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PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 401k Plan overview

Plan NamePLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
Plan identification number 501

PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND Benefits

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

401k Sponsoring company profile

TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
Employer identification number (EIN):356022383
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01
5012021-03-01
5012020-03-01
5012019-03-01
5012018-03-01
5012017-03-01DAVID NIEZGODSKI BROC BUCZOLICH2018-12-13
5012016-03-01BROC BUCZOLICH DAVID NIEZGODSKI2017-12-14
5012015-03-01BROC BUCZOLICH DAVID NIEZGODSKI2016-12-13
5012014-03-01BROC BUCZOLICH DAVID NIEZGODSKI2015-12-10
5012013-03-01DAVID NIEZGODSKI BROC BUCZOLICH2014-12-11
5012012-03-01DAVID NIEZGODSKI BROC BUCZOLICH2013-12-13
5012011-03-01DAVID NIEZGODSKI BROC BUCZOLICH2012-12-14
5012009-03-01WILLIAM MEYER BROC BUCZOLICH2010-12-14

Plan Statistics for PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND

401k plan membership statisitcs for PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND

Measure Date Value
2022: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-03-01709
Total number of active participants reported on line 7a of the Form 55002022-03-01515
Number of retired or separated participants receiving benefits2022-03-01216
Total of all active and inactive participants2022-03-01731
Number of employers contributing to the scheme2022-03-0142
2021: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-03-01707
Total number of active participants reported on line 7a of the Form 55002021-03-01494
Number of retired or separated participants receiving benefits2021-03-01215
Total of all active and inactive participants2021-03-01709
Number of employers contributing to the scheme2021-03-0142
2020: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-03-01705
Total number of active participants reported on line 7a of the Form 55002020-03-01505
Number of retired or separated participants receiving benefits2020-03-01202
Total of all active and inactive participants2020-03-01707
Number of employers contributing to the scheme2020-03-0148
2019: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-03-01693
Total number of active participants reported on line 7a of the Form 55002019-03-01510
Number of retired or separated participants receiving benefits2019-03-01195
Total of all active and inactive participants2019-03-01705
Number of employers contributing to the scheme2019-03-0152
2018: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-03-01668
Total number of active participants reported on line 7a of the Form 55002018-03-01492
Number of retired or separated participants receiving benefits2018-03-01201
Total of all active and inactive participants2018-03-01693
Number of employers contributing to the scheme2018-03-0151
2017: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-03-01683
Total number of active participants reported on line 7a of the Form 55002017-03-01468
Number of retired or separated participants receiving benefits2017-03-01200
Total of all active and inactive participants2017-03-01668
Number of employers contributing to the scheme2017-03-0143
2016: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-03-01645
Total number of active participants reported on line 7a of the Form 55002016-03-01487
Number of retired or separated participants receiving benefits2016-03-01196
Total of all active and inactive participants2016-03-01683
Number of employers contributing to the scheme2016-03-0145
2015: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-03-01585
Total number of active participants reported on line 7a of the Form 55002015-03-01444
Number of retired or separated participants receiving benefits2015-03-01201
Total of all active and inactive participants2015-03-01645
Number of employers contributing to the scheme2015-03-0148
2014: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-03-01573
Total number of active participants reported on line 7a of the Form 55002014-03-01403
Number of retired or separated participants receiving benefits2014-03-01182
Total of all active and inactive participants2014-03-01585
Number of employers contributing to the scheme2014-03-0148
2013: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-03-01589
Total number of active participants reported on line 7a of the Form 55002013-03-01392
Number of retired or separated participants receiving benefits2013-03-01181
Total of all active and inactive participants2013-03-01573
Number of employers contributing to the scheme2013-03-0142
2012: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-03-01570
Total number of active participants reported on line 7a of the Form 55002012-03-01408
Number of retired or separated participants receiving benefits2012-03-01181
Total of all active and inactive participants2012-03-01589
Total participants2012-03-01589
Number of employers contributing to the scheme2012-03-0153
2011: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-03-01589
Total number of active participants reported on line 7a of the Form 55002011-03-01395
Number of retired or separated participants receiving benefits2011-03-01175
Total of all active and inactive participants2011-03-01570
Number of employers contributing to the scheme2011-03-0146
2009: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-03-01671
Total number of active participants reported on line 7a of the Form 55002009-03-01476
Number of retired or separated participants receiving benefits2009-03-01156
Total of all active and inactive participants2009-03-01632
Number of employers contributing to the scheme2009-03-0161

Financial Data on PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND

Measure Date Value
2023 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$1,812,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$1,277,177
Total income from all sources (including contributions)2023-02-28$9,012,118
Total of all expenses incurred2023-02-28$9,353,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$8,936,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$9,351,147
Value of total assets at end of year2023-02-28$16,620,734
Value of total assets at beginning of year2023-02-28$16,426,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$416,393
Total interest from all sources2023-02-28$2,192
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$282,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$282,926
Administrative expenses professional fees incurred2023-02-28$154,054
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$500,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$1,099,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-02-28$945,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$283,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$587,256
Other income not declared elsewhere2023-02-28$562,059
Administrative expenses (other) incurred2023-02-28$49,505
Liabilities. Value of operating payables at end of year2023-02-28$52,201
Liabilities. Value of operating payables at beginning of year2023-02-28$146,977
Total non interest bearing cash at end of year2023-02-28$845,658
Total non interest bearing cash at beginning of year2023-02-28$919,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-341,167
Value of net assets at end of year (total assets less liabilities)2023-02-28$14,808,323
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$15,149,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Investment advisory and management fees2023-02-28$22,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$14,568,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$14,057,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$28,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$28,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$28,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$2,192
Expenses. Payments to insurance carriers foe the provision of benefits2023-02-28$889,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-1,186,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28Yes
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$8,251,680
Employer contributions (assets) at end of year2023-02-28$817,207
Employer contributions (assets) at beginning of year2023-02-28$719,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$7,101,858
Contract administrator fees2023-02-28$190,765
Liabilities. Value of benefit claims payable at end of year2023-02-28$1,760,210
Liabilities. Value of benefit claims payable at beginning of year2023-02-28$1,130,200
Assets. Value of buildings and other operty used in plan operation at end of year2023-02-28$76,096
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-02-28$114,228
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28LEGACY PROFESSIONALS
Accountancy firm EIN2023-02-28320043599
2022 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$1,277,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$1,253,969
Total income from all sources (including contributions)2022-02-28$9,494,287
Total of all expenses incurred2022-02-28$8,402,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$8,024,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$8,934,320
Value of total assets at end of year2022-02-28$16,426,667
Value of total assets at beginning of year2022-02-28$15,312,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$378,295
Total interest from all sources2022-02-28$14
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$272,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$272,619
Administrative expenses professional fees incurred2022-02-28$118,325
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$500,000
If this is an individual account plan, was there a blackout period2022-02-28No
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$1,064,108
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-02-28$889,530
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$587,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$817,764
Other income not declared elsewhere2022-02-28$426,869
Administrative expenses (other) incurred2022-02-28$47,042
Liabilities. Value of operating payables at end of year2022-02-28$146,977
Liabilities. Value of operating payables at beginning of year2022-02-28$554,208
Total non interest bearing cash at end of year2022-02-28$919,611
Total non interest bearing cash at beginning of year2022-02-28$1,279,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$1,091,384
Value of net assets at end of year (total assets less liabilities)2022-02-28$15,149,490
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$14,058,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Investment advisory and management fees2022-02-28$22,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$14,057,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$12,189,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$28,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$28,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$28,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$-139,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$7,870,212
Employer contributions (assets) at end of year2022-02-28$719,860
Employer contributions (assets) at beginning of year2022-02-28$844,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$7,135,078
Contract administrator fees2022-02-28$190,819
Liabilities. Value of benefit claims payable at end of year2022-02-28$1,130,200
Liabilities. Value of benefit claims payable at beginning of year2022-02-28$699,761
Assets. Value of buildings and other operty used in plan operation at end of year2022-02-28$114,228
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-02-28$152,361
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28LEGACY PROFESSIONALS
Accountancy firm EIN2022-02-28320043599
2021 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$1,253,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$1,410,026
Total income from all sources (including contributions)2021-02-28$9,698,179
Total of all expenses incurred2021-02-28$8,230,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$7,862,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$8,131,422
Value of total assets at end of year2021-02-28$15,312,075
Value of total assets at beginning of year2021-02-28$14,000,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$367,993
Total interest from all sources2021-02-28$597
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$334,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$334,518
Administrative expenses professional fees incurred2021-02-28$106,113
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$500,000
If this is an individual account plan, was there a blackout period2021-02-28No
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$1,048,167
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-02-28$824,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$817,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$702,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$60,222
Other income not declared elsewhere2021-02-28$337,990
Administrative expenses (other) incurred2021-02-28$49,345
Liabilities. Value of operating payables at end of year2021-02-28$554,208
Liabilities. Value of operating payables at beginning of year2021-02-28$258,920
Total non interest bearing cash at end of year2021-02-28$1,279,251
Total non interest bearing cash at beginning of year2021-02-28$115,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$1,467,338
Value of net assets at end of year (total assets less liabilities)2021-02-28$14,058,106
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$12,590,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Investment advisory and management fees2021-02-28$21,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$12,189,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$11,796,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$28,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$442,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$442,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$597
Expenses. Payments to insurance carriers foe the provision of benefits2021-02-28$1,056,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$893,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$7,083,255
Employer contributions (assets) at end of year2021-02-28$844,085
Employer contributions (assets) at beginning of year2021-02-28$769,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$5,982,086
Contract administrator fees2021-02-28$190,765
Liabilities. Value of benefit claims payable at end of year2021-02-28$699,761
Liabilities. Value of benefit claims payable at beginning of year2021-02-28$1,090,884
Assets. Value of buildings and other operty used in plan operation at end of year2021-02-28$152,361
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-02-28$173,819
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-02-28320043599
2020 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$1,410,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$870,326
Total income from all sources (including contributions)2020-02-29$9,668,356
Total of all expenses incurred2020-02-29$9,000,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$8,588,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$8,547,266
Value of total assets at end of year2020-02-29$14,000,794
Value of total assets at beginning of year2020-02-29$12,793,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$412,260
Total interest from all sources2020-02-29$18,354
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$255,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$255,677
Administrative expenses professional fees incurred2020-02-29$137,554
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$500,000
If this is an individual account plan, was there a blackout period2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$973,604
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-02-29$483,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$702,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$631,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$60,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$7,139
Other income not declared elsewhere2020-02-29$244,226
Administrative expenses (other) incurred2020-02-29$45,412
Liabilities. Value of operating payables at end of year2020-02-29$258,920
Liabilities. Value of operating payables at beginning of year2020-02-29$112,087
Total non interest bearing cash at end of year2020-02-29$115,330
Total non interest bearing cash at beginning of year2020-02-29$1,494,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$667,966
Value of net assets at end of year (total assets less liabilities)2020-02-29$12,590,768
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$11,922,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Investment advisory and management fees2020-02-29$21,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$11,796,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$9,938,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$442,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$85,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$85,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$18,354
Expenses. Payments to insurance carriers foe the provision of benefits2020-02-29$883,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$602,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$7,573,662
Employer contributions (assets) at end of year2020-02-29$769,928
Employer contributions (assets) at beginning of year2020-02-29$643,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$7,221,107
Contract administrator fees2020-02-29$207,626
Liabilities. Value of benefit claims payable at end of year2020-02-29$1,090,884
Liabilities. Value of benefit claims payable at beginning of year2020-02-29$751,100
Assets. Value of buildings and other operty used in plan operation at end of year2020-02-29$173,819
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29No
Opinion of an independent qualified public accountant for this plan2020-02-29Unqualified
Accountancy firm name2020-02-29LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-02-29320043599
2018 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$1,543,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$2,112,721
Total income from all sources (including contributions)2018-02-28$9,216,625
Total of all expenses incurred2018-02-28$8,808,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$8,432,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$8,075,573
Value of total assets at end of year2018-02-28$12,226,582
Value of total assets at beginning of year2018-02-28$12,387,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$375,677
Total interest from all sources2018-02-28$2,278
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$203,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$203,111
Administrative expenses professional fees incurred2018-02-28$128,930
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
If this is an individual account plan, was there a blackout period2018-02-28No
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$922,209
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-02-28$291,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$389,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$389,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$12,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$9,068
Other income not declared elsewhere2018-02-28$663,457
Administrative expenses (other) incurred2018-02-28$42,657
Liabilities. Value of operating payables at end of year2018-02-28$194,439
Liabilities. Value of operating payables at beginning of year2018-02-28$488,253
Total non interest bearing cash at end of year2018-02-28$971,046
Total non interest bearing cash at beginning of year2018-02-28$1,445,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$408,399
Value of net assets at end of year (total assets less liabilities)2018-02-28$10,682,844
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$10,274,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Investment advisory and management fees2018-02-28$21,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$10,136,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$9,661,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$36,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$35,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$35,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$2,278
Expenses. Payments to insurance carriers foe the provision of benefits2018-02-28$402,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$272,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$7,153,364
Employer contributions (assets) at end of year2018-02-28$693,530
Employer contributions (assets) at beginning of year2018-02-28$854,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$7,738,064
Contract administrator fees2018-02-28$182,584
Liabilities. Value of benefit claims payable at end of year2018-02-28$1,336,700
Liabilities. Value of benefit claims payable at beginning of year2018-02-28$1,615,400
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-02-28320043599
2017 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$2,112,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$1,814,300
Total income from all sources (including contributions)2017-02-28$8,980,297
Total of all expenses incurred2017-02-28$7,744,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$7,353,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$7,946,389
Value of total assets at end of year2017-02-28$12,387,166
Value of total assets at beginning of year2017-02-28$10,852,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$390,679
Total interest from all sources2017-02-28$600
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$218,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$218,757
Administrative expenses professional fees incurred2017-02-28$121,639
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$888,459
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-02-28$327,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$389,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$192,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$9,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$5,099
Other income not declared elsewhere2017-02-28$427,062
Administrative expenses (other) incurred2017-02-28$65,001
Liabilities. Value of operating payables at end of year2017-02-28$488,253
Liabilities. Value of operating payables at beginning of year2017-02-28$94,501
Total non interest bearing cash at end of year2017-02-28$1,445,612
Total non interest bearing cash at beginning of year2017-02-28$218,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$1,236,071
Value of net assets at end of year (total assets less liabilities)2017-02-28$10,274,445
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$9,038,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$21,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$9,661,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$8,955,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$35,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$862,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$862,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$600
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$365,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$387,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$7,057,930
Employer contributions (assets) at end of year2017-02-28$854,900
Employer contributions (assets) at beginning of year2017-02-28$623,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$6,660,454
Contract administrator fees2017-02-28$182,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-02-28No
Liabilities. Value of benefit claims payable at end of year2017-02-28$1,615,400
Liabilities. Value of benefit claims payable at beginning of year2017-02-28$1,714,700
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-02-28320043599
2016 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$1,814,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$957,835
Total income from all sources (including contributions)2016-02-29$7,334,228
Total of all expenses incurred2016-02-29$8,548,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$8,155,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$7,144,849
Value of total assets at end of year2016-02-29$10,852,674
Value of total assets at beginning of year2016-02-29$11,210,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$392,840
Total interest from all sources2016-02-29$91
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$179,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$179,830
Administrative expenses professional fees incurred2016-02-29$108,358
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
If this is an individual account plan, was there a blackout period2016-02-29No
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$834,723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-02-29$279,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$192,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$131,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-02-29$5,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-02-29$13,282
Other income not declared elsewhere2016-02-29$328,887
Administrative expenses (other) incurred2016-02-29$83,459
Liabilities. Value of operating payables at end of year2016-02-29$94,501
Liabilities. Value of operating payables at beginning of year2016-02-29$42,353
Total non interest bearing cash at end of year2016-02-29$218,683
Total non interest bearing cash at beginning of year2016-02-29$358,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-1,214,239
Value of net assets at end of year (total assets less liabilities)2016-02-29$9,038,374
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$10,252,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$21,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$8,955,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$9,094,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$862,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$1,080,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$1,080,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$91
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$337,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-319,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$6,310,126
Employer contributions (assets) at end of year2016-02-29$623,168
Employer contributions (assets) at beginning of year2016-02-29$545,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$7,538,359
Contract administrator fees2016-02-29$179,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-02-29No
Liabilities. Value of benefit claims payable at end of year2016-02-29$1,714,700
Liabilities. Value of benefit claims payable at beginning of year2016-02-29$902,200
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-02-29320043599
2015 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$957,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$634,218
Total income from all sources (including contributions)2015-02-28$7,037,647
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$6,032,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$5,590,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$6,295,387
Value of total assets at end of year2015-02-28$11,210,448
Value of total assets at beginning of year2015-02-28$9,881,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$442,640
Total interest from all sources2015-02-28$158
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$153,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$153,987
Administrative expenses professional fees incurred2015-02-28$133,711
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
If this is an individual account plan, was there a blackout period2015-02-28No
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$890,892
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-02-28$264,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$131,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$145,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-02-28$13,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-02-28$24,770
Other income not declared elsewhere2015-02-28$321,690
Administrative expenses (other) incurred2015-02-28$119,993
Liabilities. Value of operating payables at end of year2015-02-28$42,353
Liabilities. Value of operating payables at beginning of year2015-02-28$34,848
Total non interest bearing cash at end of year2015-02-28$358,105
Total non interest bearing cash at beginning of year2015-02-28$-13,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$1,004,928
Value of net assets at end of year (total assets less liabilities)2015-02-28$10,252,613
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$9,247,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$21,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$9,094,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$8,193,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$1,080,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$1,126,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$1,126,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$158
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$364,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$266,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$5,404,495
Employer contributions (assets) at end of year2015-02-28$545,441
Employer contributions (assets) at beginning of year2015-02-28$430,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$4,961,877
Contract administrator fees2015-02-28$167,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-02-28No
Liabilities. Value of benefit claims payable at end of year2015-02-28$902,200
Liabilities. Value of benefit claims payable at beginning of year2015-02-28$574,600
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$7,250,000
Aggregate carrying amount (costs) on sale of assets2015-02-28$7,250,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-02-28320043599
2014 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$634,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$605,862
Total income from all sources (including contributions)2014-02-28$6,511,131
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$5,475,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$5,114,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$5,923,811
Value of total assets at end of year2014-02-28$9,881,903
Value of total assets at beginning of year2014-02-28$8,817,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$360,792
Total interest from all sources2014-02-28$224
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$195,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2014-02-28$195,349
Administrative expenses professional fees incurred2014-02-28$126,625
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$500,000
If this is an individual account plan, was there a blackout period2014-02-28No
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$870,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-02-28$212,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$145,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$150,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-02-28$24,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$69,665
Other income not declared elsewhere2014-02-28$266,041
Administrative expenses (other) incurred2014-02-28$38,671
Liabilities. Value of operating payables at end of year2014-02-28$34,848
Liabilities. Value of operating payables at beginning of year2014-02-28$44,697
Total non interest bearing cash at end of year2014-02-28$-13,612
Total non interest bearing cash at beginning of year2014-02-28$-29,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$1,036,099
Value of net assets at end of year (total assets less liabilities)2014-02-28$9,247,685
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$8,211,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$21,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$8,193,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$6,687,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$1,126,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$1,380,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$1,380,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$224
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$394,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-02-28$125,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$5,053,449
Employer contributions (assets) at end of year2014-02-28$430,009
Employer contributions (assets) at beginning of year2014-02-28$629,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$4,507,171
Contract administrator fees2014-02-28$173,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-02-28No
Liabilities. Value of benefit claims payable at end of year2014-02-28$574,600
Liabilities. Value of benefit claims payable at beginning of year2014-02-28$491,500
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$4,075,000
Aggregate carrying amount (costs) on sale of assets2014-02-28$4,075,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-02-28320043599
2013 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$605,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$613,381
Total income from all sources (including contributions)2013-02-28$7,100,023
Total of all expenses incurred2013-02-28$4,993,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$4,600,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$6,373,857
Value of total assets at end of year2013-02-28$8,817,448
Value of total assets at beginning of year2013-02-28$6,718,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$392,593
Total interest from all sources2013-02-28$279
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$227,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$227,451
Administrative expenses professional fees incurred2013-02-28$142,569
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$500,000
If this is an individual account plan, was there a blackout period2013-02-28No
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$825,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$150,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$105,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$69,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$69,970
Other income not declared elsewhere2013-02-28$438,857
Administrative expenses (other) incurred2013-02-28$50,840
Liabilities. Value of operating payables at end of year2013-02-28$44,697
Liabilities. Value of operating payables at beginning of year2013-02-28$23,411
Total non interest bearing cash at end of year2013-02-28$-29,707
Total non interest bearing cash at beginning of year2013-02-28$-74,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$2,106,654
Value of net assets at end of year (total assets less liabilities)2013-02-28$8,211,586
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$6,104,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$21,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$6,687,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$4,500,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$1,380,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$1,711,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$1,711,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$279
Expenses. Payments to insurance carriers foe the provision of benefits2013-02-28$343,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$59,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$5,548,352
Employer contributions (assets) at end of year2013-02-28$629,288
Employer contributions (assets) at beginning of year2013-02-28$474,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$4,257,294
Contract administrator fees2013-02-28$177,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-02-28No
Liabilities. Value of benefit claims payable at end of year2013-02-28$491,500
Liabilities. Value of benefit claims payable at beginning of year2013-02-28$520,000
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-02-28320043599
2012 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$613,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$579,397
Total income from all sources (including contributions)2012-02-29$6,254,150
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$5,641,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$5,260,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$5,684,294
Value of total assets at end of year2012-02-29$6,718,313
Value of total assets at beginning of year2012-02-29$6,072,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$381,724
Total interest from all sources2012-02-29$675
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$167,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2012-02-29$167,020
Administrative expenses professional fees incurred2012-02-29$146,474
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$500,000
If this is an individual account plan, was there a blackout period2012-02-29No
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$717,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$105,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$401,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$69,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$1,520
Other income not declared elsewhere2012-02-29$312,802
Administrative expenses (other) incurred2012-02-29$38,886
Liabilities. Value of operating payables at end of year2012-02-29$23,411
Liabilities. Value of operating payables at beginning of year2012-02-29$43,077
Total non interest bearing cash at end of year2012-02-29$-74,124
Total non interest bearing cash at beginning of year2012-02-29$-84,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$612,246
Value of net assets at end of year (total assets less liabilities)2012-02-29$6,104,932
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$5,492,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$21,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$4,500,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$4,243,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$1,711,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$1,160,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$1,160,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$675
Expenses. Payments to insurance carriers foe the provision of benefits2012-02-29$317,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-02-29$89,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$4,966,584
Employer contributions (assets) at end of year2012-02-29$474,615
Employer contributions (assets) at beginning of year2012-02-29$351,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$4,942,609
Contract administrator fees2012-02-29$175,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-02-29No
Liabilities. Value of benefit claims payable at end of year2012-02-29$520,000
Liabilities. Value of benefit claims payable at beginning of year2012-02-29$534,800
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$0
Aggregate carrying amount (costs) on sale of assets2012-02-29$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29LEGACY PROFESIONALS LLP
Accountancy firm EIN2012-02-29320043599
2011 : PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$0
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$579,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$826,544
Total income from all sources (including contributions)2011-02-28$6,527,627
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$7,043,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$6,695,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$5,182,588
Value of total assets at end of year2011-02-28$6,072,083
Value of total assets at beginning of year2011-02-28$6,835,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$348,234
Total interest from all sources2011-02-28$4,070
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$250,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$250,613
Administrative expenses professional fees incurred2011-02-28$133,014
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$771,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$401,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$60,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-02-28$1,520
Other income not declared elsewhere2011-02-28$891,161
Administrative expenses (other) incurred2011-02-28$36,090
Liabilities. Value of operating payables at end of year2011-02-28$43,077
Liabilities. Value of operating payables at beginning of year2011-02-28$31,544
Total non interest bearing cash at end of year2011-02-28$-84,670
Total non interest bearing cash at beginning of year2011-02-28$-68,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$-516,166
Value of net assets at end of year (total assets less liabilities)2011-02-28$5,492,686
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$6,008,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$21,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$4,243,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$5,193,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$1,160,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$1,337,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$1,337,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$4,070
Expenses. Payments to insurance carriers foe the provision of benefits2011-02-28$369,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$199,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$4,410,747
Employer contributions (assets) at end of year2011-02-28$351,280
Employer contributions (assets) at beginning of year2011-02-28$311,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$6,326,376
Contract administrator fees2011-02-28$157,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-02-28No
Liabilities. Value of benefit claims payable at end of year2011-02-28$534,800
Liabilities. Value of benefit claims payable at beginning of year2011-02-28$795,000
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$1,299
Aggregate carrying amount (costs) on sale of assets2011-02-28$1,299
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-02-28320043599

Form 5500 Responses for PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND

2022: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2022 form 5500 responses
2022-03-01Type of plan entityMulti-employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planYes
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2021 form 5500 responses
2021-03-01Type of plan entityMulti-employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planYes
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2020 form 5500 responses
2020-03-01Type of plan entityMulti-employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planYes
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2019 form 5500 responses
2019-03-01Type of plan entityMulti-employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planYes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planYes
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planYes
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planYes
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Plan is a collectively bargained planYes
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2009: PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01This submission is the final filingNo
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00004256
Policy instance 3
Insurance contract or identification numberAL00004256
Number of Individuals Covered516
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10487
Policy instance 2
Insurance contract or identification numberSL10487
Number of Individuals Covered553
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $16,556
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $478,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,556
Insurance broker organization code?3
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered275
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $108,985
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $251,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $108,985
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10487
Policy instance 3
Insurance contract or identification numberSL10487
Number of Individuals Covered554
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $8,706
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $435,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,706
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 2
Insurance contract or identification numberG1400
Number of Individuals Covered494
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312350
Policy instance 1
Insurance contract or identification number312350
Number of Individuals Covered709
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $38,225
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $405,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,225
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 1
Insurance contract or identification numberG1400
Number of Individuals Covered505
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312350
Policy instance 2
Insurance contract or identification number312350
Number of Individuals Covered244
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $39,725
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $565,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,725
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10487
Policy instance 3
Insurance contract or identification numberSL10487
Number of Individuals Covered554
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $8,706
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $435,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,706
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number312360
Policy instance 4
Insurance contract or identification number312360
Number of Individuals Covered0
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $300
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $300
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312350
Policy instance 5
Insurance contract or identification number312350
Number of Individuals Covered249
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $45,500
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $494,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,500
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34841
Policy instance 4
Insurance contract or identification numberHCL34841
Number of Individuals Covered562
Insurance policy start date2019-06-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $14,372
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $287,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,372
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 3
Insurance contract or identification numberG1400
Number of Individuals Covered501
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number312360
Policy instance 2
Insurance contract or identification number312360
Number of Individuals Covered2
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $700
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $700
Insurance broker organization code?3
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63657 )
Policy contract numberGSLIC-GRM3054
Policy instance 1
Insurance contract or identification numberGSLIC-GRM3054
Number of Individuals Covered520
Insurance policy start date2019-03-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $84,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GARDEN STATE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 33299 )
Policy contract numberGSLIC-GRM3054
Policy instance 1
Insurance contract or identification numberGSLIC-GRM3054
Number of Individuals Covered546
Insurance policy start date2018-06-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $255,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract numberP0312859303
Policy instance 3
Insurance contract or identification numberP0312859303
Number of Individuals Covered529
Insurance policy start date2018-03-01
Insurance policy end date2018-06-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,786
Welfare Benefit Premiums Paid to CarrierUSD $95,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4786
Additional information about fees paid to insurance brokerINSURANCE BROKERAGE
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 2
Insurance contract or identification numberG1400
Number of Individuals Covered441
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract numberP0312859302
Policy instance 2
Insurance contract or identification numberP0312859302
Number of Individuals Covered532
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,270
Welfare Benefit Premiums Paid to CarrierUSD $385,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14695
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker nameBENEFITMALL
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 1
Insurance contract or identification numberG1400
Number of Individuals Covered441
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17074
Policy instance 3
Insurance contract or identification numberHCL17074
Number of Individuals Covered467
Insurance policy start date2015-03-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $4,576
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $91,513
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,576
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INS. AND FIN. SERVICES
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 2
Insurance contract or identification numberG1400
Number of Individuals Covered403
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PARTNERRE AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11835 )
Policy contract numberP0312859301
Policy instance 1
Insurance contract or identification numberP0312859301
Number of Individuals Covered513
Insurance policy start date2015-06-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,479
Welfare Benefit Premiums Paid to CarrierUSD $229,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11479
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameBENEFITMALL
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 1
Insurance contract or identification numberG1400
Number of Individuals Covered460
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $22,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17074
Policy instance 2
Insurance contract or identification numberHCL17074
Number of Individuals Covered462
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $17,777
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
Welfare Benefit Premiums Paid to CarrierUSD $355,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,777
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INS. AND FIN. SERVICES
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 2
Insurance contract or identification numberG1400
Number of Individuals Covered406
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17074
Policy instance 1
Insurance contract or identification numberHCL17074
Number of Individuals Covered472
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $18,952
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
Welfare Benefit Premiums Paid to CarrierUSD $379,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,952
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INS. AND FIN. SERVICES
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17074
Policy instance 2
Insurance contract or identification numberHCL17074
Number of Individuals Covered475
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $16,660
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
Welfare Benefit Premiums Paid to CarrierUSD $333,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,660
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INS & FIN SERVICES
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 1
Insurance contract or identification numberG1400
Number of Individuals Covered350
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberG1400
Policy instance 1
Insurance contract or identification numberG1400
Number of Individuals Covered391
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17074
Policy instance 2
Insurance contract or identification numberHCL17074
Number of Individuals Covered542
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $15,426
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
Welfare Benefit Premiums Paid to CarrierUSD $301,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN75155
Policy instance 3
Insurance contract or identification numberN75155
Number of Individuals Covered377
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $-680
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN75155
Policy instance 2
Insurance contract or identification numberN75155
Number of Individuals Covered408
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $2,016
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17074
Policy instance 1
Insurance contract or identification numberHCL17074
Number of Individuals Covered600
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $17,952
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
Welfare Benefit Premiums Paid to CarrierUSD $345,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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