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PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 401k Plan overview

Plan NamePLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE
Plan identification number 501

PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

PLUMBERS AND STEAMFITTERS LOCAL 47 OF NORTHWEST PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS AND STEAMFITTERS LOCAL 47 OF NORTHWEST PENNSYLVANIA
Employer identification number (EIN):256036535
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-01-01KENNETH J. BROADBENT
5012014-01-01KENNETH J. BROADBENT
5012014-01-01KENNETH J. BROADBENT
5012013-01-01KENNETH J. BROADBENT
5012012-01-01KEVIN MCCARL
5012011-01-01RICHARD A GHERING
5012009-01-01RICHARD A GHERING KEVIN MCCARL2010-10-14

Plan Statistics for PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE

Measure Date Value
2015: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2014 401k membership
Total participants, beginning-of-year2014-01-01809
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2013 401k membership
Total participants, beginning-of-year2013-01-01748
Total number of active participants reported on line 7a of the Form 55002013-01-01809
Number of retired or separated participants receiving benefits2013-01-01347
Total of all active and inactive participants2013-01-011,156
Number of employers contributing to the scheme2013-01-0159
2012: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2012 401k membership
Total participants, beginning-of-year2012-01-01752
Total number of active participants reported on line 7a of the Form 55002012-01-01748
Number of retired or separated participants receiving benefits2012-01-01475
Total of all active and inactive participants2012-01-011,223
Number of employers contributing to the scheme2012-01-0163
2011: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2011 401k membership
Total participants, beginning-of-year2011-01-01749
Total number of active participants reported on line 7a of the Form 55002011-01-01752
Number of retired or separated participants receiving benefits2011-01-01304
Total of all active and inactive participants2011-01-011,056
Number of employers contributing to the scheme2011-01-0159
2009: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2009 401k membership
Total participants, beginning-of-year2009-01-011,070
Total number of active participants reported on line 7a of the Form 55002009-01-01754
Number of retired or separated participants receiving benefits2009-01-01282
Total of all active and inactive participants2009-01-011,036
Number of employers contributing to the scheme2009-01-0159

Financial Data on PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE

Measure Date Value
2015 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2015 401k financial data
Total transfer of assets from this plan2015-12-31$804,890
Total income from all sources (including contributions)2015-12-31$3,275
Total loss/gain on sale of assets2015-12-31$69
Total of all expenses incurred2015-12-31$217,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$181,915
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$1,019,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,570
Total interest from all sources2015-12-31$3,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
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
Administrative expenses (other) incurred2015-12-31$35,570
Total non interest bearing cash at beginning of year2015-12-31$1,019,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-214,210
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,019,100
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,206
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$180,265
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,650
Did the plan have assets held for investment2015-12-31No
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 PBGC2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$69
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CYPHER & CYPHER
Accountancy firm EIN2015-12-31251385288
2014 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-104,253
Total unrealized appreciation/depreciation of assets2014-12-31$-104,253
Total transfer of assets from this plan2014-12-31$22,073,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$427,683
Total income from all sources (including contributions)2014-12-31$15,452,108
Total loss/gain on sale of assets2014-12-31$174,298
Total of all expenses incurred2014-12-31$13,816,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,177,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,726,763
Value of total assets at end of year2014-12-31$1,019,100
Value of total assets at beginning of year2014-12-31$21,885,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$639,808
Total interest from all sources2014-12-31$571,711
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$83,589
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$233,670
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
Contributions received from participants2014-12-31$3,779,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$105,818
Administrative expenses (other) incurred2014-12-31$100,736
Liabilities. Value of operating payables at beginning of year2014-12-31$101,624
Total non interest bearing cash at end of year2014-12-31$1,019,100
Total non interest bearing cash at beginning of year2014-12-31$1,164,066
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$1,635,171
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,019,100
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,457,788
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$70,127
Income. Interest from US Government securities2014-12-31$3,280
Income. Interest from corporate debt instruments2014-12-31$568,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,572,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,572,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$162
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$11,918,152
Asset value of US Government securities at beginning of year2014-12-31$1,686,431
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$10,947,415
Employer contributions (assets) at beginning of year2014-12-31$1,145,948
Income. Dividends from common stock2014-12-31$83,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,258,977
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$1,275,232
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,044,909
Contract administrator fees2014-12-31$235,275
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,890,394
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$326,059
Did the plan have assets held for investment2014-12-31No
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
Aggregate proceeds on sale of assets2014-12-31$17,885,030
Aggregate carrying amount (costs) on sale of assets2014-12-31$17,710,732
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 name2014-12-31CYPHER & CYPHER
Accountancy firm EIN2014-12-31251385288
2013 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,313,872
Total unrealized appreciation/depreciation of assets2013-12-31$1,313,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$427,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$328,129
Total income from all sources (including contributions)2013-12-31$16,001,978
Total loss/gain on sale of assets2013-12-31$85,130
Total of all expenses incurred2013-12-31$12,415,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,975,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,316,399
Value of total assets at end of year2013-12-31$21,885,471
Value of total assets at beginning of year2013-12-31$18,198,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$439,831
Total interest from all sources2013-12-31$198,744
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$87,833
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$122,533
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
Contributions received from participants2013-12-31$3,782,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$105,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$61,169
Administrative expenses (other) incurred2013-12-31$62,485
Liabilities. Value of operating payables at end of year2013-12-31$101,624
Liabilities. Value of operating payables at beginning of year2013-12-31$30,615
Total non interest bearing cash at end of year2013-12-31$1,164,066
Total non interest bearing cash at beginning of year2013-12-31$2,257,108
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$3,586,978
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,457,788
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,870,810
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$73,248
Income. Interest from US Government securities2013-12-31$21,728
Income. Interest from corporate debt instruments2013-12-31$176,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,572,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,179,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,179,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$143
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$10,811,542
Asset value of US Government securities at end of year2013-12-31$1,686,431
Asset value of US Government securities at beginning of year2013-12-31$690,831
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$10,533,557
Employer contributions (assets) at end of year2013-12-31$1,145,948
Employer contributions (assets) at beginning of year2013-12-31$916,807
Income. Dividends from common stock2013-12-31$87,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,163,627
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$1,275,232
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$2,280,811
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,044,909
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,883,523
Contract administrator fees2013-12-31$181,565
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,890,394
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,929,158
Liabilities. Value of benefit claims payable at end of year2013-12-31$326,059
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$297,514
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
Aggregate proceeds on sale of assets2013-12-31$961,804
Aggregate carrying amount (costs) on sale of assets2013-12-31$876,674
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 name2013-12-31CYPHER & CYPHER
Accountancy firm EIN2013-12-31251385288
2012 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$768,056
Total unrealized appreciation/depreciation of assets2012-12-31$768,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$328,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$595,666
Total income from all sources (including contributions)2012-12-31$14,384,125
Total loss/gain on sale of assets2012-12-31$-3,031
Total of all expenses incurred2012-12-31$12,339,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,947,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,352,367
Value of total assets at end of year2012-12-31$18,104,327
Value of total assets at beginning of year2012-12-31$16,327,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$392,213
Total interest from all sources2012-12-31$187,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,414
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$74,681
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
Contributions received from participants2012-12-31$3,602,922
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$61,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$52,900
Other income not declared elsewhere2012-12-31$1,540
Administrative expenses (other) incurred2012-12-31$68,197
Liabilities. Value of operating payables at end of year2012-12-31$30,615
Liabilities. Value of operating payables at beginning of year2012-12-31$24,096
Total non interest bearing cash at end of year2012-12-31$2,166,347
Total non interest bearing cash at beginning of year2012-12-31$1,459,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,044,304
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,776,198
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,731,894
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$72,935
Income. Interest from US Government securities2012-12-31$8,166
Income. Interest from corporate debt instruments2012-12-31$179,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,175,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,307,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,307,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$122
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$10,853,191
Asset value of US Government securities at end of year2012-12-31$690,831
Asset value of US Government securities at beginning of year2012-12-31$104,621
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$9,749,445
Employer contributions (assets) at end of year2012-12-31$916,807
Employer contributions (assets) at beginning of year2012-12-31$773,116
Income. Dividends from common stock2012-12-31$77,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,094,417
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$2,280,811
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$2,529,784
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,883,523
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$721,436
Contract administrator fees2012-12-31$176,400
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,929,158
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,378,854
Liabilities. Value of benefit claims payable at end of year2012-12-31$297,514
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$571,570
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
Aggregate proceeds on sale of assets2012-12-31$216,495
Aggregate carrying amount (costs) on sale of assets2012-12-31$219,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CYPHER & CYPHER
Accountancy firm EIN2012-12-31251385288
2011 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-188,967
Total unrealized appreciation/depreciation of assets2011-12-31$-188,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$595,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$410,831
Total income from all sources (including contributions)2011-12-31$12,720,809
Total loss/gain on sale of assets2011-12-31$32,023
Total of all expenses incurred2011-12-31$12,130,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,633,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,639,324
Value of total assets at end of year2011-12-31$16,327,560
Value of total assets at beginning of year2011-12-31$15,552,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$496,961
Total interest from all sources2011-12-31$182,200
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$56,229
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$183,035
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
Contributions received from participants2011-12-31$3,591,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$52,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$53,794
Administrative expenses (other) incurred2011-12-31$75,185
Liabilities. Value of operating payables at end of year2011-12-31$24,096
Liabilities. Value of operating payables at beginning of year2011-12-31$36,177
Total non interest bearing cash at end of year2011-12-31$1,459,612
Total non interest bearing cash at beginning of year2011-12-31$1,445,358
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$590,070
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,731,894
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,141,824
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$62,341
Income. Interest from US Government securities2011-12-31$13,304
Income. Interest from corporate debt instruments2011-12-31$168,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,307,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,417,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,417,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$124
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,590,762
Asset value of US Government securities at end of year2011-12-31$104,621
Asset value of US Government securities at beginning of year2011-12-31$1,121,505
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$9,048,284
Employer contributions (assets) at end of year2011-12-31$773,116
Employer contributions (assets) at beginning of year2011-12-31$791,850
Income. Dividends from common stock2011-12-31$56,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,043,016
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$2,529,784
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$2,566,957
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$721,436
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$681,944
Contract administrator fees2011-12-31$176,400
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,378,854
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,473,973
Liabilities. Value of benefit claims payable at end of year2011-12-31$571,570
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$374,654
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
Aggregate proceeds on sale of assets2011-12-31$1,653,958
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,621,935
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 name2011-12-31CYPHER & CYPHER
Accountancy firm EIN2011-12-31251385288
2010 : PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$678,398
Total unrealized appreciation/depreciation of assets2010-12-31$678,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$410,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$435,368
Total income from all sources (including contributions)2010-12-31$12,452,363
Total loss/gain on sale of assets2010-12-31$165,933
Total of all expenses incurred2010-12-31$10,432,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,038,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,329,699
Value of total assets at end of year2010-12-31$15,552,655
Value of total assets at beginning of year2010-12-31$13,557,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$393,904
Total interest from all sources2010-12-31$204,313
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,020
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$110,092
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
Contributions received from participants2010-12-31$3,393,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$53,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$58,224
Administrative expenses (other) incurred2010-12-31$52,231
Liabilities. Value of operating payables at end of year2010-12-31$36,177
Liabilities. Value of operating payables at beginning of year2010-12-31$36,025
Total non interest bearing cash at end of year2010-12-31$1,445,358
Total non interest bearing cash at beginning of year2010-12-31$1,321,581
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$2,019,644
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,141,824
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,122,180
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$56,531
Income. Interest from US Government securities2010-12-31$41,117
Income. Interest from corporate debt instruments2010-12-31$162,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,417,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,272,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,272,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$500
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$9,023,851
Asset value of US Government securities at end of year2010-12-31$1,121,505
Asset value of US Government securities at beginning of year2010-12-31$3,236,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$7,936,517
Employer contributions (assets) at end of year2010-12-31$791,850
Employer contributions (assets) at beginning of year2010-12-31$639,749
Income. Dividends from common stock2010-12-31$74,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,014,964
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$2,566,957
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$2,304,154
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$681,944
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$151,500
Contract administrator fees2010-12-31$175,050
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,473,973
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,572,858
Liabilities. Value of benefit claims payable at end of year2010-12-31$374,654
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$399,343
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
Aggregate proceeds on sale of assets2010-12-31$2,600,681
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,434,748
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 name2010-12-31CYPHER & CYPHER
Accountancy firm EIN2010-12-31251385288

Form 5500 Responses for PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE

2015: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 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 – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & STEAMFITTERS OF NORTHWEST PA WELFARE 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3224
Policy instance 1
Insurance contract or identification number3224
Number of Individuals Covered903
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,873
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $498,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,873
Insurance broker nameDE VALLEY HEALTH CARE COALITION
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number036229
Policy instance 4
Insurance contract or identification number036229
Number of Individuals Covered489
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,940,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0148609
Policy instance 3
Insurance contract or identification number0148609
Number of Individuals Covered1058
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $203,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL VISION ADMINISTRATORS, LLC (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number8302
Policy instance 2
Insurance contract or identification number8302
Number of Individuals Covered3178
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,671
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number01644
Policy instance 1
Insurance contract or identification number01644
Number of Individuals Covered754
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Other welfare benefits providedOTHER (SPECIFY) EAP PREMIUMS
Welfare Benefit Premiums Paid to CarrierUSD $10,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0148609
Policy instance 6
Insurance contract or identification number0148609
Number of Individuals Covered1023
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $189,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number017172
Policy instance 5
Insurance contract or identification number017172
Number of Individuals Covered2186
Insurance policy start date2012-06-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $216,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number017172
Policy instance 4
Insurance contract or identification number017172
Number of Individuals Covered2215
Insurance policy start date2012-01-01
Insurance policy end date2012-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL VISION ADMINISTRATORS, LLC (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number8302
Policy instance 3
Insurance contract or identification number8302
Number of Individuals Covered2230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3224
Policy instance 2
Insurance contract or identification number3224
Number of Individuals Covered748
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $483,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameDE VALLEY HEALTH CARE COALITION
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3224
Policy instance 4
Insurance contract or identification number3224
Number of Individuals Covered763
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $409,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number475045
Policy instance 3
Insurance contract or identification number475045
Number of Individuals Covered967
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $282,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35599 )
Policy contract number4380PA
Policy instance 2
Insurance contract or identification number4380PA
Insurance policy start date2011-01-01
Insurance policy end date2011-06-30
Welfare Benefit Premiums Paid to CarrierUSD $177,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number1196500
Policy instance 1
Insurance contract or identification number1196500
Number of Individuals Covered472
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,705,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL VISION ADMINISTRATORS, LLC (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number8302
Policy instance 5
Insurance contract or identification number8302
Number of Individuals Covered1990
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number3224
Policy instance 5
Insurance contract or identification number3224
Number of Individuals Covered787
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $1,780
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $443,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,780
Insurance broker nameDE VALLEY HEALTH CARE COALITION
NATIONAL VISION ADMINISTRATORS, LLC (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number8302
Policy instance 6
Insurance contract or identification number8302
Number of Individuals Covered1995
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number001644
Policy instance 4
Insurance contract or identification number001644
Number of Individuals Covered751
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number475045
Policy instance 3
Insurance contract or identification number475045
Number of Individuals Covered945
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $272,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35599 )
Policy contract number4380PA
Policy instance 2
Insurance contract or identification number4380PA
Number of Individuals Covered738
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $343,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number1196500
Policy instance 1
Insurance contract or identification number1196500
Number of Individuals Covered458
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,534,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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