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STEAMFITTERS SURETY FUND LOCAL UNION NO 475 401k Plan overview

Plan NameSTEAMFITTERS SURETY FUND LOCAL UNION NO 475
Plan identification number 004

STEAMFITTERS SURETY FUND LOCAL UNION NO 475 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475
Employer identification number (EIN):222351695
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEAMFITTERS SURETY FUND LOCAL UNION NO 475

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01KIM E. DEVIZIO2023-10-12 SHAUN P. SULLIVAN2023-10-12
0042021-01-01KIM E. DEVIZIO2022-10-13 SHAUN P. SULLIVAN2022-10-13
0042020-01-01KIM E. DEVIZIO2021-10-10 SHAUN P. SULLIVAN2021-10-10
0042019-01-01KIM E. DEVIZIO2020-10-13 SHAUN P. SULLIVAN2020-10-13
0042018-01-01KIM E. DEVIZIO2019-10-14 SHAUN P. SULLIVAN2019-10-14
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01KIM E. DEVIZIO
0042011-01-01KIM E. DEVIZIO
0042010-01-01MICHAEL P. MULVANEY
0042009-01-01KIM PATTERSON

Plan Statistics for STEAMFITTERS SURETY FUND LOCAL UNION NO 475

401k plan membership statisitcs for STEAMFITTERS SURETY FUND LOCAL UNION NO 475

Measure Date Value
2022: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2022 401k membership
Total participants, beginning-of-year2022-01-011,710
Total number of active participants reported on line 7a of the Form 55002022-01-011,432
Number of other retired or separated participants entitled to future benefits2022-01-01236
Total of all active and inactive participants2022-01-011,668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-011,702
Number of participants with account balances2022-01-011,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0176
2021: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2021 401k membership
Total participants, beginning-of-year2021-01-011,686
Total number of active participants reported on line 7a of the Form 55002021-01-011,615
Number of retired or separated participants receiving benefits2021-01-0165
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-011,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,710
Number of participants with account balances2021-01-011,707
Number of employers contributing to the scheme2021-01-0165
2020: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2020 401k membership
Total participants, beginning-of-year2020-01-011,745
Total number of active participants reported on line 7a of the Form 55002020-01-011,597
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,686
Number of participants with account balances2020-01-011,670
Number of employers contributing to the scheme2020-01-0159
2019: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2019 401k membership
Total participants, beginning-of-year2019-01-011,862
Total number of active participants reported on line 7a of the Form 55002019-01-011,575
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01148
Total of all active and inactive participants2019-01-011,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,745
Number of participants with account balances2019-01-011,745
Number of employers contributing to the scheme2019-01-0174
2018: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2018 401k membership
Total participants, beginning-of-year2018-01-011,818
Total number of active participants reported on line 7a of the Form 55002018-01-011,734
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-011,862
Total participants2018-01-011,862
Number of participants with account balances2018-01-011,862
Number of employers contributing to the scheme2018-01-0181
2017: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2017 401k membership
Total participants, beginning-of-year2017-01-011,633
Total number of active participants reported on line 7a of the Form 55002017-01-011,721
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-011,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,818
Number of participants with account balances2017-01-011,818
Number of employers contributing to the scheme2017-01-0172
2016: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2016 401k membership
Total participants, beginning-of-year2016-01-011,800
Total number of active participants reported on line 7a of the Form 55002016-01-01524
Number of retired or separated participants receiving benefits2016-01-0190
Number of other retired or separated participants entitled to future benefits2016-01-011,019
Total of all active and inactive participants2016-01-011,633
Total participants2016-01-011,633
Number of participants with account balances2016-01-011,633
Number of employers contributing to the scheme2016-01-0174
2015: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2015 401k membership
Total participants, beginning-of-year2015-01-011,955
Total number of active participants reported on line 7a of the Form 55002015-01-01704
Number of retired or separated participants receiving benefits2015-01-0192
Number of other retired or separated participants entitled to future benefits2015-01-011,004
Total of all active and inactive participants2015-01-011,800
Total participants2015-01-011,800
Number of participants with account balances2015-01-011,800
Number of employers contributing to the scheme2015-01-0189
2014: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2014 401k membership
Total participants, beginning-of-year2014-01-011,858
Total number of active participants reported on line 7a of the Form 55002014-01-01911
Number of retired or separated participants receiving benefits2014-01-0182
Number of other retired or separated participants entitled to future benefits2014-01-01962
Total of all active and inactive participants2014-01-011,955
Total participants2014-01-011,955
Number of participants with account balances2014-01-011,955
Number of employers contributing to the scheme2014-01-0194
2013: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2013 401k membership
Total participants, beginning-of-year2013-01-011,645
Total number of active participants reported on line 7a of the Form 55002013-01-01957
Number of retired or separated participants receiving benefits2013-01-0196
Number of other retired or separated participants entitled to future benefits2013-01-01805
Total of all active and inactive participants2013-01-011,858
Total participants2013-01-011,858
Number of participants with account balances2013-01-011,870
Number of employers contributing to the scheme2013-01-0185
2012: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2012 401k membership
Total participants, beginning-of-year2012-01-011,691
Total number of active participants reported on line 7a of the Form 55002012-01-01636
Number of retired or separated participants receiving benefits2012-01-0196
Number of other retired or separated participants entitled to future benefits2012-01-01913
Total of all active and inactive participants2012-01-011,645
Total participants2012-01-011,645
Number of participants with account balances2012-01-011,645
Number of employers contributing to the scheme2012-01-01102
2011: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2011 401k membership
Total participants, beginning-of-year2011-01-011,834
Total number of active participants reported on line 7a of the Form 55002011-01-01568
Number of retired or separated participants receiving benefits2011-01-0196
Number of other retired or separated participants entitled to future benefits2011-01-011,027
Total of all active and inactive participants2011-01-011,691
Total participants2011-01-011,691
Number of participants with account balances2011-01-011,691
Number of employers contributing to the scheme2011-01-01111
2010: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2010 401k membership
Total participants, beginning-of-year2010-01-012,042
Total number of active participants reported on line 7a of the Form 55002010-01-01791
Number of retired or separated participants receiving benefits2010-01-0185
Number of other retired or separated participants entitled to future benefits2010-01-01958
Total of all active and inactive participants2010-01-011,834
Total participants2010-01-011,834
Number of participants with account balances2010-01-011,834
Number of employers contributing to the scheme2010-01-0196
2009: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2009 401k membership
Total participants, beginning-of-year2009-01-011,816
Total number of active participants reported on line 7a of the Form 55002009-01-01875
Number of retired or separated participants receiving benefits2009-01-0188
Number of other retired or separated participants entitled to future benefits2009-01-011,079
Total of all active and inactive participants2009-01-012,042
Total participants2009-01-012,042
Number of participants with account balances2009-01-012,042
Number of employers contributing to the scheme2009-01-01103

Financial Data on STEAMFITTERS SURETY FUND LOCAL UNION NO 475

Measure Date Value
2022 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$191,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$191,729
Total income from all sources (including contributions)2022-12-31$-4,537,181
Total of all expenses incurred2022-12-31$5,728,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,453,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,343,579
Value of total assets at end of year2022-12-31$152,255,141
Value of total assets at beginning of year2022-12-31$162,521,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$275,688
Total interest from all sources2022-12-31$2,520,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$43,493
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$63,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$79,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$13,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,807
Other income not declared elsewhere2022-12-31$252,426
Administrative expenses (other) incurred2022-12-31$208,933
Liabilities. Value of operating payables at end of year2022-12-31$178,053
Liabilities. Value of operating payables at beginning of year2022-12-31$185,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,266,166
Value of net assets at end of year (total assets less liabilities)2022-12-31$152,063,619
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$162,329,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$51,635,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,679,145
Interest earned on other investments2022-12-31$2,516,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,026,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$437,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$437,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$98,864,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$95,852,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,653,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,315,123
Employer contributions (assets) at end of year2022-12-31$665,518
Employer contributions (assets) at beginning of year2022-12-31$472,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,453,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2022-12-31222951202
2021 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$192,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$150,479
Total income from all sources (including contributions)2021-12-31$18,042,843
Total of all expenses incurred2021-12-31$7,534,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,252,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,613,316
Value of total assets at end of year2021-12-31$162,521,823
Value of total assets at beginning of year2021-12-31$151,972,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$282,086
Total interest from all sources2021-12-31$2,502,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$40,606
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$79,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$64,223
Other income not declared elsewhere2021-12-31$258,825
Administrative expenses (other) incurred2021-12-31$218,219
Liabilities. Value of operating payables at end of year2021-12-31$192,038
Liabilities. Value of operating payables at beginning of year2021-12-31$150,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,508,239
Value of net assets at end of year (total assets less liabilities)2021-12-31$162,329,785
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$151,821,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$23,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,679,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,549,931
Interest earned on other investments2021-12-31$2,502,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$437,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$434,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$434,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$95,852,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$98,567,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,667,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,613,316
Employer contributions (assets) at end of year2021-12-31$472,423
Employer contributions (assets) at beginning of year2021-12-31$356,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,252,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2021-12-31222951202
2020 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$150,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$324,267
Total income from all sources (including contributions)2020-12-31$16,069,488
Total of all expenses incurred2020-12-31$6,158,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,853,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,307,977
Value of total assets at end of year2020-12-31$151,972,025
Value of total assets at beginning of year2020-12-31$142,235,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$305,328
Total interest from all sources2020-12-31$3,341,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$42,163
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$64,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$70,420
Other income not declared elsewhere2020-12-31$250,458
Administrative expenses (other) incurred2020-12-31$208,295
Liabilities. Value of operating payables at end of year2020-12-31$150,479
Liabilities. Value of operating payables at beginning of year2020-12-31$324,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,910,716
Value of net assets at end of year (total assets less liabilities)2020-12-31$151,821,546
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$141,910,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$54,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,549,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,005,757
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,633,282
Interest earned on other investments2020-12-31$3,339,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$434,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$572,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$572,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$98,567,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$94,608,782
Net investment gain/loss from pooled separate accounts2020-12-31$8,169,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,288,319
Employer contributions (assets) at end of year2020-12-31$356,379
Employer contributions (assets) at beginning of year2020-12-31$344,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,853,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2020-12-31222951202
2019 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$324,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$224,683
Total income from all sources (including contributions)2019-12-31$17,476,775
Total of all expenses incurred2019-12-31$11,861,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,232,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,378,247
Value of total assets at end of year2019-12-31$142,235,097
Value of total assets at beginning of year2019-12-31$136,520,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$629,176
Total interest from all sources2019-12-31$5,080,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$75,811
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$70,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$69,694
Other income not declared elsewhere2019-12-31$284,335
Administrative expenses (other) incurred2019-12-31$202,961
Liabilities. Value of operating payables at end of year2019-12-31$324,267
Liabilities. Value of operating payables at beginning of year2019-12-31$224,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,615,122
Value of net assets at end of year (total assets less liabilities)2019-12-31$141,910,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$136,295,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$350,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,005,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,955,600
Value of interest in pooled separate accounts at end of year2019-12-31$8,633,282
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,505,642
Interest earned on other investments2019-12-31$5,074,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$572,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$482,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$482,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$94,608,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$99,193,928
Net investment gain/loss from pooled separate accounts2019-12-31$7,733,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,252,107
Employer contributions (assets) at end of year2019-12-31$344,085
Employer contributions (assets) at beginning of year2019-12-31$312,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,232,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2019-12-31222951202
2018 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$224,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$219,570
Total income from all sources (including contributions)2018-12-31$6,179,777
Total of all expenses incurred2018-12-31$9,610,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,978,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,605,003
Value of total assets at end of year2018-12-31$136,520,391
Value of total assets at beginning of year2018-12-31$139,945,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$632,095
Total interest from all sources2018-12-31$4,556,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$70,273
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$123,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$69,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$72,647
Other income not declared elsewhere2018-12-31$271,784
Administrative expenses (other) incurred2018-12-31$201,511
Liabilities. Value of operating payables at end of year2018-12-31$224,683
Liabilities. Value of operating payables at beginning of year2018-12-31$219,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,430,681
Value of net assets at end of year (total assets less liabilities)2018-12-31$136,295,708
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$139,726,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$360,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,955,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,322,567
Value of interest in pooled separate accounts at end of year2018-12-31$23,505,642
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,775,359
Interest earned on other investments2018-12-31$4,549,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$482,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$487,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$487,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$99,193,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$100,877,324
Net investment gain/loss from pooled separate accounts2018-12-31$-3,253,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,481,721
Employer contributions (assets) at end of year2018-12-31$312,657
Employer contributions (assets) at beginning of year2018-12-31$410,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,978,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2018-12-31222951202
2017 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$219,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$430,554
Total income from all sources (including contributions)2017-12-31$15,459,481
Total of all expenses incurred2017-12-31$7,724,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,008,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,137,591
Value of total assets at end of year2017-12-31$139,945,959
Value of total assets at beginning of year2017-12-31$132,422,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$716,811
Total interest from all sources2017-12-31$4,792,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$130,330
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$119,279
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$72,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$499,130
Other income not declared elsewhere2017-12-31$349,141
Administrative expenses (other) incurred2017-12-31$218,811
Liabilities. Value of operating payables at end of year2017-12-31$219,570
Liabilities. Value of operating payables at beginning of year2017-12-31$430,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,734,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$139,726,389
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$131,991,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$367,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,322,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,616,984
Value of interest in pooled separate accounts at end of year2017-12-31$24,775,359
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,818,097
Interest earned on other investments2017-12-31$4,790,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$487,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$416,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$416,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$100,877,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$101,672,636
Net investment gain/loss from pooled separate accounts2017-12-31$5,180,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,018,312
Employer contributions (assets) at end of year2017-12-31$410,378
Employer contributions (assets) at beginning of year2017-12-31$398,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,008,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2017-12-31222951202
2016 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$430,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$874,969
Total income from all sources (including contributions)2016-12-31$10,565,375
Total of all expenses incurred2016-12-31$6,532,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,828,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,723,309
Value of total assets at end of year2016-12-31$132,422,359
Value of total assets at beginning of year2016-12-31$128,834,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$704,571
Total interest from all sources2016-12-31$4,322,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$121,434
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$499,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$389,459
Other income not declared elsewhere2016-12-31$342,158
Administrative expenses (other) incurred2016-12-31$220,724
Liabilities. Value of operating payables at end of year2016-12-31$430,554
Liabilities. Value of operating payables at beginning of year2016-12-31$874,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,032,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$131,991,805
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,959,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$362,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,616,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$546,990
Value of interest in pooled separate accounts at end of year2016-12-31$19,818,097
Value of interest in pooled separate accounts at beginning of year2016-12-31$27,265,523
Interest earned on other investments2016-12-31$4,321,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$416,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$992,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$992,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$101,672,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$99,386,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$812,528
Net investment gain/loss from pooled separate accounts2016-12-31$1,365,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,612,298
Employer contributions (assets) at end of year2016-12-31$398,528
Employer contributions (assets) at beginning of year2016-12-31$253,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,828,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2016-12-31222951202
2015 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$874,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$734,114
Total income from all sources (including contributions)2015-12-31$8,811,745
Total of all expenses incurred2015-12-31$8,883,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,196,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,940,923
Value of total assets at end of year2015-12-31$128,834,181
Value of total assets at beginning of year2015-12-31$128,765,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$687,647
Total interest from all sources2015-12-31$4,248,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$120,710
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$389,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$337,453
Other income not declared elsewhere2015-12-31$329,737
Administrative expenses (other) incurred2015-12-31$209,027
Liabilities. Value of operating payables at end of year2015-12-31$874,969
Liabilities. Value of operating payables at beginning of year2015-12-31$734,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-71,958
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,959,212
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$128,031,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$357,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$546,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$542,864
Value of interest in pooled separate accounts at end of year2015-12-31$27,265,523
Value of interest in pooled separate accounts at beginning of year2015-12-31$28,279,892
Interest earned on other investments2015-12-31$4,246,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$992,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$921,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$921,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$99,386,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$98,162,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$740
Net investment gain/loss from pooled separate accounts2015-12-31$292,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,897,099
Employer contributions (assets) at end of year2015-12-31$253,621
Employer contributions (assets) at beginning of year2015-12-31$522,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,196,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2015-12-31222951202
2014 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,867,821
Total unrealized appreciation/depreciation of assets2014-12-31$1,867,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$734,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$573,087
Total income from all sources (including contributions)2014-12-31$11,869,029
Total of all expenses incurred2014-12-31$7,735,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,069,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,493,423
Value of total assets at end of year2014-12-31$128,765,284
Value of total assets at beginning of year2014-12-31$124,471,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$666,023
Total interest from all sources2014-12-31$4,194,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$105,039
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$337,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$235,516
Other income not declared elsewhere2014-12-31$312,832
Administrative expenses (other) incurred2014-12-31$207,793
Liabilities. Value of operating payables at end of year2014-12-31$734,114
Liabilities. Value of operating payables at beginning of year2014-12-31$573,087
Total non interest bearing cash at end of year2014-12-31$921,021
Total non interest bearing cash at beginning of year2014-12-31$1,892,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,133,245
Value of net assets at end of year (total assets less liabilities)2014-12-31$128,031,170
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$123,897,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$353,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$542,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$419,450
Value of interest in pooled separate accounts at end of year2014-12-31$28,279,892
Value of interest in pooled separate accounts at beginning of year2014-12-31$23,518,332
Interest earned on other investments2014-12-31$4,194,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$98,162,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$98,134,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,479,213
Employer contributions (assets) at end of year2014-12-31$522,046
Employer contributions (assets) at beginning of year2014-12-31$271,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,069,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2014-12-31222951202
2013 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,949,010
Total unrealized appreciation/depreciation of assets2013-12-31$4,949,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$573,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$514,112
Total income from all sources (including contributions)2013-12-31$14,690,847
Total of all expenses incurred2013-12-31$7,981,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,333,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,472,284
Value of total assets at end of year2013-12-31$124,471,012
Value of total assets at beginning of year2013-12-31$117,702,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$648,160
Total interest from all sources2013-12-31$4,973,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$96,722
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$163,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$235,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$140,668
Other income not declared elsewhere2013-12-31$296,407
Administrative expenses (other) incurred2013-12-31$199,685
Liabilities. Value of operating payables at end of year2013-12-31$573,087
Liabilities. Value of operating payables at beginning of year2013-12-31$514,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,709,131
Value of net assets at end of year (total assets less liabilities)2013-12-31$123,897,925
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$117,188,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$351,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$419,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$213,342
Value of interest in pooled separate accounts at end of year2013-12-31$23,518,332
Value of interest in pooled separate accounts at beginning of year2013-12-31$18,535,801
Interest earned on other investments2013-12-31$4,972,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,892,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,092,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,092,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$98,134,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$97,401,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,308,825
Employer contributions (assets) at end of year2013-12-31$271,129
Employer contributions (assets) at beginning of year2013-12-31$318,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,333,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN2013-12-31222951202
2012 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,487,747
Total unrealized appreciation/depreciation of assets2012-12-31$2,487,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$514,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$357,479
Total income from all sources (including contributions)2012-12-31$11,713,222
Total of all expenses incurred2012-12-31$7,432,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,762,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,894,939
Value of total assets at end of year2012-12-31$117,702,906
Value of total assets at beginning of year2012-12-31$113,265,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$670,426
Total interest from all sources2012-12-31$5,008,539
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$97,545
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$140,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$54,445
Other income not declared elsewhere2012-12-31$321,997
Administrative expenses (other) incurred2012-12-31$224,452
Liabilities. Value of operating payables at end of year2012-12-31$514,112
Liabilities. Value of operating payables at beginning of year2012-12-31$357,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,280,632
Value of net assets at end of year (total assets less liabilities)2012-12-31$117,188,794
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$112,908,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$348,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$213,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$164,393
Value of interest in pooled separate accounts at end of year2012-12-31$18,535,801
Value of interest in pooled separate accounts at beginning of year2012-12-31$17,287,396
Interest earned on other investments2012-12-31$5,007,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,092,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$644,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$644,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$97,401,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$94,777,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,894,939
Employer contributions (assets) at end of year2012-12-31$318,667
Employer contributions (assets) at beginning of year2012-12-31$336,702
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,762,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MSPC CERTIFIED ACCOUNTANTS AND ADVI
Accountancy firm EIN2012-12-31222951202
2011 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$6,394
Total unrealized appreciation/depreciation of assets2011-12-31$6,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$357,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$375,404
Total income from all sources (including contributions)2011-12-31$8,555,520
Total of all expenses incurred2011-12-31$8,534,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,905,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,386,691
Value of total assets at end of year2011-12-31$113,265,641
Value of total assets at beginning of year2011-12-31$113,262,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$629,425
Total interest from all sources2011-12-31$4,871,370
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$93,695
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,689
Other income not declared elsewhere2011-12-31$290,398
Administrative expenses (other) incurred2011-12-31$196,703
Liabilities. Value of operating payables at end of year2011-12-31$357,479
Liabilities. Value of operating payables at beginning of year2011-12-31$375,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$20,880
Value of net assets at end of year (total assets less liabilities)2011-12-31$112,908,162
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$112,887,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$339,027
Value of interest in pooled separate accounts at end of year2011-12-31$17,451,789
Value of interest in pooled separate accounts at beginning of year2011-12-31$19,175,881
Interest earned on other investments2011-12-31$4,869,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$644,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$420,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$420,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$94,777,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$93,467,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,386,691
Employer contributions (assets) at end of year2011-12-31$389,458
Employer contributions (assets) at beginning of year2011-12-31$198,876
Income. Dividends from common stock2011-12-31$667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,905,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MSPC CERTIFIED ACCOUNTANTS AND ADVI
Accountancy firm EIN2011-12-31222951202
2010 : STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,399,876
Total unrealized appreciation/depreciation of assets2010-12-31$2,399,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$375,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$460,114
Total income from all sources (including contributions)2010-12-31$12,062,998
Total of all expenses incurred2010-12-31$9,441,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,792,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,150,460
Value of total assets at end of year2010-12-31$113,262,686
Value of total assets at beginning of year2010-12-31$110,725,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$648,338
Total interest from all sources2010-12-31$5,207,758
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$96,479
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$303,889
Administrative expenses (other) incurred2010-12-31$207,410
Liabilities. Value of operating payables at end of year2010-12-31$375,404
Liabilities. Value of operating payables at beginning of year2010-12-31$460,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,621,994
Value of net assets at end of year (total assets less liabilities)2010-12-31$112,887,282
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$110,265,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$344,449
Value of interest in pooled separate accounts at end of year2010-12-31$19,175,881
Value of interest in pooled separate accounts at beginning of year2010-12-31$16,495,019
Interest earned on other investments2010-12-31$5,202,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$420,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$805,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$805,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$93,467,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$93,181,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,150,460
Employer contributions (assets) at end of year2010-12-31$198,876
Employer contributions (assets) at beginning of year2010-12-31$243,289
Income. Dividends from common stock2010-12-31$1,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,792,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MSPC
Accountancy firm EIN2010-12-31222951202

Form 5500 Responses for STEAMFITTERS SURETY FUND LOCAL UNION NO 475

2022: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEAMFITTERS SURETY FUND LOCAL UNION NO 475 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number782103-01
Policy instance 2
Insurance contract or identification number782103-01
Number of Individuals Covered1695
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63231
Policy instance 1
Insurance contract or identification numberMR 63231
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
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 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63231
Policy instance 1
Insurance contract or identification numberMR 63231
Number of Individuals Covered1710
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 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63231
Policy instance 2
Insurance contract or identification numberMR 63231
Number of Individuals Covered1686
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 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered1745
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered1862
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered1818
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 number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered1800
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered1955
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type 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 number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered1870
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number015471
Policy instance 1
Insurance contract or identification number015471
Number of Individuals Covered1645
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type 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 numberIN-15471
Policy instance 1
Insurance contract or identification numberIN-15471
Number of Individuals Covered1691
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type 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 numberIN-15471
Policy instance 1
Insurance contract or identification numberIN-15471
Number of Individuals Covered1834
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for 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

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