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UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 401k Plan overview

Plan NameUA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN
Plan identification number 001

UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES, UA OF PLUMBERS & PIPEFITTERS LOC 51 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, UA OF PLUMBERS & PIPEFITTERS LOC 51
Employer identification number (EIN):050499357
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01DIANE RAULINO DIANE RAULINO2019-02-14
0012016-05-01DIANE RAULINO DIANE RAULINO2018-02-13
0012015-05-01DIANE RAULINO DIANE RAULINO2017-02-15
0012014-05-01DIANE RAULINO DIANE RAULINO2016-02-16
0012013-05-01DIANE RAULINO DIANE RAULINO2015-02-16
0012012-05-01DIANE RAULINO DIANE RAULINO2014-02-14
0012011-05-01DIANE RAULINO DIANE RAULINO2013-02-11
0012010-05-01DIANE RAULINO
0012009-05-01DIANE RAULINO

Plan Statistics for UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN

401k plan membership statisitcs for UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN

Measure Date Value
2022: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2022 401k membership
Current value of assets2022-12-31108,390,597
Acturial value of assets for funding standard account2022-12-31110,982,920
Accrued liability for plan using immediate gains methods2022-12-31218,487,493
Accrued liability under unit credit cost method2022-12-31218,487,493
RPA 94 current liability2022-12-31400,754,458
Expected increase in current liability due to benefits accruing during the plan year2022-12-314,299,022
Expected release from RPA 94 current liability for plan year2022-12-3117,394,856
Expected plan disbursements for the plan year2022-12-3118,364,822
Current value of assets2022-12-31108,390,597
Number of retired participants and beneficiaries receiving payment2022-12-31764
Current liability for retired participants and beneficiaries receiving payment2022-12-31235,912,573
Number of terminated vested participants2022-12-31193
Current liability for terminated vested participants2022-12-3137,908,909
Current liability for active participants non vested benefits2022-12-3111,960,078
Current liability for active participants vested benefits2022-12-31114,972,898
Total number of active articipats2022-12-31577
Current liability for active participants2022-12-31126,932,976
Total participant count with liabilities2022-12-311,534
Total current liabilitoes for participants with libailities2022-12-31400,754,458
Total employer contributions in plan year2022-12-3110,421,877
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-3117,330,261
Employer’s normal cost for plan year as of valuation date2022-12-312,246,942
Amortization credits as of valuation date2022-12-31507,606
Current value of assets2022-04-30117,628,790
Acturial value of assets for funding standard account2022-04-30110,045,468
Accrued liability for plan using immediate gains methods2022-04-30206,951,519
Accrued liability under unit credit cost method2022-04-30206,951,519
RPA 94 current liability2022-04-30395,091,493
Expected increase in current liability due to benefits accruing during the plan year2022-04-304,122,385
Expected release from RPA 94 current liability for plan year2022-04-3016,894,513
Expected plan disbursements for the plan year2022-04-3017,907,628
Current value of assets2022-04-30117,628,790
Number of retired participants and beneficiaries receiving payment2022-04-30770
Current liability for retired participants and beneficiaries receiving payment2022-04-30229,375,722
Number of terminated vested participants2022-04-30203
Current liability for terminated vested participants2022-04-3036,732,921
Current liability for active participants non vested benefits2022-04-3012,372,498
Current liability for active participants vested benefits2022-04-30116,610,352
Total number of active articipats2022-04-30581
Current liability for active participants2022-04-30128,982,850
Total participant count with liabilities2022-04-301,554
Total current liabilitoes for participants with libailities2022-04-30395,091,493
Total employer contributions in plan year2022-04-3010,794,281
Total employee contributions in plan year2022-04-300
Prior year funding deficiency2022-04-3010,561,536
Employer’s normal cost for plan year as of valuation date2022-04-302,210,343
Amortization credits as of valuation date2022-04-30507,606
Total participants, beginning-of-year2022-01-011,512
Total number of active participants reported on line 7a of the Form 55002022-01-01550
Number of retired or separated participants receiving benefits2022-01-01568
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-011,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01195
Total participants2022-01-011,499
Number of employers contributing to the scheme2022-01-0159
2021: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-011,530
Total number of active participants reported on line 7a of the Form 55002021-05-01577
Number of retired or separated participants receiving benefits2021-05-01563
Number of other retired or separated participants entitled to future benefits2021-05-01193
Total of all active and inactive participants2021-05-011,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-01179
Total participants2021-05-011,512
Number of employers contributing to the scheme2021-05-0163
Current value of assets2021-04-3094,232,489
Acturial value of assets for funding standard account2021-04-30106,936,584
Accrued liability for plan using immediate gains methods2021-04-30208,456,261
Accrued liability under unit credit cost method2021-04-30208,456,261
RPA 94 current liability2021-04-30379,366,321
Expected increase in current liability due to benefits accruing during the plan year2021-04-303,731,336
Expected release from RPA 94 current liability for plan year2021-04-3016,732,531
Expected plan disbursements for the plan year2021-04-3017,755,502
Current value of assets2021-04-3094,232,489
Number of retired participants and beneficiaries receiving payment2021-04-30772
Current liability for retired participants and beneficiaries receiving payment2021-04-30219,840,312
Number of terminated vested participants2021-04-30208
Current liability for terminated vested participants2021-04-3034,146,014
Current liability for active participants non vested benefits2021-04-3013,116,910
Current liability for active participants vested benefits2021-04-30112,263,085
Total number of active articipats2021-04-30569
Current liability for active participants2021-04-30125,379,995
Total participant count with liabilities2021-04-301,549
Total current liabilitoes for participants with libailities2021-04-30379,366,321
Total employer contributions in plan year2021-04-3010,145,231
Total employee contributions in plan year2021-04-300
Prior year funding deficiency2021-04-302,285,315
Employer’s normal cost for plan year as of valuation date2021-04-302,207,343
Amortization credits as of valuation date2021-04-3077,463
2020: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-011,525
Total number of active participants reported on line 7a of the Form 55002020-05-01581
Number of retired or separated participants receiving benefits2020-05-01557
Number of other retired or separated participants entitled to future benefits2020-05-01203
Total of all active and inactive participants2020-05-011,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-01189
Total participants2020-05-011,530
Number of employers contributing to the scheme2020-05-0166
Current value of assets2020-04-30107,878,531
Acturial value of assets for funding standard account2020-04-30109,956,141
Accrued liability for plan using immediate gains methods2020-04-30206,745,122
Accrued liability under unit credit cost method2020-04-30206,745,122
RPA 94 current liability2020-04-30372,138,752
Expected increase in current liability due to benefits accruing during the plan year2020-04-303,620,080
Expected release from RPA 94 current liability for plan year2020-04-3016,240,245
Expected plan disbursements for the plan year2020-04-3017,268,733
Current value of assets2020-04-30107,878,531
Number of retired participants and beneficiaries receiving payment2020-04-30765
Current liability for retired participants and beneficiaries receiving payment2020-04-30214,840,679
Number of terminated vested participants2020-04-30200
Current liability for terminated vested participants2020-04-3033,013,294
Current liability for active participants non vested benefits2020-04-3013,644,323
Current liability for active participants vested benefits2020-04-30110,640,456
Total number of active articipats2020-04-30571
Current liability for active participants2020-04-30124,284,779
Total participant count with liabilities2020-04-301,536
Total current liabilitoes for participants with libailities2020-04-30372,138,752
Total employer contributions in plan year2020-04-3010,042,996
Total employee contributions in plan year2020-04-300
Employer’s normal cost for plan year as of valuation date2020-04-302,192,316
Prior year credit balance2020-04-306,211,232
Amortization credits as of valuation date2020-04-3077,463
2019: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-011,516
Total number of active participants reported on line 7a of the Form 55002019-05-01569
Number of retired or separated participants receiving benefits2019-05-01558
Number of other retired or separated participants entitled to future benefits2019-05-01208
Total of all active and inactive participants2019-05-011,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-01190
Total participants2019-05-011,525
Number of employers contributing to the scheme2019-05-0166
Current value of assets2019-04-30107,371,477
Acturial value of assets for funding standard account2019-04-30110,302,340
Accrued liability for plan using immediate gains methods2019-04-30205,919,518
Accrued liability under unit credit cost method2019-04-30205,919,518
RPA 94 current liability2019-04-30373,546,470
Expected increase in current liability due to benefits accruing during the plan year2019-04-303,466,806
Expected release from RPA 94 current liability for plan year2019-04-3015,879,085
Expected plan disbursements for the plan year2019-04-3016,899,771
Current value of assets2019-04-30107,371,477
Number of retired participants and beneficiaries receiving payment2019-04-30749
Current liability for retired participants and beneficiaries receiving payment2019-04-30215,472,125
Number of terminated vested participants2019-04-30218
Current liability for terminated vested participants2019-04-3035,784,371
Current liability for active participants non vested benefits2019-04-3013,872,604
Current liability for active participants vested benefits2019-04-30108,417,370
Total number of active articipats2019-04-30530
Current liability for active participants2019-04-30122,289,974
Total participant count with liabilities2019-04-301,497
Total current liabilitoes for participants with libailities2019-04-30373,546,470
Total employer contributions in plan year2019-04-3010,082,479
Total employee contributions in plan year2019-04-300
Employer’s normal cost for plan year as of valuation date2019-04-302,144,718
Prior year credit balance2019-04-3014,128,889
Amortization credits as of valuation date2019-04-3077,463
2018: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-011,481
Total number of active participants reported on line 7a of the Form 55002018-05-01571
Number of retired or separated participants receiving benefits2018-05-01555
Number of other retired or separated participants entitled to future benefits2018-05-01200
Total of all active and inactive participants2018-05-011,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-01190
Total participants2018-05-011,516
Number of employers contributing to the scheme2018-05-0192
Current value of assets2018-04-30104,935,955
Acturial value of assets for funding standard account2018-04-30114,972,272
Accrued liability for plan using immediate gains methods2018-04-30205,340,698
Accrued liability under unit credit cost method2018-04-30205,340,698
RPA 94 current liability2018-04-30359,627,682
Expected increase in current liability due to benefits accruing during the plan year2018-04-303,414,252
Expected release from RPA 94 current liability for plan year2018-04-3015,559,412
Expected plan disbursements for the plan year2018-04-3016,572,180
Current value of assets2018-04-30104,935,955
Number of retired participants and beneficiaries receiving payment2018-04-30748
Current liability for retired participants and beneficiaries receiving payment2018-04-30207,100,870
Number of terminated vested participants2018-04-30214
Current liability for terminated vested participants2018-04-3029,933,148
Current liability for active participants non vested benefits2018-04-3015,357,132
Current liability for active participants vested benefits2018-04-30107,236,532
Total number of active articipats2018-04-30537
Current liability for active participants2018-04-30122,593,664
Total participant count with liabilities2018-04-301,499
Total current liabilitoes for participants with libailities2018-04-30359,627,682
Total employer contributions in plan year2018-04-309,349,871
Total employee contributions in plan year2018-04-300
Prior year funding deficiency2018-04-300
Employer’s normal cost for plan year as of valuation date2018-04-302,157,169
Prior year credit balance2018-04-3021,632,701
Amortization credits as of valuation date2018-04-3077,463
2017: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-011,484
Total number of active participants reported on line 7a of the Form 55002017-05-01530
Number of retired or separated participants receiving benefits2017-05-01553
Number of other retired or separated participants entitled to future benefits2017-05-01218
Total of all active and inactive participants2017-05-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-01180
Total participants2017-05-011,481
Number of employers contributing to the scheme2017-05-0158
Current value of assets2017-04-3097,606,496
Acturial value of assets for funding standard account2017-04-30117,127,795
Accrued liability for plan using immediate gains methods2017-04-30202,892,320
Accrued liability under unit credit cost method2017-04-30202,892,320
RPA 94 current liability2017-04-30348,445,820
Expected increase in current liability due to benefits accruing during the plan year2017-04-305,990,440
Expected release from RPA 94 current liability for plan year2017-04-3015,104,614
Expected plan disbursements for the plan year2017-04-3016,019,806
Current value of assets2017-04-3097,606,496
Number of retired participants and beneficiaries receiving payment2017-04-30739
Current liability for retired participants and beneficiaries receiving payment2017-04-30200,471,329
Number of terminated vested participants2017-04-30221
Current liability for terminated vested participants2017-04-3030,517,312
Current liability for active participants non vested benefits2017-04-3015,367,482
Current liability for active participants vested benefits2017-04-30102,089,697
Total number of active articipats2017-04-30514
Current liability for active participants2017-04-30117,457,179
Total participant count with liabilities2017-04-301,474
Total current liabilitoes for participants with libailities2017-04-30348,445,820
Total employer contributions in plan year2017-04-3010,731,709
Total employee contributions in plan year2017-04-300
Prior year funding deficiency2017-04-300
Employer’s normal cost for plan year as of valuation date2017-04-303,173,376
Prior year credit balance2017-04-3027,676,038
Amortization credits as of valuation date2017-04-3077,463
2016: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-011,460
Total number of active participants reported on line 7a of the Form 55002016-05-01537
Number of retired or separated participants receiving benefits2016-05-01554
Number of other retired or separated participants entitled to future benefits2016-05-01214
Total of all active and inactive participants2016-05-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-01179
Total participants2016-05-011,484
Number of employers contributing to the scheme2016-05-0158
Current value of assets2016-04-30106,144,685
Acturial value of assets for funding standard account2016-04-30123,230,018
Accrued liability for plan using immediate gains methods2016-04-30199,123,192
Accrued liability under unit credit cost method2016-04-30199,123,192
RPA 94 current liability2016-04-30337,497,416
Expected increase in current liability due to benefits accruing during the plan year2016-04-305,934,030
Expected release from RPA 94 current liability for plan year2016-04-3014,628,033
Expected plan disbursements for the plan year2016-04-3015,546,407
Current value of assets2016-04-30106,144,685
Number of retired participants and beneficiaries receiving payment2016-04-30726
Current liability for retired participants and beneficiaries receiving payment2016-04-30196,474,281
Number of terminated vested participants2016-04-30217
Current liability for terminated vested participants2016-04-3028,701,404
Current liability for active participants non vested benefits2016-04-3016,201,168
Current liability for active participants vested benefits2016-04-3096,120,563
Total number of active articipats2016-04-30526
Current liability for active participants2016-04-30112,321,731
Total participant count with liabilities2016-04-301,469
Total current liabilitoes for participants with libailities2016-04-30337,497,416
Total employer contributions in plan year2016-04-3010,019,141
Total employee contributions in plan year2016-04-300
Prior year funding deficiency2016-04-300
Employer’s normal cost for plan year as of valuation date2016-04-303,222,929
Prior year credit balance2016-04-3025,474,868
Amortization credits as of valuation date2016-04-307,491,453
2015: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-011,459
Total number of active participants reported on line 7a of the Form 55002015-05-01514
Number of retired or separated participants receiving benefits2015-05-01548
Number of other retired or separated participants entitled to future benefits2015-05-01220
Total of all active and inactive participants2015-05-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-01178
Total participants2015-05-011,460
Number of employers contributing to the scheme2015-05-0160
Current value of assets2015-04-30104,733,167
Acturial value of assets for funding standard account2015-04-30125,261,229
Accrued liability for plan using immediate gains methods2015-04-30194,125,588
Accrued liability under unit credit cost method2015-04-30194,125,588
RPA 94 current liability2015-04-30325,408,651
Expected increase in current liability due to benefits accruing during the plan year2015-04-306,109,323
Expected release from RPA 94 current liability for plan year2015-04-3014,484,598
Expected plan disbursements for the plan year2015-04-3014,620,113
Current value of assets2015-04-30104,733,167
Number of retired participants and beneficiaries receiving payment2015-04-30742
Current liability for retired participants and beneficiaries receiving payment2015-04-30198,294,361
Number of terminated vested participants2015-04-30212
Current liability for terminated vested participants2015-04-3026,038,698
Current liability for active participants non vested benefits2015-04-3012,306,510
Current liability for active participants vested benefits2015-04-3088,769,082
Total number of active articipats2015-04-30535
Current liability for active participants2015-04-30101,075,592
Total participant count with liabilities2015-04-301,489
Total current liabilitoes for participants with libailities2015-04-30325,408,651
Total employer contributions in plan year2015-04-3010,139,678
Total employee contributions in plan year2015-04-300
Prior year funding deficiency2015-04-300
Employer’s normal cost for plan year as of valuation date2015-04-302,942,434
Prior year credit balance2015-04-3022,187,713
Amortization credits as of valuation date2015-04-307,492,883
2014: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-011,479
Total number of active participants reported on line 7a of the Form 55002014-05-01526
Number of retired or separated participants receiving benefits2014-05-01537
Number of other retired or separated participants entitled to future benefits2014-05-01217
Total of all active and inactive participants2014-05-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-01179
Total participants2014-05-011,459
Number of employers contributing to the scheme2014-05-0155
Current value of assets2014-04-30108,820,436
Acturial value of assets for funding standard account2014-04-30125,742,026
Accrued liability for plan using immediate gains methods2014-04-30191,928,797
Accrued liability under unit credit cost method2014-04-30191,928,797
RPA 94 current liability2014-04-30320,388,282
Expected increase in current liability due to benefits accruing during the plan year2014-04-306,271,918
Expected plan disbursements for the plan year2014-04-3014,494,386
Current value of assets2014-04-30108,820,436
Number of retired participants and beneficiaries receiving payment2014-04-30741
Current liability for retired participants and beneficiaries receiving payment2014-04-30196,602,291
Number of terminated vested participants2014-04-30198
Current liability for terminated vested participants2014-04-3023,680,077
Current liability for active participants non vested benefits2014-04-3012,376,518
Current liability for active participants vested benefits2014-04-3087,729,396
Total number of active articipats2014-04-30567
Current liability for active participants2014-04-30100,105,914
Total participant count with liabilities2014-04-301,506
Total current liabilitoes for participants with libailities2014-04-30320,388,282
Total employer contributions in plan year2014-04-309,908,278
Total employee contributions in plan year2014-04-300
Prior year funding deficiency2014-04-300
Employer’s normal cost for plan year as of valuation date2014-04-303,003,661
Prior year credit balance2014-04-3019,079,978
Amortization credits as of valuation date2014-04-307,415,420
2013: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-011,502
Total number of active participants reported on line 7a of the Form 55002013-05-01535
Number of retired or separated participants receiving benefits2013-05-01548
Number of other retired or separated participants entitled to future benefits2013-05-01212
Total of all active and inactive participants2013-05-011,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-01184
Total participants2013-05-011,479
Number of employers contributing to the scheme2013-05-0159
2012: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-011,489
Total number of active participants reported on line 7a of the Form 55002012-05-01567
Number of retired or separated participants receiving benefits2012-05-01558
Number of other retired or separated participants entitled to future benefits2012-05-01198
Total of all active and inactive participants2012-05-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-01179
Total participants2012-05-011,502
Number of employers contributing to the scheme2012-05-0157
2011: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-011,521
Total number of active participants reported on line 7a of the Form 55002011-05-01585
Number of retired or separated participants receiving benefits2011-05-01545
Number of other retired or separated participants entitled to future benefits2011-05-01183
Total of all active and inactive participants2011-05-011,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-01176
Total participants2011-05-011,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-019
Number of employers contributing to the scheme2011-05-0167
2010: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-011,509
Total number of active participants reported on line 7a of the Form 55002010-05-01622
Number of retired or separated participants receiving benefits2010-05-01543
Number of other retired or separated participants entitled to future benefits2010-05-01179
Total of all active and inactive participants2010-05-011,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-01177
Total participants2010-05-011,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-0120
Number of employers contributing to the scheme2010-05-0169
2009: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-011,520
Total number of active participants reported on line 7a of the Form 55002009-05-01618
Number of retired or separated participants receiving benefits2009-05-01528
Number of other retired or separated participants entitled to future benefits2009-05-01188
Total of all active and inactive participants2009-05-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-01175
Total participants2009-05-011,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0138
Number of employers contributing to the scheme2009-05-0177

Financial Data on UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN

Measure Date Value
2022 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$241,436
Total unrealized appreciation/depreciation of assets2022-12-31$241,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$11,560,521
Total loss/gain on sale of assets2022-12-31$-58,596
Total of all expenses incurred2022-12-31$18,032,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,543,308
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,421,877
Value of total assets at end of year2022-12-31$101,918,440
Value of total assets at beginning of year2022-12-31$108,390,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,489,370
Total income from rents2022-12-31$-145,631
Total interest from all sources2022-12-31$24,603
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,010,867
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$2,010,867
Assets. Real estate other than employer real property at end of year2022-12-31$3,702,282
Assets. Real estate other than employer real property at beginning of year2022-12-31$3,527,682
Administrative expenses professional fees incurred2022-12-31$319,311
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,418,733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,446,230
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$454,593
Administrative expenses (other) incurred2022-12-31$742,965
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$5,052,759
Total non interest bearing cash at beginning of year2022-12-31$2,942,184
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-6,472,157
Value of net assets at end of year (total assets less liabilities)2022-12-31$101,918,440
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$108,390,597
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$305,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$78,652,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$83,152,001
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$12,301,629
Value of interest in common/collective trusts at beginning of year2022-12-31$16,524,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$393,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$762,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$762,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,603
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$370,091
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,388,628
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$10,421,877
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,543,308
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$121,301
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$26,697
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$35,373
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$16,346,287
Aggregate carrying amount (costs) on sale of assets2022-12-31$16,404,883
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WARD, FISHER, & COMPANY, LLP
Accountancy firm EIN2022-12-31050234540
Unrealized appreciation/depreciation of real estate assets2022-04-30$763,838
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$2,483,452
Total unrealized appreciation/depreciation of assets2022-04-30$3,247,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Expenses. Interest paid2022-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-04-30$0
Total income from all sources (including contributions)2022-04-30$8,285,039
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$17,523,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$15,944,261
Expenses. Certain deemed distributions of participant loans2022-04-30$0
Value of total corrective distributions2022-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$10,794,281
Value of total assets at end of year2022-04-30$108,390,597
Value of total assets at beginning of year2022-04-30$117,628,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$1,578,971
Total income from rents2022-04-30$-194,980
Total interest from all sources2022-04-30$2,399
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$2,219,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$2,212,281
Assets. Real estate other than employer real property at end of year2022-04-30$3,527,682
Assets. Real estate other than employer real property at beginning of year2022-04-30$2,856,955
Administrative expenses professional fees incurred2022-04-30$355,523
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-04-30$0
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$2,500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$0
Participant contributions at end of year2022-04-30$0
Participant contributions at beginning of year2022-04-30$0
Participant contributions at end of year2022-04-30$0
Participant contributions at beginning of year2022-04-30$0
Assets. Other investments not covered elsewhere at end of year2022-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$1,446,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$1,364,711
Assets. Loans (other than to participants) at end of year2022-04-30$0
Assets. Loans (other than to participants) at beginning of year2022-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$0
Other income not declared elsewhere2022-04-30$510,994
Administrative expenses (other) incurred2022-04-30$742,641
Liabilities. Value of operating payables at end of year2022-04-30$0
Liabilities. Value of operating payables at beginning of year2022-04-30$0
Total non interest bearing cash at end of year2022-04-30$2,942,184
Total non interest bearing cash at beginning of year2022-04-30$2,976,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Income. Non cash contributions2022-04-30$0
Value of net income/loss2022-04-30$-9,238,193
Value of net assets at end of year (total assets less liabilities)2022-04-30$108,390,597
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$117,628,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Assets. partnership/joint venture interests at end of year2022-04-30$0
Assets. partnership/joint venture interests at beginning of year2022-04-30$0
Investment advisory and management fees2022-04-30$404,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$83,152,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$95,587,614
Value of interest in pooled separate accounts at end of year2022-04-30$0
Value of interest in pooled separate accounts at beginning of year2022-04-30$0
Interest on participant loans2022-04-30$0
Income. Interest from loans (other than to participants)2022-04-30$0
Interest earned on other investments2022-04-30$0
Income. Interest from US Government securities2022-04-30$0
Income. Interest from corporate debt instruments2022-04-30$0
Value of interest in master investment trust accounts at end of year2022-04-30$0
Value of interest in master investment trust accounts at beginning of year2022-04-30$0
Value of interest in common/collective trusts at end of year2022-04-30$16,524,438
Value of interest in common/collective trusts at beginning of year2022-04-30$14,040,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$762,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$757,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$757,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$2,399
Assets. Value of investments in 103.12 investment entities at end of year2022-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$0
Asset value of US Government securities at end of year2022-04-30$0
Asset value of US Government securities at beginning of year2022-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-8,294,615
Net investment gain/loss from pooled separate accounts2022-04-30$0
Net investment gain or loss from common/collective trusts2022-04-30$0
Net gain/loss from 103.12 investment entities2022-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Assets. Invements in employer securities at end of year2022-04-30$0
Assets. Invements in employer securities at beginning of year2022-04-30$0
Assets. Value of employer real property at end of year2022-04-30$0
Assets. Value of employer real property at beginning of year2022-04-30$0
Contributions received in cash from employer2022-04-30$10,794,281
Employer contributions (assets) at end of year2022-04-30$0
Employer contributions (assets) at beginning of year2022-04-30$0
Income. Dividends from preferred stock2022-04-30$0
Income. Dividends from common stock2022-04-30$7,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$15,944,261
Asset. Corporate debt instrument preferred debt at end of year2022-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$0
Contract administrator fees2022-04-30$76,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-04-30$0
Liabilities. Value of benefit claims payable at end of year2022-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$35,373
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$45,358
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$9,729,286
Aggregate carrying amount (costs) on sale of assets2022-04-30$9,729,286
Liabilities. Value of acquisition indebtedness at end of year2022-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-04-30$0
Opinion of an independent qualified public accountant for this plan2022-04-30Disclaimer
Accountancy firm name2022-04-30WARD, FISHER, & COMPANY, LLC
Accountancy firm EIN2022-04-30050234540
2021 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-04-30$121,688
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$6,239,113
Total unrealized appreciation/depreciation of assets2021-04-30$6,360,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Expenses. Interest paid2021-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-04-30$0
Total income from all sources (including contributions)2021-04-30$40,829,099
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$17,432,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$15,859,222
Expenses. Certain deemed distributions of participant loans2021-04-30$0
Value of total corrective distributions2021-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$10,145,231
Value of total assets at end of year2021-04-30$117,628,790
Value of total assets at beginning of year2021-04-30$94,232,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$1,573,576
Total income from rents2021-04-30$-63,927
Total interest from all sources2021-04-30$7,625
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$1,533,123
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$1,503,959
Assets. Real estate other than employer real property at end of year2021-04-30$2,856,955
Assets. Real estate other than employer real property at beginning of year2021-04-30$2,829,721
Administrative expenses professional fees incurred2021-04-30$338,294
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-04-30$0
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$2,500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$0
Participant contributions at end of year2021-04-30$0
Participant contributions at beginning of year2021-04-30$0
Participant contributions at end of year2021-04-30$0
Participant contributions at beginning of year2021-04-30$0
Assets. Other investments not covered elsewhere at end of year2021-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$1,364,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$1,364,356
Assets. Loans (other than to participants) at end of year2021-04-30$0
Assets. Loans (other than to participants) at beginning of year2021-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$0
Other income not declared elsewhere2021-04-30$471,538
Administrative expenses (other) incurred2021-04-30$694,458
Liabilities. Value of operating payables at end of year2021-04-30$0
Liabilities. Value of operating payables at beginning of year2021-04-30$0
Total non interest bearing cash at end of year2021-04-30$2,976,008
Total non interest bearing cash at beginning of year2021-04-30$1,946,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Income. Non cash contributions2021-04-30$0
Value of net income/loss2021-04-30$23,396,301
Value of net assets at end of year (total assets less liabilities)2021-04-30$117,628,790
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$94,232,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Assets. partnership/joint venture interests at end of year2021-04-30$0
Assets. partnership/joint venture interests at beginning of year2021-04-30$0
Investment advisory and management fees2021-04-30$455,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$95,587,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$79,481,329
Value of interest in pooled separate accounts at end of year2021-04-30$0
Value of interest in pooled separate accounts at beginning of year2021-04-30$0
Interest on participant loans2021-04-30$0
Income. Interest from loans (other than to participants)2021-04-30$0
Interest earned on other investments2021-04-30$0
Income. Interest from US Government securities2021-04-30$0
Income. Interest from corporate debt instruments2021-04-30$0
Value of interest in master investment trust accounts at end of year2021-04-30$0
Value of interest in master investment trust accounts at beginning of year2021-04-30$0
Value of interest in common/collective trusts at end of year2021-04-30$14,040,987
Value of interest in common/collective trusts at beginning of year2021-04-30$7,827,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$757,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$753,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$753,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$7,625
Assets. Value of investments in 103.12 investment entities at end of year2021-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$0
Asset value of US Government securities at end of year2021-04-30$0
Asset value of US Government securities at beginning of year2021-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$22,374,708
Net investment gain/loss from pooled separate accounts2021-04-30$0
Net investment gain or loss from common/collective trusts2021-04-30$0
Net gain/loss from 103.12 investment entities2021-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Assets. Invements in employer securities at end of year2021-04-30$0
Assets. Invements in employer securities at beginning of year2021-04-30$0
Assets. Value of employer real property at end of year2021-04-30$0
Assets. Value of employer real property at beginning of year2021-04-30$0
Contributions received in cash from employer2021-04-30$10,145,231
Employer contributions (assets) at end of year2021-04-30$0
Employer contributions (assets) at beginning of year2021-04-30$0
Income. Dividends from preferred stock2021-04-30$0
Income. Dividends from common stock2021-04-30$29,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$15,859,222
Asset. Corporate debt instrument preferred debt at end of year2021-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$0
Contract administrator fees2021-04-30$85,621
Assets. Corporate common stocks other than exployer securities at end of year2021-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-04-30$0
Liabilities. Value of benefit claims payable at end of year2021-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$45,358
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$28,678
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$8,701,709
Aggregate carrying amount (costs) on sale of assets2021-04-30$8,701,709
Liabilities. Value of acquisition indebtedness at end of year2021-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-04-30$0
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30WARD, FISHER, & COMPANY, LLC
Accountancy firm EIN2021-04-30050234540
2020 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-04-30$162,458
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$-6,918,878
Total unrealized appreciation/depreciation of assets2020-04-30$-6,756,420
Total transfer of assets to this plan2020-04-30$0
Total transfer of assets from this plan2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Expenses. Interest paid2020-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-04-30$0
Total income from all sources (including contributions)2020-04-30$2,988,864
Total loss/gain on sale of assets2020-04-30$2,013,463
Total of all expenses incurred2020-04-30$16,634,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$15,399,337
Expenses. Certain deemed distributions of participant loans2020-04-30$0
Value of total corrective distributions2020-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$10,042,996
Value of total assets at end of year2020-04-30$94,232,489
Value of total assets at beginning of year2020-04-30$107,878,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$1,235,569
Total income from rents2020-04-30$-78,378
Total interest from all sources2020-04-30$10,217
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$2,141,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$2,123,182
Assets. Real estate other than employer real property at end of year2020-04-30$2,829,721
Assets. Real estate other than employer real property at beginning of year2020-04-30$2,749,215
Administrative expenses professional fees incurred2020-04-30$247,888
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-04-30$0
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$2,500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$0
Participant contributions at end of year2020-04-30$0
Participant contributions at beginning of year2020-04-30$0
Participant contributions at end of year2020-04-30$0
Participant contributions at beginning of year2020-04-30$0
Assets. Other investments not covered elsewhere at end of year2020-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$1,364,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$1,326,506
Assets. Loans (other than to participants) at end of year2020-04-30$0
Assets. Loans (other than to participants) at beginning of year2020-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$0
Other income not declared elsewhere2020-04-30$456,368
Administrative expenses (other) incurred2020-04-30$610,180
Liabilities. Value of operating payables at end of year2020-04-30$0
Liabilities. Value of operating payables at beginning of year2020-04-30$0
Total non interest bearing cash at end of year2020-04-30$1,946,917
Total non interest bearing cash at beginning of year2020-04-30$1,585,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Income. Non cash contributions2020-04-30$0
Value of net income/loss2020-04-30$-13,646,042
Value of net assets at end of year (total assets less liabilities)2020-04-30$94,232,489
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$107,878,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Assets. partnership/joint venture interests at end of year2020-04-30$0
Assets. partnership/joint venture interests at beginning of year2020-04-30$0
Investment advisory and management fees2020-04-30$270,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$79,481,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$88,736,806
Value of interest in pooled separate accounts at end of year2020-04-30$0
Value of interest in pooled separate accounts at beginning of year2020-04-30$0
Interest on participant loans2020-04-30$0
Income. Interest from loans (other than to participants)2020-04-30$0
Interest earned on other investments2020-04-30$0
Income. Interest from US Government securities2020-04-30$0
Income. Interest from corporate debt instruments2020-04-30$0
Value of interest in master investment trust accounts at end of year2020-04-30$0
Value of interest in master investment trust accounts at beginning of year2020-04-30$0
Value of interest in common/collective trusts at end of year2020-04-30$7,827,796
Value of interest in common/collective trusts at beginning of year2020-04-30$12,716,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$753,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$740,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$740,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$10,217
Assets. Value of investments in 103.12 investment entities at end of year2020-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$0
Asset value of US Government securities at end of year2020-04-30$0
Asset value of US Government securities at beginning of year2020-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-4,840,751
Net investment gain/loss from pooled separate accounts2020-04-30$0
Net investment gain or loss from common/collective trusts2020-04-30$0
Net gain/loss from 103.12 investment entities2020-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Assets. Invements in employer securities at end of year2020-04-30$0
Assets. Invements in employer securities at beginning of year2020-04-30$0
Assets. Value of employer real property at end of year2020-04-30$0
Assets. Value of employer real property at beginning of year2020-04-30$0
Contributions received in cash from employer2020-04-30$10,042,996
Employer contributions (assets) at end of year2020-04-30$0
Employer contributions (assets) at beginning of year2020-04-30$0
Income. Dividends from preferred stock2020-04-30$0
Income. Dividends from common stock2020-04-30$18,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$15,399,337
Asset. Corporate debt instrument preferred debt at end of year2020-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$0
Contract administrator fees2020-04-30$106,600
Assets. Corporate common stocks other than exployer securities at end of year2020-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-04-30$0
Liabilities. Value of benefit claims payable at end of year2020-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$28,678
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$23,140
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$54,944,490
Aggregate carrying amount (costs) on sale of assets2020-04-30$52,931,027
Liabilities. Value of acquisition indebtedness at end of year2020-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30WARD, FISHER & COMPANY, LLC
Accountancy firm EIN2020-04-30050234540
2019 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-04-30$235,792
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$-5,233,709
Total unrealized appreciation/depreciation of assets2019-04-30$-4,997,917
Total transfer of assets to this plan2019-04-30$0
Total transfer of assets from this plan2019-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Expenses. Interest paid2019-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-04-30$0
Total income from all sources (including contributions)2019-04-30$17,266,191
Total loss/gain on sale of assets2019-04-30$6,904,352
Total of all expenses incurred2019-04-30$16,759,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$15,233,411
Expenses. Certain deemed distributions of participant loans2019-04-30$0
Value of total corrective distributions2019-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$10,082,479
Value of total assets at end of year2019-04-30$107,878,531
Value of total assets at beginning of year2019-04-30$107,371,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$1,525,726
Total income from rents2019-04-30$-152,799
Total interest from all sources2019-04-30$7,582
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$1,858,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$1,850,065
Assets. Real estate other than employer real property at end of year2019-04-30$2,749,215
Assets. Real estate other than employer real property at beginning of year2019-04-30$2,630,066
Administrative expenses professional fees incurred2019-04-30$256,242
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-04-30$0
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$2,500,000
If this is an individual account plan, was there a blackout period2019-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$0
Participant contributions at end of year2019-04-30$0
Participant contributions at beginning of year2019-04-30$0
Participant contributions at end of year2019-04-30$0
Participant contributions at beginning of year2019-04-30$0
Assets. Other investments not covered elsewhere at end of year2019-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$1,326,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$1,306,762
Assets. Loans (other than to participants) at end of year2019-04-30$0
Assets. Loans (other than to participants) at beginning of year2019-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$0
Other income not declared elsewhere2019-04-30$3,563,496
Administrative expenses (other) incurred2019-04-30$718,922
Liabilities. Value of operating payables at end of year2019-04-30$0
Liabilities. Value of operating payables at beginning of year2019-04-30$0
Total non interest bearing cash at end of year2019-04-30$1,585,089
Total non interest bearing cash at beginning of year2019-04-30$1,556,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Income. Non cash contributions2019-04-30$0
Value of net income/loss2019-04-30$507,054
Value of net assets at end of year (total assets less liabilities)2019-04-30$107,878,531
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$107,371,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Assets. partnership/joint venture interests at end of year2019-04-30$0
Assets. partnership/joint venture interests at beginning of year2019-04-30$0
Investment advisory and management fees2019-04-30$443,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$88,736,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$89,765,198
Value of interest in pooled separate accounts at end of year2019-04-30$0
Value of interest in pooled separate accounts at beginning of year2019-04-30$0
Interest on participant loans2019-04-30$0
Income. Interest from loans (other than to participants)2019-04-30$0
Interest earned on other investments2019-04-30$0
Income. Interest from US Government securities2019-04-30$0
Income. Interest from corporate debt instruments2019-04-30$0
Value of interest in master investment trust accounts at end of year2019-04-30$0
Value of interest in master investment trust accounts at beginning of year2019-04-30$0
Value of interest in common/collective trusts at end of year2019-04-30$12,716,795
Value of interest in common/collective trusts at beginning of year2019-04-30$11,349,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$740,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$732,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$732,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$7,582
Assets. Value of investments in 103.12 investment entities at end of year2019-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$0
Asset value of US Government securities at end of year2019-04-30$0
Asset value of US Government securities at beginning of year2019-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$0
Net investment gain/loss from pooled separate accounts2019-04-30$0
Net investment gain or loss from common/collective trusts2019-04-30$0
Net gain/loss from 103.12 investment entities2019-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Assets. Invements in employer securities at end of year2019-04-30$0
Assets. Invements in employer securities at beginning of year2019-04-30$0
Assets. Value of employer real property at end of year2019-04-30$0
Assets. Value of employer real property at beginning of year2019-04-30$0
Contributions received in cash from employer2019-04-30$10,082,479
Employer contributions (assets) at end of year2019-04-30$0
Employer contributions (assets) at beginning of year2019-04-30$0
Income. Dividends from preferred stock2019-04-30$0
Income. Dividends from common stock2019-04-30$8,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$15,233,411
Asset. Corporate debt instrument preferred debt at end of year2019-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$0
Contract administrator fees2019-04-30$106,600
Assets. Corporate common stocks other than exployer securities at end of year2019-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-04-30$0
Liabilities. Value of benefit claims payable at end of year2019-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$23,140
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-04-30$30,904
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$38,495,481
Aggregate carrying amount (costs) on sale of assets2019-04-30$31,591,129
Liabilities. Value of acquisition indebtedness at end of year2019-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30WARD, FISHER, & COMPANY, L.L.C.
Accountancy firm EIN2019-04-30050234540
2018 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-04-30$159,809
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$885,149
Total unrealized appreciation/depreciation of assets2018-04-30$1,044,958
Total transfer of assets to this plan2018-04-30$0
Total transfer of assets from this plan2018-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Expenses. Interest paid2018-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-04-30$0
Total income from all sources (including contributions)2018-04-30$18,961,960
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$16,526,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$15,029,563
Expenses. Certain deemed distributions of participant loans2018-04-30$0
Value of total corrective distributions2018-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$9,349,871
Value of total assets at end of year2018-04-30$107,371,477
Value of total assets at beginning of year2018-04-30$104,935,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$1,496,875
Total income from rents2018-04-30$-74,668
Total interest from all sources2018-04-30$5,086
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$2,115,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$2,109,021
Assets. Real estate other than employer real property at end of year2018-04-30$2,630,066
Assets. Real estate other than employer real property at beginning of year2018-04-30$2,591,940
Administrative expenses professional fees incurred2018-04-30$317,552
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-04-30$0
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$2,500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$0
Participant contributions at end of year2018-04-30$0
Participant contributions at beginning of year2018-04-30$0
Participant contributions at end of year2018-04-30$0
Participant contributions at beginning of year2018-04-30$0
Assets. Other investments not covered elsewhere at end of year2018-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$1,306,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$1,258,475
Assets. Loans (other than to participants) at end of year2018-04-30$0
Assets. Loans (other than to participants) at beginning of year2018-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$0
Other income not declared elsewhere2018-04-30$236,122
Administrative expenses (other) incurred2018-04-30$727,636
Liabilities. Value of operating payables at end of year2018-04-30$0
Liabilities. Value of operating payables at beginning of year2018-04-30$0
Total non interest bearing cash at end of year2018-04-30$1,556,600
Total non interest bearing cash at beginning of year2018-04-30$1,599,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Income. Non cash contributions2018-04-30$0
Value of net income/loss2018-04-30$2,435,522
Value of net assets at end of year (total assets less liabilities)2018-04-30$107,371,477
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$104,935,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Assets. partnership/joint venture interests at end of year2018-04-30$0
Assets. partnership/joint venture interests at beginning of year2018-04-30$0
Investment advisory and management fees2018-04-30$345,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$89,765,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$88,253,609
Value of interest in pooled separate accounts at end of year2018-04-30$0
Value of interest in pooled separate accounts at beginning of year2018-04-30$0
Interest on participant loans2018-04-30$0
Income. Interest from loans (other than to participants)2018-04-30$0
Interest earned on other investments2018-04-30$0
Income. Interest from US Government securities2018-04-30$0
Income. Interest from corporate debt instruments2018-04-30$0
Value of interest in master investment trust accounts at end of year2018-04-30$0
Value of interest in master investment trust accounts at beginning of year2018-04-30$0
Value of interest in common/collective trusts at end of year2018-04-30$11,349,726
Value of interest in common/collective trusts at beginning of year2018-04-30$10,456,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$732,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$759,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$759,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$5,086
Assets. Value of investments in 103.12 investment entities at end of year2018-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$0
Asset value of US Government securities at end of year2018-04-30$0
Asset value of US Government securities at beginning of year2018-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$6,285,585
Net investment gain/loss from pooled separate accounts2018-04-30$0
Net investment gain or loss from common/collective trusts2018-04-30$0
Net gain/loss from 103.12 investment entities2018-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Assets. Invements in employer securities at end of year2018-04-30$0
Assets. Invements in employer securities at beginning of year2018-04-30$0
Assets. Value of employer real property at end of year2018-04-30$0
Assets. Value of employer real property at beginning of year2018-04-30$0
Contributions received in cash from employer2018-04-30$9,349,871
Employer contributions (assets) at end of year2018-04-30$0
Employer contributions (assets) at beginning of year2018-04-30$0
Income. Dividends from preferred stock2018-04-30$0
Income. Dividends from common stock2018-04-30$5,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$15,029,563
Asset. Corporate debt instrument preferred debt at end of year2018-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$0
Contract administrator fees2018-04-30$106,600
Assets. Corporate common stocks other than exployer securities at end of year2018-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-04-30$0
Liabilities. Value of benefit claims payable at end of year2018-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-30$30,904
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-30$16,401
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$8,224,120
Aggregate carrying amount (costs) on sale of assets2018-04-30$8,224,120
Liabilities. Value of acquisition indebtedness at end of year2018-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30WARD, FISHER, & COMPANY, LLP
Accountancy firm EIN2018-04-30050234540
2017 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$1,758,316
Total unrealized appreciation/depreciation of assets2017-04-30$1,758,316
Total transfer of assets to this plan2017-04-30$0
Total transfer of assets from this plan2017-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Expenses. Interest paid2017-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-04-30$0
Total income from all sources (including contributions)2017-04-30$23,319,075
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$15,989,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$14,568,914
Expenses. Certain deemed distributions of participant loans2017-04-30$0
Value of total corrective distributions2017-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$10,731,709
Value of total assets at end of year2017-04-30$104,935,955
Value of total assets at beginning of year2017-04-30$97,606,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$1,420,702
Total income from rents2017-04-30$-89,681
Total interest from all sources2017-04-30$4,508
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$1,897,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$1,893,365
Assets. Real estate other than employer real property at end of year2017-04-30$2,591,940
Assets. Real estate other than employer real property at beginning of year2017-04-30$2,462,866
Administrative expenses professional fees incurred2017-04-30$268,331
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-04-30$0
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$2,500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$0
Participant contributions at end of year2017-04-30$0
Participant contributions at beginning of year2017-04-30$0
Participant contributions at end of year2017-04-30$0
Participant contributions at beginning of year2017-04-30$0
Assets. Other investments not covered elsewhere at end of year2017-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$1,258,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$1,275,691
Assets. Loans (other than to participants) at end of year2017-04-30$0
Assets. Loans (other than to participants) at beginning of year2017-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$0
Other income not declared elsewhere2017-04-30$245,115
Administrative expenses (other) incurred2017-04-30$722,100
Liabilities. Value of operating payables at end of year2017-04-30$0
Liabilities. Value of operating payables at beginning of year2017-04-30$0
Total non interest bearing cash at end of year2017-04-30$1,599,718
Total non interest bearing cash at beginning of year2017-04-30$1,701,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Income. Non cash contributions2017-04-30$0
Value of net income/loss2017-04-30$7,329,459
Value of net assets at end of year (total assets less liabilities)2017-04-30$104,935,955
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$97,606,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Assets. partnership/joint venture interests at end of year2017-04-30$0
Assets. partnership/joint venture interests at beginning of year2017-04-30$0
Investment advisory and management fees2017-04-30$323,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$88,253,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$86,521,621
Value of interest in pooled separate accounts at end of year2017-04-30$0
Value of interest in pooled separate accounts at beginning of year2017-04-30$0
Interest on participant loans2017-04-30$0
Income. Interest from loans (other than to participants)2017-04-30$0
Interest earned on other investments2017-04-30$0
Income. Interest from US Government securities2017-04-30$0
Income. Interest from corporate debt instruments2017-04-30$0
Value of interest in master investment trust accounts at end of year2017-04-30$0
Value of interest in master investment trust accounts at beginning of year2017-04-30$0
Value of interest in common/collective trusts at end of year2017-04-30$10,456,370
Value of interest in common/collective trusts at beginning of year2017-04-30$4,872,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$759,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$754,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$754,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$4,508
Assets. Value of investments in 103.12 investment entities at end of year2017-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$0
Asset value of US Government securities at end of year2017-04-30$0
Asset value of US Government securities at beginning of year2017-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$8,771,227
Net investment gain/loss from pooled separate accounts2017-04-30$0
Net investment gain or loss from common/collective trusts2017-04-30$0
Net gain/loss from 103.12 investment entities2017-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Assets. Invements in employer securities at end of year2017-04-30$0
Assets. Invements in employer securities at beginning of year2017-04-30$0
Assets. Value of employer real property at end of year2017-04-30$0
Assets. Value of employer real property at beginning of year2017-04-30$0
Contributions received in cash from employer2017-04-30$10,731,709
Employer contributions (assets) at end of year2017-04-30$0
Employer contributions (assets) at beginning of year2017-04-30$0
Income. Dividends from preferred stock2017-04-30$0
Income. Dividends from common stock2017-04-30$4,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$14,568,914
Asset. Corporate debt instrument preferred debt at end of year2017-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$0
Contract administrator fees2017-04-30$106,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-04-30$0
Liabilities. Value of benefit claims payable at end of year2017-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$16,401
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$17,332
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$13,671,716
Aggregate carrying amount (costs) on sale of assets2017-04-30$13,671,716
Liabilities. Value of acquisition indebtedness at end of year2017-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30WARD, FISHER & CO, LLC
Accountancy firm EIN2017-04-30050234540
2016 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$-407,754
Total unrealized appreciation/depreciation of assets2016-04-30$-407,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Expenses. Interest paid2016-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-04-30$0
Total income from all sources (including contributions)2016-04-30$7,273,000
Total loss/gain on sale of assets2016-04-30$-85,229
Total of all expenses incurred2016-04-30$15,811,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$14,414,044
Expenses. Certain deemed distributions of participant loans2016-04-30$0
Value of total corrective distributions2016-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$10,019,141
Value of total assets at end of year2016-04-30$97,606,496
Value of total assets at beginning of year2016-04-30$106,144,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$1,397,145
Total income from rents2016-04-30$-90,856
Total interest from all sources2016-04-30$3,453
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$2,078,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$2,075,496
Assets. Real estate other than employer real property at end of year2016-04-30$2,462,866
Assets. Real estate other than employer real property at beginning of year2016-04-30$2,385,112
Administrative expenses professional fees incurred2016-04-30$242,306
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-04-30$0
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$2,500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$0
Participant contributions at end of year2016-04-30$0
Participant contributions at beginning of year2016-04-30$0
Participant contributions at end of year2016-04-30$0
Participant contributions at beginning of year2016-04-30$0
Assets. Other investments not covered elsewhere at end of year2016-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$1,275,691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$1,279,823
Assets. Loans (other than to participants) at end of year2016-04-30$0
Assets. Loans (other than to participants) at beginning of year2016-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$0
Other income not declared elsewhere2016-04-30$228,850
Administrative expenses (other) incurred2016-04-30$728,759
Liabilities. Value of operating payables at end of year2016-04-30$0
Liabilities. Value of operating payables at beginning of year2016-04-30$0
Total non interest bearing cash at end of year2016-04-30$1,701,956
Total non interest bearing cash at beginning of year2016-04-30$1,665,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Income. Non cash contributions2016-04-30$0
Value of net income/loss2016-04-30$-8,538,189
Value of net assets at end of year (total assets less liabilities)2016-04-30$97,606,496
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$106,144,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Assets. partnership/joint venture interests at end of year2016-04-30$0
Assets. partnership/joint venture interests at beginning of year2016-04-30$0
Investment advisory and management fees2016-04-30$319,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$86,521,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$89,331,965
Value of interest in pooled separate accounts at end of year2016-04-30$0
Value of interest in pooled separate accounts at beginning of year2016-04-30$0
Interest on participant loans2016-04-30$0
Income. Interest from loans (other than to participants)2016-04-30$0
Interest earned on other investments2016-04-30$0
Income. Interest from US Government securities2016-04-30$0
Income. Interest from corporate debt instruments2016-04-30$0
Value of interest in master investment trust accounts at end of year2016-04-30$0
Value of interest in master investment trust accounts at beginning of year2016-04-30$0
Value of interest in common/collective trusts at end of year2016-04-30$4,872,225
Value of interest in common/collective trusts at beginning of year2016-04-30$5,466,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$754,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$751,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$751,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$3,453
Assets. Value of investments in 103.12 investment entities at end of year2016-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-04-30$5,239,572
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$0
Asset value of US Government securities at end of year2016-04-30$0
Asset value of US Government securities at beginning of year2016-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-4,472,623
Net investment gain/loss from pooled separate accounts2016-04-30$0
Net investment gain or loss from common/collective trusts2016-04-30$0
Net gain/loss from 103.12 investment entities2016-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Assets. Invements in employer securities at end of year2016-04-30$0
Assets. Invements in employer securities at beginning of year2016-04-30$0
Assets. Value of employer real property at end of year2016-04-30$0
Assets. Value of employer real property at beginning of year2016-04-30$0
Contributions received in cash from employer2016-04-30$10,019,141
Employer contributions (assets) at end of year2016-04-30$0
Employer contributions (assets) at beginning of year2016-04-30$0
Income. Dividends from preferred stock2016-04-30$0
Income. Dividends from common stock2016-04-30$2,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$14,414,044
Asset. Corporate debt instrument preferred debt at end of year2016-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$0
Contract administrator fees2016-04-30$106,600
Assets. Corporate common stocks other than exployer securities at end of year2016-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-04-30$0
Liabilities. Value of benefit claims payable at end of year2016-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$17,332
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$24,848
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$19,431,328
Aggregate carrying amount (costs) on sale of assets2016-04-30$19,516,557
Liabilities. Value of acquisition indebtedness at end of year2016-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30WARD, FISHER & CO, LLC
Accountancy firm EIN2016-04-30050234540
2015 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-04-30$4,612,091
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$28,326
Total unrealized appreciation/depreciation of assets2015-04-30$4,640,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Expenses. Interest paid2015-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-04-30$0
Total income from all sources (including contributions)2015-04-30$16,833,823
Total loss/gain on sale of assets2015-04-30$-4,539,154
Total of all expenses incurred2015-04-30$15,422,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$14,241,498
Expenses. Certain deemed distributions of participant loans2015-04-30$0
Value of total corrective distributions2015-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$10,139,678
Value of total assets at end of year2015-04-30$106,144,685
Value of total assets at beginning of year2015-04-30$104,733,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$1,180,807
Total income from rents2015-04-30$-72,471
Total interest from all sources2015-04-30$115,132
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$2,081,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$2,077,082
Assets. Real estate other than employer real property at end of year2015-04-30$2,385,112
Assets. Real estate other than employer real property at beginning of year2015-04-30$2,348,410
Administrative expenses professional fees incurred2015-04-30$250,402
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-04-30$0
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$2,500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$0
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$0
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$0
Assets. Other investments not covered elsewhere at end of year2015-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$1,279,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$1,322,346
Assets. Loans (other than to participants) at end of year2015-04-30$0
Assets. Loans (other than to participants) at beginning of year2015-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$0
Other income not declared elsewhere2015-04-30$259,590
Administrative expenses (other) incurred2015-04-30$554,230
Liabilities. Value of operating payables at end of year2015-04-30$0
Liabilities. Value of operating payables at beginning of year2015-04-30$0
Total non interest bearing cash at end of year2015-04-30$1,665,017
Total non interest bearing cash at beginning of year2015-04-30$1,464,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Income. Non cash contributions2015-04-30$0
Value of net income/loss2015-04-30$1,411,518
Value of net assets at end of year (total assets less liabilities)2015-04-30$106,144,685
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$104,733,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Assets. partnership/joint venture interests at end of year2015-04-30$0
Assets. partnership/joint venture interests at beginning of year2015-04-30$0
Investment advisory and management fees2015-04-30$274,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$89,331,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$82,295,447
Value of interest in pooled separate accounts at end of year2015-04-30$0
Value of interest in pooled separate accounts at beginning of year2015-04-30$0
Interest on participant loans2015-04-30$0
Income. Interest from loans (other than to participants)2015-04-30$0
Interest earned on other investments2015-04-30$2,352
Income. Interest from US Government securities2015-04-30$61,464
Income. Interest from corporate debt instruments2015-04-30$51,316
Value of interest in master investment trust accounts at end of year2015-04-30$0
Value of interest in master investment trust accounts at beginning of year2015-04-30$0
Value of interest in common/collective trusts at end of year2015-04-30$5,466,695
Value of interest in common/collective trusts at beginning of year2015-04-30$5,252,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$751,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$1,098,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$1,098,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-04-30$5,239,572
Assets. Value of investments in 103.12 investment entities at beginning of year2015-04-30$5,050,786
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$0
Asset value of US Government securities at end of year2015-04-30$0
Asset value of US Government securities at beginning of year2015-04-30$3,160,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$3,805,952
Net investment gain/loss from pooled separate accounts2015-04-30$0
Net investment gain or loss from common/collective trusts2015-04-30$214,496
Net gain/loss from 103.12 investment entities2015-04-30$188,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Assets. Invements in employer securities at end of year2015-04-30$0
Assets. Invements in employer securities at beginning of year2015-04-30$0
Assets. Value of employer real property at end of year2015-04-30$0
Assets. Value of employer real property at beginning of year2015-04-30$0
Contributions received in cash from employer2015-04-30$10,139,678
Employer contributions (assets) at end of year2015-04-30$0
Employer contributions (assets) at beginning of year2015-04-30$0
Income. Dividends from preferred stock2015-04-30$0
Income. Dividends from common stock2015-04-30$4,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$14,241,498
Asset. Corporate debt instrument preferred debt at end of year2015-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$2,714,390
Contract administrator fees2015-04-30$101,222
Assets. Corporate common stocks other than exployer securities at end of year2015-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-04-30$0
Liabilities. Value of benefit claims payable at end of year2015-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$24,848
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$26,199
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$18,190,522
Aggregate carrying amount (costs) on sale of assets2015-04-30$22,729,676
Liabilities. Value of acquisition indebtedness at end of year2015-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30WARD, FISHER, & COMPANY, LLC
Accountancy firm EIN2015-04-30050234540
2014 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-04-30$-5,153,935
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-667,069
Total unrealized appreciation/depreciation of assets2014-04-30$-5,821,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Expenses. Interest paid2014-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-04-30$0
Total income from all sources (including contributions)2014-04-30$11,870,012
Total loss/gain on sale of assets2014-04-30$513,393
Total of all expenses incurred2014-04-30$15,957,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$14,229,236
Expenses. Certain deemed distributions of participant loans2014-04-30$0
Value of total corrective distributions2014-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$9,908,278
Value of total assets at end of year2014-04-30$104,733,167
Value of total assets at beginning of year2014-04-30$108,820,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$1,728,045
Total income from rents2014-04-30$-69,214
Total interest from all sources2014-04-30$475,207
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$571,086
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$542,020
Assets. Real estate other than employer real property at end of year2014-04-30$2,348,410
Assets. Real estate other than employer real property at beginning of year2014-04-30$9,086,616
Administrative expenses professional fees incurred2014-04-30$308,552
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-04-30$0
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$2,500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$0
Participant contributions at end of year2014-04-30$0
Participant contributions at beginning of year2014-04-30$0
Participant contributions at end of year2014-04-30$0
Participant contributions at beginning of year2014-04-30$0
Assets. Other investments not covered elsewhere at end of year2014-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-04-30$5,202,959
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$1,322,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$0
Assets. Loans (other than to participants) at end of year2014-04-30$0
Assets. Loans (other than to participants) at beginning of year2014-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$0
Other income not declared elsewhere2014-04-30$213,352
Administrative expenses (other) incurred2014-04-30$1,093,107
Liabilities. Value of operating payables at end of year2014-04-30$0
Liabilities. Value of operating payables at beginning of year2014-04-30$0
Total non interest bearing cash at end of year2014-04-30$1,464,237
Total non interest bearing cash at beginning of year2014-04-30$2,265,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Income. Non cash contributions2014-04-30$0
Value of net income/loss2014-04-30$-4,087,269
Value of net assets at end of year (total assets less liabilities)2014-04-30$104,733,167
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$108,820,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Assets. partnership/joint venture interests at end of year2014-04-30$0
Assets. partnership/joint venture interests at beginning of year2014-04-30$0
Investment advisory and management fees2014-04-30$223,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$82,295,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$7,267,223
Value of interest in pooled separate accounts at end of year2014-04-30$0
Value of interest in pooled separate accounts at beginning of year2014-04-30$0
Interest on participant loans2014-04-30$0
Income. Interest from loans (other than to participants)2014-04-30$0
Interest earned on other investments2014-04-30$440
Income. Interest from US Government securities2014-04-30$257,487
Income. Interest from corporate debt instruments2014-04-30$215,454
Value of interest in master investment trust accounts at end of year2014-04-30$0
Value of interest in master investment trust accounts at beginning of year2014-04-30$0
Value of interest in common/collective trusts at end of year2014-04-30$5,252,200
Value of interest in common/collective trusts at beginning of year2014-04-30$65,249,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$1,098,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$2,416,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$2,416,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$1,826
Assets. Value of investments in 103.12 investment entities at end of year2014-04-30$5,050,786
Assets. Value of investments in 103.12 investment entities at beginning of year2014-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$0
Asset value of US Government securities at end of year2014-04-30$3,160,664
Asset value of US Government securities at beginning of year2014-04-30$7,930,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$195,223
Net investment gain/loss from pooled separate accounts2014-04-30$-2,125
Net investment gain or loss from common/collective trusts2014-04-30$5,885,816
Net gain/loss from 103.12 investment entities2014-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Assets. Invements in employer securities at end of year2014-04-30$0
Assets. Invements in employer securities at beginning of year2014-04-30$0
Assets. Value of employer real property at end of year2014-04-30$0
Assets. Value of employer real property at beginning of year2014-04-30$0
Contributions received in cash from employer2014-04-30$9,908,278
Employer contributions (assets) at end of year2014-04-30$0
Employer contributions (assets) at beginning of year2014-04-30$0
Income. Dividends from preferred stock2014-04-30$0
Income. Dividends from common stock2014-04-30$29,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$14,229,236
Asset. Corporate debt instrument preferred debt at end of year2014-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$2,714,390
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$6,151,517
Contract administrator fees2014-04-30$102,717
Assets. Corporate common stocks other than exployer securities at end of year2014-04-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-04-30$3,212,017
Liabilities. Value of benefit claims payable at end of year2014-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$26,199
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$37,693
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$92,763,219
Aggregate carrying amount (costs) on sale of assets2014-04-30$92,249,826
Liabilities. Value of acquisition indebtedness at end of year2014-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30WARD, FISHER, & COMPANY, LLC
Accountancy firm EIN2014-04-30050234540
2013 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-04-30$-994,449
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$391,172
Total unrealized appreciation/depreciation of assets2013-04-30$-603,277
Total transfer of assets to this plan2013-04-30$0
Total transfer of assets from this plan2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Expenses. Interest paid2013-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-04-30$0
Total income from all sources (including contributions)2013-04-30$18,746,069
Total loss/gain on sale of assets2013-04-30$80,022
Total of all expenses incurred2013-04-30$15,432,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$14,243,980
Expenses. Certain deemed distributions of participant loans2013-04-30$0
Value of total corrective distributions2013-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$10,434,527
Value of total assets at end of year2013-04-30$108,820,436
Value of total assets at beginning of year2013-04-30$105,507,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$1,188,804
Total income from rents2013-04-30$-102,506
Total interest from all sources2013-04-30$650,919
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$97,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$10,414
Assets. Real estate other than employer real property at end of year2013-04-30$9,086,616
Assets. Real estate other than employer real property at beginning of year2013-04-30$10,137,636
Administrative expenses professional fees incurred2013-04-30$282,344
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-04-30$0
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$2,500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$0
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$0
Participant contributions at end of year2013-04-30$0
Participant contributions at beginning of year2013-04-30$0
Assets. Other investments not covered elsewhere at end of year2013-04-30$5,202,959
Assets. Other investments not covered elsewhere at beginning of year2013-04-30$115,838
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$0
Assets. Loans (other than to participants) at end of year2013-04-30$0
Assets. Loans (other than to participants) at beginning of year2013-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$0
Other income not declared elsewhere2013-04-30$317,593
Administrative expenses (other) incurred2013-04-30$621,961
Liabilities. Value of operating payables at end of year2013-04-30$0
Liabilities. Value of operating payables at beginning of year2013-04-30$0
Total non interest bearing cash at end of year2013-04-30$2,265,667
Total non interest bearing cash at beginning of year2013-04-30$1,785,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Income. Non cash contributions2013-04-30$0
Value of net income/loss2013-04-30$3,313,285
Value of net assets at end of year (total assets less liabilities)2013-04-30$108,820,436
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$105,507,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Assets. partnership/joint venture interests at end of year2013-04-30$0
Assets. partnership/joint venture interests at beginning of year2013-04-30$0
Investment advisory and management fees2013-04-30$284,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$7,267,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$9,115,020
Value of interest in pooled separate accounts at end of year2013-04-30$0
Value of interest in pooled separate accounts at beginning of year2013-04-30$0
Interest on participant loans2013-04-30$0
Income. Interest from loans (other than to participants)2013-04-30$0
Interest earned on other investments2013-04-30$65,077
Income. Interest from US Government securities2013-04-30$311,429
Income. Interest from corporate debt instruments2013-04-30$271,832
Value of interest in master investment trust accounts at end of year2013-04-30$0
Value of interest in master investment trust accounts at beginning of year2013-04-30$0
Value of interest in common/collective trusts at end of year2013-04-30$65,249,423
Value of interest in common/collective trusts at beginning of year2013-04-30$63,496,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$2,416,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$2,561,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$2,561,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$2,581
Assets. Value of investments in 103.12 investment entities at end of year2013-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$0
Asset value of US Government securities at end of year2013-04-30$7,930,942
Asset value of US Government securities at beginning of year2013-04-30$8,808,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$285,152
Net investment gain/loss from pooled separate accounts2013-04-30$0
Net investment gain or loss from common/collective trusts2013-04-30$7,585,729
Net gain/loss from 103.12 investment entities2013-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Assets. Invements in employer securities at end of year2013-04-30$0
Assets. Invements in employer securities at beginning of year2013-04-30$0
Assets. Value of employer real property at end of year2013-04-30$0
Assets. Value of employer real property at beginning of year2013-04-30$0
Contributions received in cash from employer2013-04-30$10,434,527
Employer contributions (assets) at end of year2013-04-30$0
Employer contributions (assets) at beginning of year2013-04-30$0
Income. Dividends from preferred stock2013-04-30$0
Income. Dividends from common stock2013-04-30$87,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$14,243,980
Asset. Corporate debt instrument preferred debt at end of year2013-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$6,151,517
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$7,043,372
Contract administrator fees2013-04-30$0
Assets. Corporate common stocks other than exployer securities at end of year2013-04-30$3,212,017
Assets. Corporate common stocks other than exployer securities at beginning of year2013-04-30$2,387,426
Liabilities. Value of benefit claims payable at end of year2013-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$37,693
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$56,871
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$53,850,083
Aggregate carrying amount (costs) on sale of assets2013-04-30$53,770,061
Liabilities. Value of acquisition indebtedness at end of year2013-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30WARD, FISHER, & COMPANY, LLC
Accountancy firm EIN2013-04-30050234540
2012 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-04-30$-617,604
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$64,900
Total unrealized appreciation/depreciation of assets2012-04-30$-552,704
Total transfer of assets to this plan2012-04-30$0
Total transfer of assets from this plan2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$1,026,250
Expenses. Interest paid2012-04-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-04-30$0
Total income from all sources (including contributions)2012-04-30$13,556,690
Total loss/gain on sale of assets2012-04-30$183,468
Total of all expenses incurred2012-04-30$14,381,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$13,194,454
Expenses. Certain deemed distributions of participant loans2012-04-30$0
Value of total corrective distributions2012-04-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$11,827,340
Value of total assets at end of year2012-04-30$105,507,151
Value of total assets at beginning of year2012-04-30$107,357,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$1,186,589
Total income from rents2012-04-30$-54,375
Total interest from all sources2012-04-30$701,839
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$83,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$8,991
Assets. Real estate other than employer real property at end of year2012-04-30$10,137,636
Assets. Real estate other than employer real property at beginning of year2012-04-30$10,817,618
Administrative expenses professional fees incurred2012-04-30$280,280
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-04-30$0
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$2,500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$0
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Participant contributions at end of year2012-04-30$0
Participant contributions at beginning of year2012-04-30$0
Assets. Other investments not covered elsewhere at end of year2012-04-30$115,838
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$569,279
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$0
Assets. Loans (other than to participants) at end of year2012-04-30$0
Assets. Loans (other than to participants) at beginning of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$1,026,250
Other income not declared elsewhere2012-04-30$339,020
Administrative expenses (other) incurred2012-04-30$618,955
Liabilities. Value of operating payables at end of year2012-04-30$0
Liabilities. Value of operating payables at beginning of year2012-04-30$0
Total non interest bearing cash at end of year2012-04-30$1,785,141
Total non interest bearing cash at beginning of year2012-04-30$652,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Income. Non cash contributions2012-04-30$0
Value of net income/loss2012-04-30$-824,353
Value of net assets at end of year (total assets less liabilities)2012-04-30$105,507,151
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$106,331,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Assets. partnership/joint venture interests at end of year2012-04-30$0
Assets. partnership/joint venture interests at beginning of year2012-04-30$0
Investment advisory and management fees2012-04-30$287,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$9,115,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$8,979,082
Value of interest in pooled separate accounts at end of year2012-04-30$0
Value of interest in pooled separate accounts at beginning of year2012-04-30$0
Interest on participant loans2012-04-30$0
Income. Interest from loans (other than to participants)2012-04-30$0
Interest earned on other investments2012-04-30$77,482
Income. Interest from US Government securities2012-04-30$328,250
Income. Interest from corporate debt instruments2012-04-30$288,564
Value of interest in master investment trust accounts at end of year2012-04-30$0
Value of interest in master investment trust accounts at beginning of year2012-04-30$0
Value of interest in common/collective trusts at end of year2012-04-30$63,496,158
Value of interest in common/collective trusts at beginning of year2012-04-30$64,756,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$2,561,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$4,622,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$4,622,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$7,543
Assets. Value of investments in 103.12 investment entities at end of year2012-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-04-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$0
Asset value of US Government securities at end of year2012-04-30$8,808,304
Asset value of US Government securities at beginning of year2012-04-30$6,924,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$310,122
Net investment gain/loss from pooled separate accounts2012-04-30$0
Net investment gain or loss from common/collective trusts2012-04-30$718,817
Net gain/loss from 103.12 investment entities2012-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Assets. Invements in employer securities at end of year2012-04-30$0
Assets. Invements in employer securities at beginning of year2012-04-30$0
Assets. Value of employer real property at end of year2012-04-30$0
Assets. Value of employer real property at beginning of year2012-04-30$0
Contributions received in cash from employer2012-04-30$11,827,340
Employer contributions (assets) at end of year2012-04-30$0
Employer contributions (assets) at beginning of year2012-04-30$0
Income. Dividends from preferred stock2012-04-30$0
Income. Dividends from common stock2012-04-30$74,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$13,194,454
Asset. Corporate debt instrument preferred debt at end of year2012-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-04-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$7,043,372
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$7,567,108
Contract administrator fees2012-04-30$0
Assets. Corporate common stocks other than exployer securities at end of year2012-04-30$2,387,426
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$2,389,916
Liabilities. Value of benefit claims payable at end of year2012-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$56,871
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$78,263
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$39,810,868
Aggregate carrying amount (costs) on sale of assets2012-04-30$39,627,400
Liabilities. Value of acquisition indebtedness at end of year2012-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30WARD, FISHER, & CO., LLC
Accountancy firm EIN2012-04-30050234540
2011 : UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-04-30$-559,804
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$8,183,664
Total unrealized appreciation/depreciation of assets2011-04-30$7,623,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$1,026,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$21,210,045
Total loss/gain on sale of assets2011-04-30$1,348,654
Total of all expenses incurred2011-04-30$13,902,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$12,731,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$10,546,842
Value of total assets at end of year2011-04-30$107,357,754
Value of total assets at beginning of year2011-04-30$100,643,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$1,171,034
Total income from rents2011-04-30$-67,405
Total interest from all sources2011-04-30$941,239
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$507,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Assets. Real estate other than employer real property at end of year2011-04-30$10,817,618
Assets. Real estate other than employer real property at beginning of year2011-04-30$11,585,540
Administrative expenses professional fees incurred2011-04-30$285,315
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$10,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Assets. Other investments not covered elsewhere at end of year2011-04-30$569,279
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$778,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$1,026,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$0
Other income not declared elsewhere2011-04-30$309,044
Administrative expenses (other) incurred2011-04-30$626,466
Total non interest bearing cash at end of year2011-04-30$0
Total non interest bearing cash at beginning of year2011-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$7,307,328
Value of net assets at end of year (total assets less liabilities)2011-04-30$106,331,504
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$100,643,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$259,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$8,979,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$6,961,118
Interest earned on other investments2011-04-30$113,217
Income. Interest from US Government securities2011-04-30$487,759
Income. Interest from corporate debt instruments2011-04-30$327,196
Value of interest in common/collective trusts at end of year2011-04-30$64,756,278
Value of interest in common/collective trusts at beginning of year2011-04-30$58,153,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$5,275,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$5,287,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$5,287,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$13,067
Asset value of US Government securities at end of year2011-04-30$6,924,801
Asset value of US Government securities at beginning of year2011-04-30$8,931,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$10,546,842
Income. Dividends from common stock2011-04-30$507,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$12,731,683
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$7,567,108
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$6,144,791
Assets. Corporate common stocks other than exployer securities at end of year2011-04-30$2,389,916
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$2,681,477
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$78,263
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$118,658
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$80,768,875
Aggregate carrying amount (costs) on sale of assets2011-04-30$79,420,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30WARD FISHER & CO
Accountancy firm EIN2011-04-30050234540

Form 5500 Responses for UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN

2022: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: UA OF PLUMBERS & PIPEFITTERS LOCAL 51 PENSION PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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