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PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 401k Plan overview

Plan NamePLUMBERS LOCAL UNION NO. 200 WELFARE FUND
Plan identification number 501

PLUMBERS LOCAL UNION NO. 200 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

PLUMBERS LOCAL UNION NO. 200 WELFARE FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS LOCAL UNION NO. 200 WELFARE FUND BOARD OF TRUSTEES
Employer identification number (EIN):113124836
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL UNION NO. 200 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01RICHARD BROOKS DANNY GRODOTZKE2019-01-25
5012016-07-01RICHARD BROOKS
5012015-07-01RICHARD BROOKS - ADMINISTRATOR DANNY GRODOTZKE - TRUSTEE2017-01-12
5012014-07-01RICHARD BROOKS - ADMINISTRATOR DANNY GRODOTZKE - TRUSTEE2016-01-18
5012013-07-01RICHARD BROOKS - ADMINISTRATOR DANNY GRODOTZKE - TRUSTEE2015-01-13
5012012-07-01RICHARD BROOKS - ADMINISTRATOR DANNY GRODOTZKE - TRUSTEE2013-12-11
5012011-07-01RICHARD BROOKS - ADMINISTRATOR DANNY GRODOTZKE - TRUSTEE2013-03-19
5012010-07-01FRANK PELLEGRINO - ADMINISTRATOR DANNY GRODOTZKE - TRUSTEE2011-12-15
5012009-07-01FRANK PELLEGRINO - ADMINISTRATOR DANNY GRODOTZKE - TRUSTEE2011-01-13

Plan Statistics for PLUMBERS LOCAL UNION NO. 200 WELFARE FUND

401k plan membership statisitcs for PLUMBERS LOCAL UNION NO. 200 WELFARE FUND

Measure Date Value
2021: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01785
Total number of active participants reported on line 7a of the Form 55002021-07-01641
Number of retired or separated participants receiving benefits2021-07-01140
Number of other retired or separated participants entitled to future benefits2021-07-013
Total of all active and inactive participants2021-07-01784
Number of employers contributing to the scheme2021-07-0168
2020: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01753
Total number of active participants reported on line 7a of the Form 55002020-07-01633
Number of retired or separated participants receiving benefits2020-07-01145
Number of other retired or separated participants entitled to future benefits2020-07-015
Total of all active and inactive participants2020-07-01783
Number of employers contributing to the scheme2020-07-0163
2019: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01796
Total number of active participants reported on line 7a of the Form 55002019-07-01596
Number of retired or separated participants receiving benefits2019-07-01144
Number of other retired or separated participants entitled to future benefits2019-07-019
Total of all active and inactive participants2019-07-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-01753
Number of employers contributing to the scheme2019-07-0170
2018: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01760
Total number of active participants reported on line 7a of the Form 55002018-07-01643
Number of retired or separated participants receiving benefits2018-07-01144
Number of other retired or separated participants entitled to future benefits2018-07-012
Total of all active and inactive participants2018-07-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-01796
Number of employers contributing to the scheme2018-07-0171
2017: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01731
Total number of active participants reported on line 7a of the Form 55002017-07-01597
Number of retired or separated participants receiving benefits2017-07-01151
Number of other retired or separated participants entitled to future benefits2017-07-015
Total of all active and inactive participants2017-07-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-017
Total participants2017-07-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-0175
2016: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01737
Total number of active participants reported on line 7a of the Form 55002016-07-01561
Number of retired or separated participants receiving benefits2016-07-01157
Number of other retired or separated participants entitled to future benefits2016-07-016
Total of all active and inactive participants2016-07-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-017
Total participants2016-07-01731
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0174
2015: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01688
Total number of active participants reported on line 7a of the Form 55002015-07-01560
Number of retired or separated participants receiving benefits2015-07-01169
Number of other retired or separated participants entitled to future benefits2015-07-014
Total of all active and inactive participants2015-07-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01737
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-0171
2014: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01680
Total number of active participants reported on line 7a of the Form 55002014-07-01511
Number of retired or separated participants receiving benefits2014-07-01169
Number of other retired or separated participants entitled to future benefits2014-07-015
Total of all active and inactive participants2014-07-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01688
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-0171
2013: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01641
Total number of active participants reported on line 7a of the Form 55002013-07-01486
Number of retired or separated participants receiving benefits2013-07-01180
Number of other retired or separated participants entitled to future benefits2013-07-0112
Total of all active and inactive participants2013-07-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01680
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-0169
2012: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01656
Total number of active participants reported on line 7a of the Form 55002012-07-01443
Number of retired or separated participants receiving benefits2012-07-01179
Number of other retired or separated participants entitled to future benefits2012-07-0118
Total of all active and inactive participants2012-07-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01641
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-0179
2011: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,067
Total number of active participants reported on line 7a of the Form 55002011-07-01455
Number of retired or separated participants receiving benefits2011-07-01201
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01656
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-0185
2010: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-011,000
Total number of active participants reported on line 7a of the Form 55002010-07-01660
Number of retired or separated participants receiving benefits2010-07-01407
Total of all active and inactive participants2010-07-011,067
Total participants2010-07-011,067
Number of employers contributing to the scheme2010-07-0185
2009: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01990
Total number of active participants reported on line 7a of the Form 55002009-07-01737
Number of retired or separated participants receiving benefits2009-07-01263
Total of all active and inactive participants2009-07-011,000
Total participants2009-07-011,000

Financial Data on PLUMBERS LOCAL UNION NO. 200 WELFARE FUND

Measure Date Value
2022 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$-14,501
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-573,238
Total unrealized appreciation/depreciation of assets2022-06-30$-587,739
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,053,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,966,222
Total income from all sources (including contributions)2022-06-30$16,511,421
Total loss/gain on sale of assets2022-06-30$-535,075
Total of all expenses incurred2022-06-30$11,451,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$10,722,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$18,695,701
Value of total assets at end of year2022-06-30$39,686,582
Value of total assets at beginning of year2022-06-30$34,539,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$729,340
Total interest from all sources2022-06-30$284,991
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$363,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$363,826
Administrative expenses professional fees incurred2022-06-30$171,798
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$276,091
Assets. Other investments not covered elsewhere at end of year2022-06-30$81,664
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$60,851
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$736,177
Other income not declared elsewhere2022-06-30$3,110
Administrative expenses (other) incurred2022-06-30$515,450
Liabilities. Value of operating payables at end of year2022-06-30$523,327
Liabilities. Value of operating payables at beginning of year2022-06-30$648,222
Total non interest bearing cash at end of year2022-06-30$8,082,348
Total non interest bearing cash at beginning of year2022-06-30$4,250,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$5,059,790
Value of net assets at end of year (total assets less liabilities)2022-06-30$37,632,755
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$32,572,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$42,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$12,541,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,214,719
Interest earned on other investments2022-06-30$284,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$13,923,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$11,863,560
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$827,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,713,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$18,419,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$9,158,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$5,058,022
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$6,149,443
Liabilities. Value of benefit claims payable at end of year2022-06-30$1,530,500
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$1,318,000
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$5,168,833
Aggregate carrying amount (costs) on sale of assets2022-06-30$5,703,908
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BERDON LLP
Accountancy firm EIN2022-06-30130485070
2021 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$-3,519
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$1,369,882
Total unrealized appreciation/depreciation of assets2021-06-30$1,366,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,966,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,410,537
Total income from all sources (including contributions)2021-06-30$19,508,887
Total loss/gain on sale of assets2021-06-30$289,284
Total of all expenses incurred2021-06-30$11,158,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$10,534,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$17,563,270
Value of total assets at end of year2021-06-30$34,539,187
Value of total assets at beginning of year2021-06-30$26,632,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$623,118
Total interest from all sources2021-06-30$267,142
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$289,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$46,857
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$281,171
Assets. Other investments not covered elsewhere at end of year2021-06-30$60,851
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$106,844
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$631,179
Other income not declared elsewhere2021-06-30$1,533
Administrative expenses (other) incurred2021-06-30$538,289
Liabilities. Value of operating payables at end of year2021-06-30$648,222
Liabilities. Value of operating payables at beginning of year2021-06-30$753,537
Total non interest bearing cash at end of year2021-06-30$4,250,614
Total non interest bearing cash at beginning of year2021-06-30$4,289,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$8,350,790
Value of net assets at end of year (total assets less liabilities)2021-06-30$32,572,965
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$24,222,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$37,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$12,214,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$9,497,673
Interest earned on other investments2021-06-30$266,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$11,863,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$8,896,595
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$427,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$-267,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$17,282,099
Income. Dividends from common stock2021-06-30$289,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$9,476,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$6,149,443
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$3,842,021
Liabilities. Value of benefit claims payable at end of year2021-06-30$1,318,000
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$1,657,000
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$4,188,437
Aggregate carrying amount (costs) on sale of assets2021-06-30$3,899,153
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BERDON LLP
Accountancy firm EIN2021-06-30130485070
2020 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$1,081,618
Total unrealized appreciation/depreciation of assets2020-06-30$1,081,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,410,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,767,053
Total income from all sources (including contributions)2020-06-30$17,748,496
Total loss/gain on sale of assets2020-06-30$-176,938
Total of all expenses incurred2020-06-30$11,694,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$10,955,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$16,688,362
Value of total assets at end of year2020-06-30$26,632,712
Value of total assets at beginning of year2020-06-30$19,935,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$739,158
Total interest from all sources2020-06-30$229,182
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$241,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$185,376
Administrative expenses professional fees incurred2020-06-30$174,624
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$239,927
Assets. Other investments not covered elsewhere at end of year2020-06-30$106,844
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$724,466
Other income not declared elsewhere2020-06-30$773
Administrative expenses (other) incurred2020-06-30$536,377
Liabilities. Value of operating payables at end of year2020-06-30$753,537
Liabilities. Value of operating payables at beginning of year2020-06-30$966,953
Total non interest bearing cash at end of year2020-06-30$4,289,579
Total non interest bearing cash at beginning of year2020-06-30$3,276,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$6,054,099
Value of net assets at end of year (total assets less liabilities)2020-06-30$24,222,175
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$18,168,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$28,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$9,497,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,509,905
Interest earned on other investments2020-06-30$228,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$8,896,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$6,782,323
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$777,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-315,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$16,448,435
Income. Dividends from common stock2020-06-30$55,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$9,453,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$3,842,021
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$3,366,682
Liabilities. Value of benefit claims payable at end of year2020-06-30$1,657,000
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$800,100
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$4,064,595
Aggregate carrying amount (costs) on sale of assets2020-06-30$4,241,533
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BERDON LLP
Accountancy firm EIN2020-06-30130485070
2019 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$301,821
Total unrealized appreciation/depreciation of assets2019-06-30$301,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,767,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,665,605
Total income from all sources (including contributions)2019-06-30$15,376,072
Total loss/gain on sale of assets2019-06-30$-40,036
Total of all expenses incurred2019-06-30$10,776,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$10,098,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$14,461,506
Value of total assets at end of year2019-06-30$19,935,129
Value of total assets at beginning of year2019-06-30$15,233,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$677,746
Total interest from all sources2019-06-30$175,571
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$196,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$155,596
Administrative expenses professional fees incurred2019-06-30$168,879
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$246,271
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$507,509
Administrative expenses (other) incurred2019-06-30$486,849
Liabilities. Value of operating payables at end of year2019-06-30$966,953
Liabilities. Value of operating payables at beginning of year2019-06-30$694,205
Total non interest bearing cash at end of year2019-06-30$3,276,219
Total non interest bearing cash at beginning of year2019-06-30$2,409,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,599,913
Value of net assets at end of year (total assets less liabilities)2019-06-30$18,168,076
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,568,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$22,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$6,509,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,185,557
Interest earned on other investments2019-06-30$174,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$79,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$79,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$6,782,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$5,107,364
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$1,739,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$280,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$14,215,235
Income. Dividends from common stock2019-06-30$41,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,851,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$3,366,682
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$2,452,034
Liabilities. Value of benefit claims payable at end of year2019-06-30$800,100
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$971,400
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$1,905,643
Aggregate carrying amount (costs) on sale of assets2019-06-30$1,945,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30BERDON LLP
Accountancy firm EIN2019-06-30130485070
2018 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$117,318
Total unrealized appreciation/depreciation of assets2018-06-30$117,318
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,665,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,115,242
Total income from all sources (including contributions)2018-06-30$13,275,583
Total loss/gain on sale of assets2018-06-30$71,699
Total of all expenses incurred2018-06-30$9,053,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,470,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$12,743,479
Value of total assets at end of year2018-06-30$15,233,768
Value of total assets at beginning of year2018-06-30$10,461,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$582,999
Total interest from all sources2018-06-30$123,281
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$116,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$84,414
Administrative expenses professional fees incurred2018-06-30$147,317
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$271,366
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$334,193
Administrative expenses (other) incurred2018-06-30$418,736
Liabilities. Value of operating payables at end of year2018-06-30$694,205
Liabilities. Value of operating payables at beginning of year2018-06-30$547,242
Total non interest bearing cash at end of year2018-06-30$2,409,183
Total non interest bearing cash at beginning of year2018-06-30$2,158,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,221,641
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,568,163
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,346,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$16,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,185,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,716,644
Interest earned on other investments2018-06-30$122,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$79,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$79,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$79,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$5,107,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,440,143
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,268,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$103,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$12,472,113
Income. Dividends from common stock2018-06-30$31,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,868,307
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$2,452,034
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$2,067,124
Liabilities. Value of benefit claims payable at end of year2018-06-30$971,400
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$568,000
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$1,409,116
Aggregate carrying amount (costs) on sale of assets2018-06-30$1,337,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30BERDON LLP
Accountancy firm EIN2018-06-30130485070
2017 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$340,784
Total unrealized appreciation/depreciation of assets2017-06-30$340,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,115,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$105,777
Total income from all sources (including contributions)2017-06-30$10,945,713
Total loss/gain on sale of assets2017-06-30$-11,555
Total of all expenses incurred2017-06-30$10,832,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$10,344,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$10,465,489
Value of total assets at end of year2017-06-30$10,461,764
Value of total assets at beginning of year2017-06-30$9,338,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$488,030
Total interest from all sources2017-06-30$129,411
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$96,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$63,664
Administrative expenses professional fees incurred2017-06-30$153,581
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$246,405
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$469,698
Administrative expenses (other) incurred2017-06-30$319,160
Liabilities. Value of operating payables at end of year2017-06-30$547,242
Liabilities. Value of operating payables at beginning of year2017-06-30$105,777
Total non interest bearing cash at end of year2017-06-30$2,158,578
Total non interest bearing cash at beginning of year2017-06-30$1,516,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$113,444
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,346,522
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,233,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$15,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,716,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,692,767
Interest earned on other investments2017-06-30$128,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$79,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$78,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$78,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,440,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,316,718
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$1,124,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$-75,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$10,219,084
Income. Dividends from common stock2017-06-30$33,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$8,749,683
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$2,067,124
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$1,734,648
Liabilities. Value of benefit claims payable at end of year2017-06-30$568,000
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$1,525,087
Aggregate carrying amount (costs) on sale of assets2017-06-30$1,536,642
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30BERDON LLP
Accountancy firm EIN2017-06-30130485070
2016 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$91,433
Total unrealized appreciation/depreciation of assets2016-06-30$91,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$105,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$200,803
Total income from all sources (including contributions)2016-06-30$10,238,265
Total loss/gain on sale of assets2016-06-30$-184,118
Total of all expenses incurred2016-06-30$8,880,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$8,383,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$9,999,007
Value of total assets at end of year2016-06-30$9,338,855
Value of total assets at beginning of year2016-06-30$8,076,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$496,992
Total interest from all sources2016-06-30$178,878
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$58,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$150,568
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$199,471
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$303,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$405,742
Other income not declared elsewhere2016-06-30$391
Administrative expenses (other) incurred2016-06-30$321,447
Liabilities. Value of operating payables at end of year2016-06-30$105,777
Liabilities. Value of operating payables at beginning of year2016-06-30$200,803
Total non interest bearing cash at end of year2016-06-30$1,516,017
Total non interest bearing cash at beginning of year2016-06-30$492,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,357,324
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,233,078
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,875,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$24,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,692,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$245,289
Interest earned on other investments2016-06-30$125,026
Income. Interest from US Government securities2016-06-30$19,927
Income. Interest from corporate debt instruments2016-06-30$33,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$78,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$78,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$78,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,316,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,191,692
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$847,619
Asset value of US Government securities at beginning of year2016-06-30$1,149,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$94,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$9,799,536
Income. Dividends from common stock2016-06-30$58,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$7,130,588
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$408,988
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$414,816
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$1,734,648
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$1,791,388
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$15,779,331
Aggregate carrying amount (costs) on sale of assets2016-06-30$15,963,449
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BERDON LLP
Accountancy firm EIN2016-06-30130485070
2015 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$71,263
Total unrealized appreciation/depreciation of assets2015-06-30$71,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$200,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$320,369
Total income from all sources (including contributions)2015-06-30$8,504,875
Total loss/gain on sale of assets2015-06-30$11,855
Total of all expenses incurred2015-06-30$10,078,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$9,537,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$8,189,215
Value of total assets at end of year2015-06-30$8,076,557
Value of total assets at beginning of year2015-06-30$9,769,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$540,917
Total interest from all sources2015-06-30$207,143
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$25,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$154,132
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$206,086
Assets. Other investments not covered elsewhere at end of year2015-06-30$303,465
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$327,275
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$677,654
Administrative expenses (other) incurred2015-06-30$359,103
Liabilities. Value of operating payables at end of year2015-06-30$200,803
Liabilities. Value of operating payables at beginning of year2015-06-30$320,369
Total non interest bearing cash at end of year2015-06-30$492,905
Total non interest bearing cash at beginning of year2015-06-30$1,472,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,573,409
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,875,754
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,449,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$27,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$245,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$69,644
Interest earned on other investments2015-06-30$133,728
Income. Interest from US Government securities2015-06-30$41,413
Income. Interest from corporate debt instruments2015-06-30$31,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$78,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$327,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$327,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,191,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,178,618
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$743,728
Asset value of US Government securities at end of year2015-06-30$1,149,519
Asset value of US Government securities at beginning of year2015-06-30$1,768,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$7,983,129
Income. Dividends from common stock2015-06-30$25,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$8,115,985
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$408,988
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$280,388
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$414,816
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$408,833
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$1,791,388
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$1,936,747
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$19,778,852
Aggregate carrying amount (costs) on sale of assets2015-06-30$19,766,997
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BERDON LLP
Accountancy firm EIN2015-06-30130485070
2014 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$322,432
Total unrealized appreciation/depreciation of assets2014-06-30$322,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$320,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$311,666
Total income from all sources (including contributions)2014-06-30$8,315,622
Total loss/gain on sale of assets2014-06-30$83,052
Total of all expenses incurred2014-06-30$7,117,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$6,563,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,657,856
Value of total assets at end of year2014-06-30$9,769,532
Value of total assets at beginning of year2014-06-30$8,562,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$554,191
Total interest from all sources2014-06-30$91,758
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$25,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$176,595
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$268,437
Assets. Other investments not covered elsewhere at end of year2014-06-30$327,275
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$214,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$535,624
Administrative expenses (other) incurred2014-06-30$349,528
Liabilities. Value of operating payables at end of year2014-06-30$320,369
Liabilities. Value of operating payables at beginning of year2014-06-30$311,666
Total non interest bearing cash at end of year2014-06-30$1,472,372
Total non interest bearing cash at beginning of year2014-06-30$274,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,198,277
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,449,163
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,250,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$28,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$69,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$113,323
Interest earned on other investments2014-06-30$9,498
Income. Interest from US Government securities2014-06-30$39,485
Income. Interest from corporate debt instruments2014-06-30$42,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$327,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$76,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$76,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,178,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,043,274
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$413,276
Asset value of US Government securities at end of year2014-06-30$1,768,592
Asset value of US Government securities at beginning of year2014-06-30$2,118,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$135,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$7,389,419
Income. Dividends from common stock2014-06-30$25,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$5,614,254
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$280,388
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$249,509
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$408,833
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$785,378
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$1,936,747
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$1,688,132
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$15,200,090
Aggregate carrying amount (costs) on sale of assets2014-06-30$15,117,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BERDON LLP
Accountancy firm EIN2014-06-30130485070
2013 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$234,606
Total unrealized appreciation/depreciation of assets2013-06-30$234,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$311,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$281,828
Total income from all sources (including contributions)2013-06-30$6,822,380
Total loss/gain on sale of assets2013-06-30$66,674
Total of all expenses incurred2013-06-30$7,840,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$7,279,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,243,240
Value of total assets at end of year2013-06-30$8,562,552
Value of total assets at beginning of year2013-06-30$9,551,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$560,902
Total interest from all sources2013-06-30$115,548
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$25,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$175,722
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$267,326
Assets. Other investments not covered elsewhere at end of year2013-06-30$214,581
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$540,952
Other income not declared elsewhere2013-06-30$13
Administrative expenses (other) incurred2013-06-30$342,650
Liabilities. Value of operating payables at end of year2013-06-30$311,666
Liabilities. Value of operating payables at beginning of year2013-06-30$281,828
Total non interest bearing cash at end of year2013-06-30$274,061
Total non interest bearing cash at beginning of year2013-06-30$142,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-1,018,451
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,250,886
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,269,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$42,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$113,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$131,036
Interest earned on other investments2013-06-30$9,277
Income. Interest from US Government securities2013-06-30$52,094
Income. Interest from corporate debt instruments2013-06-30$54,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$76,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$375,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$375,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,043,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,906,709
Asset value of US Government securities at end of year2013-06-30$2,118,187
Asset value of US Government securities at beginning of year2013-06-30$2,564,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$136,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,975,914
Income. Dividends from common stock2013-06-30$25,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$7,279,929
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$249,509
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$775,883
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$785,378
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$437,501
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$1,688,132
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$1,676,496
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$18,262,851
Aggregate carrying amount (costs) on sale of assets2013-06-30$18,196,177
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BERDON LLP
Accountancy firm EIN2013-06-30130485070
2012 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$234,429
Total unrealized appreciation/depreciation of assets2012-06-30$234,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$281,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$263,332
Total income from all sources (including contributions)2012-06-30$6,255,167
Total loss/gain on sale of assets2012-06-30$-92,730
Total of all expenses incurred2012-06-30$9,182,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$8,540,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,744,160
Value of total assets at end of year2012-06-30$9,551,165
Value of total assets at beginning of year2012-06-30$12,459,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$642,049
Total interest from all sources2012-06-30$214,181
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$30,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$178,115
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$259,309
Assets. Other investments not covered elsewhere at end of year2012-06-30$540,952
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$1,075,661
Other income not declared elsewhere2012-06-30$220
Administrative expenses (other) incurred2012-06-30$417,819
Liabilities. Value of operating payables at end of year2012-06-30$281,828
Liabilities. Value of operating payables at beginning of year2012-06-30$263,332
Total non interest bearing cash at end of year2012-06-30$142,081
Total non interest bearing cash at beginning of year2012-06-30$147,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-2,927,214
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,269,337
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$12,196,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$46,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$131,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$291,549
Interest earned on other investments2012-06-30$15,118
Income. Interest from US Government securities2012-06-30$98,992
Income. Interest from corporate debt instruments2012-06-30$99,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$375,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$75,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$75,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,906,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,782,474
Asset value of US Government securities at end of year2012-06-30$2,564,735
Asset value of US Government securities at beginning of year2012-06-30$2,597,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$124,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,484,851
Income. Dividends from common stock2012-06-30$30,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$8,540,332
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$775,883
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$3,083,887
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$437,501
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$1,676,496
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$2,406,181
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$31,696,632
Aggregate carrying amount (costs) on sale of assets2012-06-30$31,789,362
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BERDON LLP
Accountancy firm EIN2012-06-30130485070
2011 : PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$363,937
Total unrealized appreciation/depreciation of assets2011-06-30$363,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$263,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$153,860
Total income from all sources (including contributions)2011-06-30$6,715,908
Total loss/gain on sale of assets2011-06-30$102,645
Total of all expenses incurred2011-06-30$8,316,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$7,767,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,772,653
Value of total assets at end of year2011-06-30$12,459,883
Value of total assets at beginning of year2011-06-30$13,950,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$548,764
Total interest from all sources2011-06-30$349,467
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$32,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$126,054
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$296,491
Assets. Other investments not covered elsewhere at end of year2011-06-30$1,075,661
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$247,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$15,393
Other income not declared elsewhere2011-06-30$8,833
Administrative expenses (other) incurred2011-06-30$355,528
Liabilities. Value of operating payables at end of year2011-06-30$263,332
Liabilities. Value of operating payables at beginning of year2011-06-30$153,860
Total non interest bearing cash at end of year2011-06-30$147,025
Total non interest bearing cash at beginning of year2011-06-30$51,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-1,600,269
Value of net assets at end of year (total assets less liabilities)2011-06-30$12,196,551
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$13,796,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$67,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$291,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$214,659
Interest earned on other investments2011-06-30$5,773
Income. Interest from US Government securities2011-06-30$162,734
Income. Interest from corporate debt instruments2011-06-30$180,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$75,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$83,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$83,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,782,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,696,197
Asset value of US Government securities at end of year2011-06-30$2,597,855
Asset value of US Government securities at beginning of year2011-06-30$6,053,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$86,301
Net investment gain/loss from pooled separate accounts2011-06-30$86,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,476,162
Income. Dividends from common stock2011-06-30$32,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$7,767,413
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$3,083,887
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$3,250,157
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$2,406,181
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$2,339,059
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$44,742,928
Aggregate carrying amount (costs) on sale of assets2011-06-30$44,640,283
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BERDON LLP
Accountancy firm EIN2011-06-30130485070

Form 5500 Responses for PLUMBERS LOCAL UNION NO. 200 WELFARE FUND

2021: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedYes
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL UNION NO. 200 WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIBERTY INSURANCE UNDERWRITERS, INC. (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberLFL000001-01
Policy instance 5
Insurance contract or identification numberLFL000001-01
Number of Individuals Covered581
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33,979
Welfare Benefit Premiums Paid to CarrierUSD $586,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees33979
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number462426
Policy instance 4
Insurance contract or identification number462426
Number of Individuals Covered781
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 3
Number of Individuals Covered176
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $343,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered955
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered963
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 3
Number of Individuals Covered179
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $349,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number462426
Policy instance 4
Insurance contract or identification number462426
Number of Individuals Covered748
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10466
Policy instance 5
Insurance contract or identification numberSL10466
Number of Individuals Covered639
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,897
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $696,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,897
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered819
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 3
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $353,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number462426
Policy instance 4
Insurance contract or identification number462426
Number of Individuals Covered795
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63657 )
Policy contract numberGSLIC-GRM3092
Policy instance 5
Insurance contract or identification numberGSLIC-GRM3092
Number of Individuals Covered710
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23,648
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $788,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,648
Insurance broker organization code?3
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered966
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 3
Number of Individuals Covered197
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,800
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $391,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,800
Insurance broker organization code?3
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63657 )
Policy contract numberGSLIC-GRM3041
Policy instance 4
Insurance contract or identification numberGSLIC-GRM3041
Number of Individuals Covered605
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,770
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $677,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,770
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTFLIC-GRM1007
Policy instance 6
Insurance contract or identification numberTFLIC-GRM1007
Number of Individuals Covered587
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,402
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $446,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number824172
Policy instance 5
Insurance contract or identification number824172
Number of Individuals Covered600
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,000
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number462426
Policy instance 4
Insurance contract or identification number462426
Number of Individuals Covered745
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 3
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,520
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $408,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered919
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered873
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number81636
Policy instance 3
Insurance contract or identification number81636
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Welfare Benefit Premiums Paid to CarrierUSD $680,095
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered844
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number81636
Policy instance 3
Insurance contract or identification number81636
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2014-07-31
Welfare Benefit Premiums Paid to CarrierUSD $978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18874
Policy instance 4
Insurance contract or identification numberHCL18874
Number of Individuals Covered551
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Welfare Benefit Premiums Paid to CarrierUSD $569,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered843
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $-1,908
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $-1,590
Insurance broker organization code?3
Insurance broker nameEIFERT FRENCH AND CO INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number81636
Policy instance 3
Insurance contract or identification number81636
Number of Individuals Covered625
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Welfare Benefit Premiums Paid to CarrierUSD $308,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00462426
Policy instance 4
Insurance contract or identification number00462426
Number of Individuals Covered692
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered820
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $12,684
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,425
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP MARKETING INC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 3
Number of Individuals Covered653
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $41,456
Welfare Benefit Premiums Paid to CarrierUSD $276,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,456
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP MARKETING INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00462426
Policy instance 5
Insurance contract or identification number00462426
Number of Individuals Covered637
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,420
Total amount of fees paid to insurance companyUSD $1,682
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,420
Amount paid for insurance broker fees1682
Insurance broker namePROFESSIONAL GROUP MKT IN
HCC BENEFITS (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 4
Number of Individuals Covered643
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,592
Welfare Benefit Premiums Paid to CarrierUSD $290,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,592
Insurance broker namePROFESSIONAL GROUP MARKETING
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered835
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of fees paid to insurance companyUSD $9,273
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 3
Number of Individuals Covered642
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $20,632
Welfare Benefit Premiums Paid to CarrierUSD $137,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number280-9886
Policy instance 4
Insurance contract or identification number280-9886
Number of Individuals Covered672
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $41,839
Welfare Benefit Premiums Paid to CarrierUSD $237,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number080276
Policy instance 3
Insurance contract or identification number080276
Number of Individuals Covered740
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $75,680
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $289,063
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number433927
Policy instance 2
Insurance contract or identification number433927
Number of Individuals Covered870
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $9,600
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017367
Policy instance 1
Insurance contract or identification number017367
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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