PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE F has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-1,994,166 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-1,994,166 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $3,149,761 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $3,824,454 |
| Total income from all sources (including contributions) | 2022-06-30 | $25,009,238 |
| Total of all expenses incurred | 2022-06-30 | $25,138,803 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $24,361,124 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $25,235,747 |
| Value of total assets at end of year | 2022-06-30 | $32,816,826 |
| Value of total assets at beginning of year | 2022-06-30 | $33,621,084 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $777,679 |
| Total interest from all sources | 2022-06-30 | $699,411 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Administrative expenses professional fees incurred | 2022-06-30 | $112,072 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $2,424,691 |
| Other income not declared elsewhere | 2022-06-30 | $1,068,246 |
| Administrative expenses (other) incurred | 2022-06-30 | $78,140 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $736,811 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $1,215,804 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-129,565 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $29,667,065 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $29,796,630 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $83,930 |
| Interest earned on other investments | 2022-06-30 | $699,411 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $3,013,182 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $1,956,700 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $1,956,700 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $27,517,475 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $29,596,160 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $3,598,496 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $22,811,056 |
| Employer contributions (assets) at end of year | 2022-06-30 | $2,286,169 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $2,068,224 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $20,762,628 |
| Contract administrator fees | 2022-06-30 | $503,537 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $2,412,950 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $2,608,650 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2022-06-30 | 223163246 |
| 2021 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $171,705 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $171,705 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $3,824,454 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $3,326,426 |
| Total income from all sources (including contributions) | 2021-06-30 | $22,972,332 |
| Total of all expenses incurred | 2021-06-30 | $25,098,746 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $24,390,026 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $21,833,976 |
| Value of total assets at end of year | 2021-06-30 | $33,621,084 |
| Value of total assets at beginning of year | 2021-06-30 | $35,249,470 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $708,720 |
| Total interest from all sources | 2021-06-30 | $784,815 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Administrative expenses professional fees incurred | 2021-06-30 | $126,741 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $2,373,637 |
| Other income not declared elsewhere | 2021-06-30 | $181,836 |
| Administrative expenses (other) incurred | 2021-06-30 | $58,469 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $1,215,804 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $1,067,483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $-2,126,414 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $29,796,630 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $31,923,044 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $83,045 |
| Interest earned on other investments | 2021-06-30 | $784,815 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $1,956,700 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $6,544,174 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $6,544,174 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $29,596,160 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $26,822,659 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $3,242,525 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $19,460,339 |
| Employer contributions (assets) at end of year | 2021-06-30 | $2,068,224 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $1,882,637 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $21,147,501 |
| Contract administrator fees | 2021-06-30 | $440,465 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $2,608,650 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $2,258,943 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2021-06-30 | 223163246 |
| 2020 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $782,423 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $782,423 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $3,326,426 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $2,847,236 |
| Total income from all sources (including contributions) | 2020-06-30 | $26,743,512 |
| Total of all expenses incurred | 2020-06-30 | $22,484,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $21,768,851 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $24,596,595 |
| Value of total assets at end of year | 2020-06-30 | $35,249,470 |
| Value of total assets at beginning of year | 2020-06-30 | $30,511,723 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $716,104 |
| Total interest from all sources | 2020-06-30 | $733,386 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $98,282 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $2,183,650 |
| Other income not declared elsewhere | 2020-06-30 | $631,108 |
| Administrative expenses (other) incurred | 2020-06-30 | $37,125 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $1,067,483 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $466,541 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $4,258,557 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $31,923,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $27,664,487 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $75,627 |
| Interest earned on other investments | 2020-06-30 | $733,386 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $6,544,174 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $3,075,575 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $3,075,575 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $26,822,659 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $25,382,598 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $3,113,789 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $22,412,945 |
| Employer contributions (assets) at end of year | 2020-06-30 | $1,882,637 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $2,053,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $18,655,062 |
| Contract administrator fees | 2020-06-30 | $505,070 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $2,258,943 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $2,380,695 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2020-06-30 | 223163246 |
| 2019 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $633,671 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $633,671 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $2,847,236 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $3,333,663 |
| Total income from all sources (including contributions) | 2019-06-30 | $25,672,071 |
| Total of all expenses incurred | 2019-06-30 | $22,931,771 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $22,262,981 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $24,084,382 |
| Value of total assets at end of year | 2019-06-30 | $30,511,723 |
| Value of total assets at beginning of year | 2019-06-30 | $28,257,850 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $668,790 |
| Total interest from all sources | 2019-06-30 | $651,211 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Administrative expenses professional fees incurred | 2019-06-30 | $69,817 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $2,127,054 |
| Other income not declared elsewhere | 2019-06-30 | $302,807 |
| Administrative expenses (other) incurred | 2019-06-30 | $43,489 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $466,541 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $582,663 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $2,740,300 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $27,664,487 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $24,924,187 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $69,033 |
| Interest earned on other investments | 2019-06-30 | $651,211 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $3,075,575 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $4,619,211 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $4,619,211 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $25,382,598 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $21,168,735 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $3,016,121 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $21,957,328 |
| Employer contributions (assets) at end of year | 2019-06-30 | $2,053,550 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $2,469,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $19,246,860 |
| Contract administrator fees | 2019-06-30 | $486,451 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $2,380,695 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $2,751,000 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2019-06-30 | 223163246 |
| 2018 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $-541,670 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $-541,670 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $3,333,663 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $3,678,579 |
| Total income from all sources (including contributions) | 2018-06-30 | $26,482,051 |
| Total of all expenses incurred | 2018-06-30 | $23,136,090 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $22,359,114 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $26,294,301 |
| Value of total assets at end of year | 2018-06-30 | $28,257,850 |
| Value of total assets at beginning of year | 2018-06-30 | $25,256,805 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $776,976 |
| Total interest from all sources | 2018-06-30 | $543,545 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Administrative expenses professional fees incurred | 2018-06-30 | $75,983 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $1,977,933 |
| Other income not declared elsewhere | 2018-06-30 | $185,875 |
| Administrative expenses (other) incurred | 2018-06-30 | $46,423 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $582,663 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $1,042,579 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $3,345,961 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $24,924,187 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $21,578,226 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $57,714 |
| Interest earned on other investments | 2018-06-30 | $543,545 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $4,619,211 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $4,379,625 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $4,379,625 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $21,168,735 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $17,715,728 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $2,843,760 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $24,316,368 |
| Employer contributions (assets) at end of year | 2018-06-30 | $2,469,904 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $3,161,452 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $19,515,354 |
| Contract administrator fees | 2018-06-30 | $596,856 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-06-30 | $2,751,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $2,636,000 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | GERSON & ASSOCIATES CPAS AND ADVISO |
| Accountancy firm EIN | 2018-06-30 | 223163246 |
| 2017 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $-28,030 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $-28,030 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $2,558,579 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $2,262,736 |
| Total income from all sources (including contributions) | 2017-06-30 | $25,700,745 |
| Total of all expenses incurred | 2017-06-30 | $23,832,720 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $23,172,147 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $24,729,152 |
| Value of total assets at end of year | 2017-06-30 | $25,256,805 |
| Value of total assets at beginning of year | 2017-06-30 | $23,092,937 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $660,573 |
| Total interest from all sources | 2017-06-30 | $525,813 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Administrative expenses professional fees incurred | 2017-06-30 | $74,268 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $1,982,593 |
| Other income not declared elsewhere | 2017-06-30 | $473,810 |
| Administrative expenses (other) incurred | 2017-06-30 | $61,399 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $1,042,579 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $910,736 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $1,868,025 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $22,698,226 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $20,830,201 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $51,296 |
| Interest earned on other investments | 2017-06-30 | $525,591 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $4,379,625 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $3,755,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $3,755,530 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $222 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $17,715,728 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $17,269,463 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $2,714,356 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $22,746,559 |
| Employer contributions (assets) at end of year | 2017-06-30 | $3,161,452 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $2,067,944 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $20,457,791 |
| Contract administrator fees | 2017-06-30 | $473,610 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-06-30 | $1,516,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-06-30 | $1,352,000 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | GERSON & ASSOCIATES CPAS AND ADVISO |
| Accountancy firm EIN | 2017-06-30 | 223163246 |
| 2016 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $-57,587 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $-57,587 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $2,262,736 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $2,053,173 |
| Total income from all sources (including contributions) | 2016-06-30 | $25,257,868 |
| Total of all expenses incurred | 2016-06-30 | $21,163,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $20,454,979 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $24,703,534 |
| Value of total assets at end of year | 2016-06-30 | $23,092,937 |
| Value of total assets at beginning of year | 2016-06-30 | $18,789,314 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $708,829 |
| Total interest from all sources | 2016-06-30 | $522,107 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $93,706 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $2,138,910 |
| Other income not declared elsewhere | 2016-06-30 | $89,814 |
| Administrative expenses (other) incurred | 2016-06-30 | $51,539 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $910,736 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $673,173 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $4,094,060 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $20,830,201 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $16,736,141 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $45,472 |
| Interest earned on other investments | 2016-06-30 | $521,977 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $3,755,530 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $2,432,052 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $2,432,052 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $130 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $17,269,463 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $13,850,285 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $2,296,741 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $22,564,624 |
| Employer contributions (assets) at end of year | 2016-06-30 | $2,067,944 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $2,506,977 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $18,158,238 |
| Contract administrator fees | 2016-06-30 | $518,112 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $1,352,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $1,380,000 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2016-06-30 | 223163246 |
| 2015 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $31,399 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $31,399 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $2,053,173 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $2,054,248 |
| Total income from all sources (including contributions) | 2015-06-30 | $25,738,285 |
| Total of all expenses incurred | 2015-06-30 | $19,174,797 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $18,521,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $25,025,505 |
| Value of total assets at end of year | 2015-06-30 | $18,789,314 |
| Value of total assets at beginning of year | 2015-06-30 | $12,226,901 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $653,726 |
| Total interest from all sources | 2015-06-30 | $368,743 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Administrative expenses professional fees incurred | 2015-06-30 | $104,207 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $2,687,489 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $167,664 |
| Other income not declared elsewhere | 2015-06-30 | $312,638 |
| Administrative expenses (other) incurred | 2015-06-30 | $41,597 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $673,173 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $582,248 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $6,563,488 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $16,736,141 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $10,172,653 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $28,150 |
| Interest earned on other investments | 2015-06-30 | $368,703 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $2,432,052 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $2,318,090 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $2,318,090 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $40 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $13,850,285 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $7,728,332 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $2,174,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $22,338,016 |
| Employer contributions (assets) at end of year | 2015-06-30 | $2,506,977 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $2,012,815 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $16,346,539 |
| Contract administrator fees | 2015-06-30 | $479,772 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $1,380,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $1,472,000 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2015-06-30 | 223163246 |
| 2014 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $4,054 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $4,054 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,054,248 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,136,589 |
| Total income from all sources (including contributions) | 2014-06-30 | $22,374,750 |
| Total of all expenses incurred | 2014-06-30 | $17,006,011 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $16,428,311 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $22,124,520 |
| Value of total assets at end of year | 2014-06-30 | $12,226,901 |
| Value of total assets at beginning of year | 2014-06-30 | $6,940,503 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $577,700 |
| Total interest from all sources | 2014-06-30 | $232,560 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Administrative expenses professional fees incurred | 2014-06-30 | $84,873 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $2,724,123 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $167,664 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $441,287 |
| Other income not declared elsewhere | 2014-06-30 | $13,616 |
| Administrative expenses (other) incurred | 2014-06-30 | $48,898 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $582,248 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $495,589 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $5,368,739 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $10,172,653 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $4,803,914 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $12,000 |
| Interest earned on other investments | 2014-06-30 | $232,499 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $2,318,090 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $1,469,673 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $1,469,673 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $61 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $7,728,332 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $3,253,779 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $2,263,116 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $19,400,397 |
| Employer contributions (assets) at end of year | 2014-06-30 | $2,012,815 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $1,775,764 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $14,165,195 |
| Contract administrator fees | 2014-06-30 | $431,929 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $1,472,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $1,641,000 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2014-06-30 | 223163246 |
| 2013 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-63,360 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-63,360 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,136,589 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,177,761 |
| Total income from all sources (including contributions) | 2013-06-30 | $20,111,768 |
| Total of all expenses incurred | 2013-06-30 | $21,604,313 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $21,053,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $18,979,045 |
| Value of total assets at end of year | 2013-06-30 | $6,940,503 |
| Value of total assets at beginning of year | 2013-06-30 | $8,474,220 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $550,829 |
| Total interest from all sources | 2013-06-30 | $302,863 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Administrative expenses professional fees incurred | 2013-06-30 | $119,893 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $2,552,647 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $441,287 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $11,863 |
| Other income not declared elsewhere | 2013-06-30 | $893,220 |
| Administrative expenses (other) incurred | 2013-06-30 | $37,340 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $495,589 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $412,761 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $-1,492,545 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $4,803,914 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $6,296,459 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $15,319 |
| Interest earned on other investments | 2013-06-30 | $302,804 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $1,469,673 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $656,653 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $656,653 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $59 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $3,253,779 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $5,989,654 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $1,963,848 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $16,426,398 |
| Employer contributions (assets) at end of year | 2013-06-30 | $1,775,764 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $1,816,050 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $19,089,636 |
| Contract administrator fees | 2013-06-30 | $378,277 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $1,641,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $1,765,000 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2013-06-30 | 223163246 |
| 2012 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $3,849 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $3,849 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $2,177,761 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $2,265,860 |
| Total income from all sources (including contributions) | 2012-06-30 | $21,185,027 |
| Total of all expenses incurred | 2012-06-30 | $22,054,878 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $21,492,020 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $20,121,118 |
| Value of total assets at end of year | 2012-06-30 | $8,474,220 |
| Value of total assets at beginning of year | 2012-06-30 | $9,432,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $562,858 |
| Total interest from all sources | 2012-06-30 | $318,945 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Administrative expenses professional fees incurred | 2012-06-30 | $103,185 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $2,252,819 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $11,863 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $90,209 |
| Other income not declared elsewhere | 2012-06-30 | $741,115 |
| Administrative expenses (other) incurred | 2012-06-30 | $36,765 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $412,761 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $485,860 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-869,851 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $6,296,459 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $7,166,310 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $19,467 |
| Interest earned on other investments | 2012-06-30 | $318,391 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $656,653 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $781,293 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $781,293 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $554 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $5,989,654 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $6,636,882 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $1,746,805 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $17,868,299 |
| Employer contributions (assets) at end of year | 2012-06-30 | $1,816,050 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $1,923,786 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $19,745,215 |
| Contract administrator fees | 2012-06-30 | $403,441 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $1,765,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $1,780,000 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | DAVID A GERSON, CPA & ASSOC., PC |
| Accountancy firm EIN | 2012-06-30 | 223163246 |
| 2011 : PLUMBERS & PIPEFITTERS LOCAL 9 WELFARE PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $229,393 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $229,393 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $2,265,860 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $2,077,016 |
| Total income from all sources (including contributions) | 2011-06-30 | $20,636,773 |
| Total of all expenses incurred | 2011-06-30 | $22,202,666 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $21,559,854 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $19,177,951 |
| Value of total assets at end of year | 2011-06-30 | $9,432,170 |
| Value of total assets at beginning of year | 2011-06-30 | $10,809,219 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $642,812 |
| Total interest from all sources | 2011-06-30 | $403,555 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Administrative expenses professional fees incurred | 2011-06-30 | $162,815 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $2,007,456 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $90,209 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $53,258 |
| Other income not declared elsewhere | 2011-06-30 | $825,874 |
| Administrative expenses (other) incurred | 2011-06-30 | $45,302 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $485,860 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $335,016 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $-1,565,893 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $7,166,310 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $8,732,203 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $21,514 |
| Interest earned on other investments | 2011-06-30 | $403,129 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $781,293 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $699,847 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $699,847 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $426 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $6,636,882 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $7,175,572 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $1,112,946 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $17,170,495 |
| Employer contributions (assets) at end of year | 2011-06-30 | $1,923,786 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $2,880,542 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $20,446,908 |
| Contract administrator fees | 2011-06-30 | $413,181 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $1,780,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $1,742,000 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | DAVID A GERSON, CPA & ASSOC., PC |
| Accountancy firm EIN | 2011-06-30 | 223163246 |
