023-09-19
0022021-01-01WILLIAM J. LYNCH2022-10-04
0022020-01-01WILLIAM J. LYNCH2021-10-04
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM LYNCH WILLIAM LYNCH2018-10-03
0022016-01-01WILLIAM LYNCH WILLIAM LYNCH2017-10-04
0022015-01-01WILLIAM LYNCH WILLIAM LYNCH2016-10-17
0022014-01-01WILLIAM LYNCH WILLIAM LYNCH2015-10-05
0022013-01-01WILLIAM LYNCH WILLIAM LYNCH2014-10-14
0022012-01-01WILLIAM LYNCH WILLIAM LYNCH2013-10-09
0022011-01-01WILLIAM LYNCH WILLIAM LYNCH2012-10-12
0022009-01-01WILLIAM LYNCH WILLIAM LYNCH2010-10-14

Plan Statistics for WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN

401k plan membership statisitcs for WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN

Measure Date Value
2022: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01307
Total number of active participants reported on line 7a of the Form 55002022-01-01286
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01311
Number of participants with account balances2022-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0123
2021: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01300
Total number of active participants reported on line 7a of the Form 55002021-01-01283
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01307
Number of participants with account balances2021-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0119
2020: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01307
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01300
Number of participants with account balances2020-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0119
2019: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01294
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0124
2018: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01301
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01306
Number of participants with account balances2018-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-010
2017: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01322
Total number of active participants reported on line 7a of the Form 55002017-01-01258
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01317
Number of participants with account balances2017-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-010
2016: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01333
Total number of active participants reported on line 7a of the Form 55002016-01-01255
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01322
Number of participants with account balances2016-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-010
2015: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01339
Total number of active participants reported on line 7a of the Form 55002015-01-01271
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0162
Total of all active and inactive participants2015-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01333
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01360
Total number of active participants reported on line 7a of the Form 55002014-01-01277
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01339
Number of participants with account balances2014-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01403
Total number of active participants reported on line 7a of the Form 55002013-01-01273
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01360
Number of participants with account balances2013-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01405
Total number of active participants reported on line 7a of the Form 55002012-01-01403
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01403
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-010
2011: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01398
Total number of active participants reported on line 7a of the Form 55002011-01-01405
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01405
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2009: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01454
Total number of active participants reported on line 7a of the Form 55002009-01-01430
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01430
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN

Measure Date Value
2022 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,513
Total income from all sources (including contributions)2022-12-31$-6,930,830
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,192,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,061,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,242,281
Value of total assets at end of year2022-12-31$41,610,426
Value of total assets at beginning of year2022-12-31$49,730,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$130,242
Total interest from all sources2022-12-31$146,349
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$518,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$518,630
Administrative expenses professional fees incurred2022-12-31$27,606
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,106
Administrative expenses (other) incurred2022-12-31$20,266
Liabilities. Value of operating payables at end of year2022-12-31$11,725
Liabilities. Value of operating payables at beginning of year2022-12-31$8,513
Total non interest bearing cash at end of year2022-12-31$472,102
Total non interest bearing cash at beginning of year2022-12-31$236,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,122,949
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,598,701
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,721,650
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$57,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,094,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$39,580,385
Interest earned on other investments2022-12-31$146,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,755,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,639,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,838,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$2,242,281
Employer contributions (assets) at end of year2022-12-31$289,047
Employer contributions (assets) at beginning of year2022-12-31$269,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,061,877
Contract administrator fees2022-12-31$24,720
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,648
Total income from all sources (including contributions)2021-12-31$9,218,644
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,737,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,581,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,953,406
Value of total assets at end of year2021-12-31$49,730,163
Value of total assets at beginning of year2021-12-31$43,246,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$156,207
Total interest from all sources2021-12-31$140,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,419,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,419,914
Administrative expenses professional fees incurred2021-12-31$26,212
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,953,406
Amount contributed by the employer to the plan for this plan year2021-12-31$1,953,406
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$8,688
Liabilities. Value of operating payables at end of year2021-12-31$8,513
Liabilities. Value of operating payables at beginning of year2021-12-31$6,648
Total non interest bearing cash at end of year2021-12-31$236,687
Total non interest bearing cash at beginning of year2021-12-31$219,383
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$6,481,317
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,721,650
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,240,333
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$96,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$39,580,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,789,055
Interest earned on other investments2021-12-31$140,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,639,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,049,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,704,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$1,953,406
Employer contributions (assets) at end of year2021-12-31$269,450
Employer contributions (assets) at beginning of year2021-12-31$188,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,581,120
Contract administrator fees2021-12-31$24,720
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,616
Total income from all sources (including contributions)2020-12-31$8,130,439
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,263,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,133,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,553,361
Value of total assets at end of year2020-12-31$43,246,981
Value of total assets at beginning of year2020-12-31$37,376,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,633
Total interest from all sources2020-12-31$178,243
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$536,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$536,007
Administrative expenses professional fees incurred2020-12-31$27,626
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,553,361
Amount contributed by the employer to the plan for this plan year2020-12-31$1,553,361
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$16,761
Liabilities. Value of operating payables at end of year2020-12-31$6,648
Liabilities. Value of operating payables at beginning of year2020-12-31$2,616
Total non interest bearing cash at end of year2020-12-31$219,383
Total non interest bearing cash at beginning of year2020-12-31$221,109
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$5,866,609
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,240,333
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,373,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$61,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,789,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,300,904
Interest earned on other investments2020-12-31$178,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,049,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,552,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,862,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$1,553,361
Employer contributions (assets) at end of year2020-12-31$188,837
Employer contributions (assets) at beginning of year2020-12-31$302,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,133,197
Contract administrator fees2020-12-31$24,720
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,616
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,884,819
Total of all expenses incurred2019-12-31$2,266,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,122,169
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,423,286
Value of total assets at end of year2019-12-31$37,376,340
Value of total assets at beginning of year2019-12-31$30,755,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$144,394
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$486,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$486,957
Administrative expenses professional fees incurred2019-12-31$36,675
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,423,286
Amount contributed by the employer to the plan for this plan year2019-12-31$2,423,286
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$14,053
Liabilities. Value of operating payables at end of year2019-12-31$2,616
Total non interest bearing cash at end of year2019-12-31$221,109
Total non interest bearing cash at beginning of year2019-12-31$200,184
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$6,618,256
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,373,724
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,755,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$68,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,300,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,053,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,552,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,502,003
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,974,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$2,423,286
Employer contributions (assets) at end of year2019-12-31$302,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,122,169
Contract administrator fees2019-12-31$24,720
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
2018 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$29,279
Total unrealized appreciation/depreciation of assets2018-12-31$29,279
Total income from all sources (including contributions)2018-12-31$1,042,193
Total of all expenses incurred2018-12-31$1,123,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,032,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,105,362
Value of total assets at end of year2018-12-31$30,755,468
Value of total assets at beginning of year2018-12-31$30,837,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$91,765
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$430,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$430,700
Administrative expenses professional fees incurred2018-12-31$32,133
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,014,164
Amount contributed by the employer to the plan for this plan year2018-12-31$2,014,164
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$91,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$60,555
Administrative expenses (other) incurred2018-12-31$14,597
Total non interest bearing cash at end of year2018-12-31$200,184
Total non interest bearing cash at beginning of year2018-12-31$137,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-81,654
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,755,468
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,837,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,053,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,390,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,502,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,308,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,523,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,014,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$971,527
Contract administrator fees2018-12-31$24,720
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2018-12-31042623065
2017 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,804,613
Total of all expenses incurred2017-12-31$1,093,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,018,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,698,800
Value of total assets at end of year2017-12-31$30,837,122
Value of total assets at beginning of year2017-12-31$26,125,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$74,402
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$850,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$850,283
Administrative expenses professional fees incurred2017-12-31$31,569
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,681,925
Amount contributed by the employer to the plan for this plan year2017-12-31$1,681,925
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,875
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$20,934
Other income not declared elsewhere2017-12-31$60,843
Administrative expenses (other) incurred2017-12-31$16,573
Total non interest bearing cash at end of year2017-12-31$137,909
Total non interest bearing cash at beginning of year2017-12-31$150,915
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$4,711,607
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,837,122
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,125,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,390,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,364,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,308,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,610,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,194,687
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,681,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$997,670
Contract administrator fees2017-12-31$24,660
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2017-12-31042623065
2016 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,612,705
Total of all expenses incurred2016-12-31$1,577,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,500,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,225,373
Value of total assets at end of year2016-12-31$26,125,515
Value of total assets at beginning of year2016-12-31$25,089,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,672
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$568,459
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$568,459
Administrative expenses professional fees incurred2016-12-31$31,634
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,225,373
Amount contributed by the employer to the plan for this plan year2016-12-31$1,225,373
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$16,120
Other income not declared elsewhere2016-12-31$-103,757
Administrative expenses (other) incurred2016-12-31$19,213
Total non interest bearing cash at end of year2016-12-31$150,915
Total non interest bearing cash at beginning of year2016-12-31$143,576
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$1,035,691
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,125,515
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,089,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,364,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,845,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,610,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,100,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$922,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$1,225,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,484,222
Contract administrator fees2016-12-31$23,225
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2016-12-31042623065
2015 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,620,648
Total of all expenses incurred2015-12-31$1,728,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,673,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,530,717
Value of total assets at end of year2015-12-31$25,089,824
Value of total assets at beginning of year2015-12-31$25,198,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,805
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$586,467
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$586,467
Administrative expenses professional fees incurred2015-12-31$31,538
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,530,717
Amount contributed by the employer to the plan for this plan year2015-12-31$1,530,717
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$48,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-162,233
Administrative expenses (other) incurred2015-12-31$11,229
Total non interest bearing cash at end of year2015-12-31$143,576
Total non interest bearing cash at beginning of year2015-12-31$202,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-108,215
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,089,824
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,198,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,845,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,801,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,100,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,193,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$1,530,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,624,996
Contract administrator fees2015-12-31$10,118
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2015-12-31042623065
2014 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,351,605
Total of all expenses incurred2014-12-31$2,080,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,021,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,141,527
Value of total assets at end of year2014-12-31$25,198,039
Value of total assets at beginning of year2014-12-31$24,926,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$36,626
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,141,527
Amount contributed by the employer to the plan for this plan year2014-12-31$1,141,527
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$10,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$28,632
Administrative expenses (other) incurred2014-12-31$9,138
Total non interest bearing cash at end of year2014-12-31$202,602
Total non interest bearing cash at beginning of year2014-12-31$168,923
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$271,410
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,198,039
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,926,629
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,801,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,871,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,193,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,886,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,181,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$1,141,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,010,699
Contract administrator fees2014-12-31$13,025
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2014-12-31042623065
2013 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,219,848
Total of all expenses incurred2013-12-31$2,531,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,476,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,077,969
Value of total assets at end of year2013-12-31$24,926,576
Value of total assets at beginning of year2013-12-31$22,238,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$55,159
Total interest from all sources2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$33,334
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,077,969
Amount contributed by the employer to the plan for this plan year2013-12-31$1,077,969
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$10,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$474,739
Administrative expenses (other) incurred2013-12-31$8,078
Total non interest bearing cash at end of year2013-12-31$168,923
Total non interest bearing cash at beginning of year2013-12-31$150,039
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$2,688,377
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,926,576
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,238,199
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,871,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,088,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,886,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,667,140
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$1,077,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,465,488
Contract administrator fees2013-12-31$13,747
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2013-12-31042623065
2012 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$1,903,993
Total unrealized appreciation/depreciation of assets2012-12-31$1,903,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,247
Total income from all sources (including contributions)2012-12-31$3,796,446
Total of all expenses incurred2012-12-31$996,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$933,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,504,521
Value of total assets at end of year2012-12-31$22,238,199
Value of total assets at beginning of year2012-12-31$19,440,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,896
Total interest from all sources2012-12-31$10,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$41,538
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
Minimum employer required contribution for this plan year2012-12-31$1,504,521
Amount contributed by the employer to the plan for this plan year2012-12-31$1,504,521
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$21,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,247
Administrative expenses (other) incurred2012-12-31$8,996
Total non interest bearing cash at end of year2012-12-31$150,039
Total non interest bearing cash at beginning of year2012-12-31$213,561
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$2,800,247
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,238,199
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,437,952
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,088,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,226,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$377,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$1,504,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$911,333
Contract administrator fees2012-12-31$12,362
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2012-12-31042623065
2011 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-520,172
Total unrealized appreciation/depreciation of assets2011-12-31$-520,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$442
Total income from all sources (including contributions)2011-12-31$943,296
Total of all expenses incurred2011-12-31$2,352,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,285,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,207,702
Value of total assets at end of year2011-12-31$19,440,199
Value of total assets at beginning of year2011-12-31$20,848,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,305
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$10,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$47,457
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
Minimum employer required contribution for this plan year2011-12-31$1,207,702
Amount contributed by the employer to the plan for this plan year2011-12-31$1,207,702
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$5,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$442
Administrative expenses (other) incurred2011-12-31$7,603
Total non interest bearing cash at end of year2011-12-31$213,561
Total non interest bearing cash at beginning of year2011-12-31$164,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,409,650
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,437,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,847,602
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,226,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,683,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$245,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,207,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,280,351
Contract administrator fees2011-12-31$12,245
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2011-12-31042623065
2010 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$1,547,068
Total unrealized appreciation/depreciation of assets2010-12-31$1,547,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,776
Total income from all sources (including contributions)2010-12-31$2,878,922
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,368,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,303,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$972,364
Value of total assets at end of year2010-12-31$20,848,044
Value of total assets at beginning of year2010-12-31$20,341,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$65,317
Total interest from all sources2010-12-31$10,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$48,744
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$972,364
Amount contributed by the employer to the plan for this plan year2010-12-31$972,364
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$5,321
Administrative expenses (other) incurred2010-12-31$5,657
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$510,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,847,602
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,337,045
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 default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$33,570
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,848,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,341,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$349,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$972,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,297,727
Contract administrator fees2010-12-31$10,916
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$442
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$4,776
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 name2010-12-31GOULET, SALVIDIO AND ASSOCIATES, PC
Accountancy firm EIN2010-12-31042623065
2009 : WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,167,119
Amount contributed by the employer to the plan for this plan year2009-12-31$2,167,119

Form 5500 Responses for WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN

2022: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WORCESTER PLUMBERS AND PIPEFITTERS LOCAL UNION #4 PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075315
Policy instance 1
Insurance contract or identification number075315
Number of Individuals Covered311
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075315
Policy instance 1
Insurance contract or identification number075315
Number of Individuals Covered307
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075315
Policy instance 1
Insurance contract or identification number075315
Number of Individuals Covered300
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61115-1
Policy instance 2
Insurance contract or identification numberMR61115-1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075315
Policy instance 1
Insurance contract or identification number075315
Number of Individuals Covered307
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61115-1
Policy instance 2
Insurance contract or identification numberMR61115-1
Number of Individuals Covered306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075315
Policy instance 1
Insurance contract or identification number075315
Number of Individuals Covered306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61115-1
Policy instance 1
Insurance contract or identification numberMR 61115-1
Number of Individuals Covered317
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
Insurance broker organization code?4
Insurance broker nameC E S INS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61115-1
Policy instance 1
Insurance contract or identification numberMR 61115-1
Number of Individuals Covered333
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?4
Insurance broker nameC E S INS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61115
Policy instance 1
Insurance contract or identification numberMR 61115
Number of Individuals Covered339
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,883
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
Commission paid to Insurance BrokerUSD $7,883
Insurance broker organization code?4
Insurance broker nameC E S INS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61115
Policy instance 1
Insurance contract or identification numberMR 61115
Number of Individuals Covered360
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,900
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,900
Insurance broker organization code?4
Insurance broker nameC E S INS AGENCY INC

Potentially related plans

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

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

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

See full terms and conditions

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