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PIPE FITTERS WELFARE FUND, LOCAL 597 401k Plan overview

Plan NamePIPE FITTERS WELFARE FUND, LOCAL 597
Plan identification number 501

PIPE FITTERS WELFARE FUND, LOCAL 597 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • 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 PIPE FITTERS WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF PIPE FITTERS WELFARE FUND
Employer identification number (EIN):362141703
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIPE FITTERS WELFARE FUND, LOCAL 597

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01CHRISTOPHER HERNADEZ JILL MCCALL2018-10-10
5012016-01-01CHRISTOPHER HERNADEZ STEPHEN LAMB2017-10-11
5012015-01-01CHRISTOPHER HERNADEZ STEPHEN LAMB2016-10-13
5012014-01-01KEVIN MORRISSEY STEPHEN LAMB2015-10-15
5012013-01-01STEPHEN LAMB KEVIN MORRISSEY2014-10-09
5012012-01-01STEPHEN LAMB KEVIN MORRISSEY2013-10-11
5012011-01-01STEPHEN LAMB KEVIN MORRISSEY2012-10-12
5012009-01-01JOHN KUSZYNSKI STEPHEN LAMB2010-10-15

Plan Statistics for PIPE FITTERS WELFARE FUND, LOCAL 597

401k plan membership statisitcs for PIPE FITTERS WELFARE FUND, LOCAL 597

Measure Date Value
2022: PIPE FITTERS WELFARE FUND, LOCAL 597 2022 401k membership
Total participants, beginning-of-year2022-01-0110,088
Total number of active participants reported on line 7a of the Form 55002022-01-016,307
Number of retired or separated participants receiving benefits2022-01-014,008
Total of all active and inactive participants2022-01-0110,315
Number of employers contributing to the scheme2022-01-01403
2021: PIPE FITTERS WELFARE FUND, LOCAL 597 2021 401k membership
Total participants, beginning-of-year2021-01-019,951
Total number of active participants reported on line 7a of the Form 55002021-01-016,120
Number of retired or separated participants receiving benefits2021-01-013,968
Total of all active and inactive participants2021-01-0110,088
Number of employers contributing to the scheme2021-01-01415
2020: PIPE FITTERS WELFARE FUND, LOCAL 597 2020 401k membership
Total participants, beginning-of-year2020-01-0110,174
Total number of active participants reported on line 7a of the Form 55002020-01-016,006
Number of retired or separated participants receiving benefits2020-01-013,945
Total of all active and inactive participants2020-01-019,951
Number of employers contributing to the scheme2020-01-01418
2019: PIPE FITTERS WELFARE FUND, LOCAL 597 2019 401k membership
Total participants, beginning-of-year2019-01-0110,020
Total number of active participants reported on line 7a of the Form 55002019-01-016,292
Number of retired or separated participants receiving benefits2019-01-013,882
Total of all active and inactive participants2019-01-0110,174
Number of employers contributing to the scheme2019-01-01423
2018: PIPE FITTERS WELFARE FUND, LOCAL 597 2018 401k membership
Total participants, beginning-of-year2018-01-019,928
Total number of active participants reported on line 7a of the Form 55002018-01-016,192
Number of retired or separated participants receiving benefits2018-01-013,828
Total of all active and inactive participants2018-01-0110,020
Number of employers contributing to the scheme2018-01-01448
2017: PIPE FITTERS WELFARE FUND, LOCAL 597 2017 401k membership
Total participants, beginning-of-year2017-01-019,933
Total number of active participants reported on line 7a of the Form 55002017-01-016,173
Number of retired or separated participants receiving benefits2017-01-013,755
Total of all active and inactive participants2017-01-019,928
Number of employers contributing to the scheme2017-01-01465
2016: PIPE FITTERS WELFARE FUND, LOCAL 597 2016 401k membership
Total participants, beginning-of-year2016-01-019,936
Total number of active participants reported on line 7a of the Form 55002016-01-016,226
Number of retired or separated participants receiving benefits2016-01-013,707
Total of all active and inactive participants2016-01-019,933
Number of employers contributing to the scheme2016-01-01405
2015: PIPE FITTERS WELFARE FUND, LOCAL 597 2015 401k membership
Total participants, beginning-of-year2015-01-019,364
Total number of active participants reported on line 7a of the Form 55002015-01-016,285
Number of retired or separated participants receiving benefits2015-01-013,651
Total of all active and inactive participants2015-01-019,936
Number of employers contributing to the scheme2015-01-01411
2014: PIPE FITTERS WELFARE FUND, LOCAL 597 2014 401k membership
Total participants, beginning-of-year2014-01-018,815
Total number of active participants reported on line 7a of the Form 55002014-01-016,266
Number of retired or separated participants receiving benefits2014-01-013,098
Total of all active and inactive participants2014-01-019,364
Number of employers contributing to the scheme2014-01-01404
2013: PIPE FITTERS WELFARE FUND, LOCAL 597 2013 401k membership
Total participants, beginning-of-year2013-01-018,891
Total number of active participants reported on line 7a of the Form 55002013-01-016,041
Number of retired or separated participants receiving benefits2013-01-012,774
Total of all active and inactive participants2013-01-018,815
Number of employers contributing to the scheme2013-01-01405
2012: PIPE FITTERS WELFARE FUND, LOCAL 597 2012 401k membership
Total participants, beginning-of-year2012-01-018,834
Total number of active participants reported on line 7a of the Form 55002012-01-016,194
Number of retired or separated participants receiving benefits2012-01-012,697
Total of all active and inactive participants2012-01-018,891
Number of employers contributing to the scheme2012-01-01447
2011: PIPE FITTERS WELFARE FUND, LOCAL 597 2011 401k membership
Total participants, beginning-of-year2011-01-018,178
Total number of active participants reported on line 7a of the Form 55002011-01-016,141
Number of retired or separated participants receiving benefits2011-01-012,693
Total of all active and inactive participants2011-01-018,834
Number of employers contributing to the scheme2011-01-01489
2009: PIPE FITTERS WELFARE FUND, LOCAL 597 2009 401k membership
Total participants, beginning-of-year2009-01-018,677
Total number of active participants reported on line 7a of the Form 55002009-01-015,773
Number of retired or separated participants receiving benefits2009-01-012,460
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018,233
Number of employers contributing to the scheme2009-01-01404

Financial Data on PIPE FITTERS WELFARE FUND, LOCAL 597

Measure Date Value
2022 : PIPE FITTERS WELFARE FUND, LOCAL 597 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-14,300,994
Total unrealized appreciation/depreciation of assets2022-12-31$-14,300,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,674,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,703,598
Total income from all sources (including contributions)2022-12-31$129,544,321
Total loss/gain on sale of assets2022-12-31$-8,147,636
Total of all expenses incurred2022-12-31$180,144,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$176,274,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$147,160,254
Value of total assets at end of year2022-12-31$293,603,988
Value of total assets at beginning of year2022-12-31$345,233,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,869,680
Total interest from all sources2022-12-31$4,476,758
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$381,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$381,687
Administrative expenses professional fees incurred2022-12-31$713,463
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$14,199,917
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,577,123
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$16,904,996
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$9,501,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,366,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,998,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,339,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,927,440
Other income not declared elsewhere2022-12-31$19,803,013
Administrative expenses (other) incurred2022-12-31$2,770,540
Liabilities. Value of operating payables at end of year2022-12-31$478,564
Liabilities. Value of operating payables at beginning of year2022-12-31$575,258
Total non interest bearing cash at end of year2022-12-31$1,310,647
Total non interest bearing cash at beginning of year2022-12-31$1,546,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,599,923
Value of net assets at end of year (total assets less liabilities)2022-12-31$278,929,756
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$329,529,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$385,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,838,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,105,563
Interest earned on other investments2022-12-31$535,707
Income. Interest from US Government securities2022-12-31$577,839
Income. Interest from corporate debt instruments2022-12-31$3,245,633
Value of interest in common/collective trusts at end of year2022-12-31$82,505,130
Value of interest in common/collective trusts at beginning of year2022-12-31$109,343,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,815,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,739,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,739,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$117,579
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,242,736
Asset value of US Government securities at end of year2022-12-31$45,701,496
Asset value of US Government securities at beginning of year2022-12-31$43,833,849
Net investment gain or loss from common/collective trusts2022-12-31$-19,828,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$132,960,337
Employer contributions (assets) at end of year2022-12-31$11,222,122
Employer contributions (assets) at beginning of year2022-12-31$11,406,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$164,530,732
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$100,545,911
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$127,686,978
Liabilities. Value of benefit claims payable at end of year2022-12-31$12,856,300
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$13,200,900
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$3,721,199
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,667,653
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$307,633,513
Aggregate carrying amount (costs) on sale of assets2022-12-31$315,781,149
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : PIPE FITTERS WELFARE FUND, LOCAL 597 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,732,344
Total unrealized appreciation/depreciation of assets2021-12-31$-2,732,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,703,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,029,496
Total income from all sources (including contributions)2021-12-31$178,781,415
Total loss/gain on sale of assets2021-12-31$-2,046,021
Total of all expenses incurred2021-12-31$176,874,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$173,037,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$138,018,597
Value of total assets at end of year2021-12-31$345,233,277
Value of total assets at beginning of year2021-12-31$342,652,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,837,168
Total interest from all sources2021-12-31$4,270,367
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$364,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$364,991
Administrative expenses professional fees incurred2021-12-31$579,784
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,126,478
Assets. Other investments not covered elsewhere at end of year2021-12-31$16,904,996
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,410,978
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$7,981,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,998,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,762,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,927,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,539,306
Other income not declared elsewhere2021-12-31$16,065,767
Administrative expenses (other) incurred2021-12-31$2,841,349
Liabilities. Value of operating payables at end of year2021-12-31$575,258
Liabilities. Value of operating payables at beginning of year2021-12-31$404,290
Total non interest bearing cash at end of year2021-12-31$1,546,072
Total non interest bearing cash at beginning of year2021-12-31$29,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,907,096
Value of net assets at end of year (total assets less liabilities)2021-12-31$329,529,679
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$327,622,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$416,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,105,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,573,776
Interest earned on other investments2021-12-31$520,508
Income. Interest from US Government securities2021-12-31$492,217
Income. Interest from corporate debt instruments2021-12-31$3,256,734
Value of interest in common/collective trusts at end of year2021-12-31$109,343,810
Value of interest in common/collective trusts at beginning of year2021-12-31$110,184,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,739,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,226,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,226,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$908
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,083,254
Asset value of US Government securities at end of year2021-12-31$43,833,849
Asset value of US Government securities at beginning of year2021-12-31$53,271,165
Net investment gain or loss from common/collective trusts2021-12-31$24,840,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$122,892,119
Employer contributions (assets) at end of year2021-12-31$11,406,720
Employer contributions (assets) at beginning of year2021-12-31$10,060,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$162,972,874
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$127,686,978
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$116,957,517
Liabilities. Value of benefit claims payable at end of year2021-12-31$13,200,900
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,085,900
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,667,653
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$3,175,321
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$357,395,163
Aggregate carrying amount (costs) on sale of assets2021-12-31$359,441,184
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : PIPE FITTERS WELFARE FUND, LOCAL 597 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,827,392
Total unrealized appreciation/depreciation of assets2020-12-31$5,827,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,029,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,709,441
Total income from all sources (including contributions)2020-12-31$169,754,912
Total loss/gain on sale of assets2020-12-31$2,215,471
Total of all expenses incurred2020-12-31$162,777,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$159,043,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$118,120,646
Value of total assets at end of year2020-12-31$342,652,079
Value of total assets at beginning of year2020-12-31$334,355,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,734,569
Total interest from all sources2020-12-31$5,215,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$432,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$432,109
Administrative expenses professional fees incurred2020-12-31$689,802
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$1,896,707
Contributions received from participants2020-12-31$14,546,573
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,410,978
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$18,046,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$8,079,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,762,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,045,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,539,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,262,207
Other income not declared elsewhere2020-12-31$17,670,850
Administrative expenses (other) incurred2020-12-31$2,638,945
Liabilities. Value of operating payables at end of year2020-12-31$404,290
Liabilities. Value of operating payables at beginning of year2020-12-31$340,534
Total non interest bearing cash at end of year2020-12-31$29,051
Total non interest bearing cash at beginning of year2020-12-31$706,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,976,963
Value of net assets at end of year (total assets less liabilities)2020-12-31$327,622,583
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$320,645,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$405,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,573,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,840,311
Interest earned on other investments2020-12-31$586,819
Income. Interest from US Government securities2020-12-31$591,748
Income. Interest from corporate debt instruments2020-12-31$4,004,689
Value of interest in common/collective trusts at end of year2020-12-31$110,184,083
Value of interest in common/collective trusts at beginning of year2020-12-31$110,922,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,226,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,268,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,268,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$32,103
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,093,227
Asset value of US Government securities at end of year2020-12-31$53,271,165
Asset value of US Government securities at beginning of year2020-12-31$38,129,965
Net investment gain or loss from common/collective trusts2020-12-31$20,273,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$103,574,073
Employer contributions (assets) at end of year2020-12-31$10,060,956
Employer contributions (assets) at beginning of year2020-12-31$9,830,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$148,870,963
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$116,957,517
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$122,803,957
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,085,900
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$12,106,700
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$3,175,321
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$3,761,205
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$338,519,120
Aggregate carrying amount (costs) on sale of assets2020-12-31$336,303,649
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : PIPE FITTERS WELFARE FUND, LOCAL 597 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,792,711
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,792,711
Total unrealized appreciation/depreciation of assets2019-12-31$3,792,711
Total unrealized appreciation/depreciation of assets2019-12-31$3,792,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,709,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,709,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,100,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,100,519
Total income from all sources (including contributions)2019-12-31$184,574,689
Total income from all sources (including contributions)2019-12-31$184,574,689
Total loss/gain on sale of assets2019-12-31$4,066,924
Total loss/gain on sale of assets2019-12-31$4,066,924
Total of all expenses incurred2019-12-31$165,927,445
Total of all expenses incurred2019-12-31$165,927,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$161,920,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$161,920,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$130,505,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$130,505,888
Value of total assets at end of year2019-12-31$334,355,061
Value of total assets at end of year2019-12-31$334,355,061
Value of total assets at beginning of year2019-12-31$316,098,895
Value of total assets at beginning of year2019-12-31$316,098,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,007,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,007,254
Total interest from all sources2019-12-31$6,580,504
Total interest from all sources2019-12-31$6,580,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$227,788
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$227,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$227,788
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$227,788
Administrative expenses professional fees incurred2019-12-31$680,093
Administrative expenses professional fees incurred2019-12-31$680,093
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,320,784
Contributions received from participants2019-12-31$13,320,784
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,046,676
Assets. Other investments not covered elsewhere at end of year2019-12-31$18,046,676
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,422,277
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,422,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$7,661,720
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$7,661,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,045,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,520,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,520,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,262,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,262,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,210,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,210,146
Other income not declared elsewhere2019-12-31$11,786,741
Other income not declared elsewhere2019-12-31$11,786,741
Administrative expenses (other) incurred2019-12-31$2,915,529
Administrative expenses (other) incurred2019-12-31$2,915,529
Liabilities. Value of operating payables at end of year2019-12-31$340,534
Liabilities. Value of operating payables at end of year2019-12-31$340,534
Liabilities. Value of operating payables at beginning of year2019-12-31$405,173
Liabilities. Value of operating payables at beginning of year2019-12-31$405,173
Total non interest bearing cash at end of year2019-12-31$706,109
Total non interest bearing cash at end of year2019-12-31$706,109
Total non interest bearing cash at beginning of year2019-12-31$692,095
Total non interest bearing cash at beginning of year2019-12-31$692,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,647,244
Value of net income/loss2019-12-31$18,647,244
Value of net assets at end of year (total assets less liabilities)2019-12-31$320,645,620
Value of net assets at end of year (total assets less liabilities)2019-12-31$320,645,620
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$301,998,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$411,632
Investment advisory and management fees2019-12-31$411,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,840,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,840,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,850,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,850,567
Interest earned on other investments2019-12-31$693,549
Interest earned on other investments2019-12-31$693,549
Income. Interest from US Government securities2019-12-31$789,100
Income. Interest from US Government securities2019-12-31$789,100
Income. Interest from corporate debt instruments2019-12-31$4,957,471
Income. Interest from corporate debt instruments2019-12-31$4,957,471
Value of interest in common/collective trusts at end of year2019-12-31$110,922,260
Value of interest in common/collective trusts at end of year2019-12-31$110,922,260
Value of interest in common/collective trusts at beginning of year2019-12-31$91,319,638
Value of interest in common/collective trusts at beginning of year2019-12-31$91,319,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,268,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,268,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,986,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,986,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,986,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,986,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$140,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$140,384
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,076,684
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,076,684
Asset value of US Government securities at end of year2019-12-31$38,129,965
Asset value of US Government securities at end of year2019-12-31$38,129,965
Asset value of US Government securities at beginning of year2019-12-31$35,555,737
Asset value of US Government securities at beginning of year2019-12-31$35,555,737
Net investment gain or loss from common/collective trusts2019-12-31$27,614,133
Net investment gain or loss from common/collective trusts2019-12-31$27,614,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$117,185,104
Contributions received in cash from employer2019-12-31$117,185,104
Employer contributions (assets) at end of year2019-12-31$9,830,655
Employer contributions (assets) at end of year2019-12-31$9,830,655
Employer contributions (assets) at beginning of year2019-12-31$9,946,849
Employer contributions (assets) at beginning of year2019-12-31$9,946,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$152,181,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$152,181,787
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$122,803,957
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$122,803,957
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$139,449,768
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$139,449,768
Liabilities. Value of benefit claims payable at end of year2019-12-31$12,106,700
Liabilities. Value of benefit claims payable at end of year2019-12-31$12,106,700
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$12,485,200
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$12,485,200
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$3,761,205
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$3,761,205
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,354,904
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,354,904
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$446,048,881
Aggregate proceeds on sale of assets2019-12-31$446,048,881
Aggregate carrying amount (costs) on sale of assets2019-12-31$441,981,957
Aggregate carrying amount (costs) on sale of assets2019-12-31$441,981,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : PIPE FITTERS WELFARE FUND, LOCAL 597 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,494,623
Total unrealized appreciation/depreciation of assets2018-12-31$-1,494,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,100,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,478,645
Total income from all sources (including contributions)2018-12-31$138,981,770
Total loss/gain on sale of assets2018-12-31$-2,485,530
Total of all expenses incurred2018-12-31$155,261,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$151,593,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$128,913,377
Value of total assets at end of year2018-12-31$316,098,895
Value of total assets at beginning of year2018-12-31$330,756,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,667,699
Total interest from all sources2018-12-31$6,680,291
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$110,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$110,605
Administrative expenses professional fees incurred2018-12-31$490,775
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,093,828
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,422,277
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$18,930,418
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$6,953,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,520,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,553,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,210,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,558,757
Other income not declared elsewhere2018-12-31$11,687,021
Administrative expenses (other) incurred2018-12-31$2,766,624
Liabilities. Value of operating payables at end of year2018-12-31$405,173
Liabilities. Value of operating payables at beginning of year2018-12-31$680,088
Total non interest bearing cash at end of year2018-12-31$692,095
Total non interest bearing cash at beginning of year2018-12-31$200,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,279,892
Value of net assets at end of year (total assets less liabilities)2018-12-31$301,998,376
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$318,278,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$410,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,850,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,002,977
Interest earned on other investments2018-12-31$685,812
Income. Interest from US Government securities2018-12-31$726,073
Income. Interest from corporate debt instruments2018-12-31$5,143,160
Value of interest in common/collective trusts at end of year2018-12-31$91,319,638
Value of interest in common/collective trusts at beginning of year2018-12-31$115,261,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,986,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,252,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,252,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$125,246
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,025,312
Asset value of US Government securities at end of year2018-12-31$35,555,737
Asset value of US Government securities at beginning of year2018-12-31$29,563,036
Net investment gain or loss from common/collective trusts2018-12-31$-4,429,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$115,819,549
Employer contributions (assets) at end of year2018-12-31$9,946,849
Employer contributions (assets) at beginning of year2018-12-31$10,358,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$143,615,518
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$139,449,768
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$134,351,295
Liabilities. Value of benefit claims payable at end of year2018-12-31$12,485,200
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$10,239,800
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$4,354,904
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$4,281,708
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$414,341,992
Aggregate carrying amount (costs) on sale of assets2018-12-31$416,827,522
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : PIPE FITTERS WELFARE FUND, LOCAL 597 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-599,983
Total unrealized appreciation/depreciation of assets2017-12-31$-599,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,478,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,774,292
Total income from all sources (including contributions)2017-12-31$162,868,567
Total loss/gain on sale of assets2017-12-31$453,940
Total of all expenses incurred2017-12-31$147,334,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$143,696,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$123,397,911
Value of total assets at end of year2017-12-31$330,756,913
Value of total assets at beginning of year2017-12-31$315,518,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,638,566
Total interest from all sources2017-12-31$6,221,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$581,194
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,899,239
Assets. Other investments not covered elsewhere at end of year2017-12-31$18,930,418
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$16,078,848
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$6,154,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,553,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,747,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,558,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,436,279
Other income not declared elsewhere2017-12-31$11,966,737
Administrative expenses (other) incurred2017-12-31$2,652,205
Liabilities. Value of operating payables at end of year2017-12-31$680,088
Liabilities. Value of operating payables at beginning of year2017-12-31$333,713
Total non interest bearing cash at end of year2017-12-31$200,895
Total non interest bearing cash at beginning of year2017-12-31$565,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,533,719
Value of net assets at end of year (total assets less liabilities)2017-12-31$318,278,268
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$302,744,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$405,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,002,977
Interest earned on other investments2017-12-31$752,049
Income. Interest from US Government securities2017-12-31$627,002
Income. Interest from corporate debt instruments2017-12-31$4,790,057
Value of interest in common/collective trusts at end of year2017-12-31$115,261,884
Value of interest in common/collective trusts at beginning of year2017-12-31$104,446,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,252,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,986,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,986,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$52,611
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$992,428
Asset value of US Government securities at end of year2017-12-31$29,563,036
Asset value of US Government securities at beginning of year2017-12-31$30,684,182
Net investment gain or loss from common/collective trusts2017-12-31$21,428,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$111,498,672
Employer contributions (assets) at end of year2017-12-31$10,358,927
Employer contributions (assets) at beginning of year2017-12-31$9,101,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$136,549,315
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$134,351,295
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$134,435,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$10,239,800
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$11,004,300
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$4,281,708
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$3,472,029
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$485,052,963
Aggregate carrying amount (costs) on sale of assets2017-12-31$484,599,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : PIPE FITTERS WELFARE FUND, LOCAL 597 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,362,681
Total unrealized appreciation/depreciation of assets2016-12-31$-2,362,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,774,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,602,711
Total income from all sources (including contributions)2016-12-31$148,294,815
Total loss/gain on sale of assets2016-12-31$1,826,989
Total of all expenses incurred2016-12-31$142,587,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$139,375,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$118,518,255
Value of total assets at end of year2016-12-31$315,518,841
Value of total assets at beginning of year2016-12-31$311,640,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,211,880
Total interest from all sources2016-12-31$5,984,849
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$42,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$501,566
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,350,175
Assets. Other investments not covered elsewhere at end of year2016-12-31$16,078,848
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$12,154,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$5,611,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,747,733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,172,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,436,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,608,101
Other income not declared elsewhere2016-12-31$10,620,272
Administrative expenses (other) incurred2016-12-31$2,304,362
Liabilities. Value of operating payables at end of year2016-12-31$333,713
Liabilities. Value of operating payables at beginning of year2016-12-31$961,610
Total non interest bearing cash at end of year2016-12-31$565,852
Total non interest bearing cash at beginning of year2016-12-31$2,172,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,707,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$302,744,549
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$297,037,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$405,952
Interest earned on other investments2016-12-31$635,326
Income. Interest from US Government securities2016-12-31$549,428
Income. Interest from corporate debt instruments2016-12-31$4,791,192
Value of interest in common/collective trusts at end of year2016-12-31$104,446,584
Value of interest in common/collective trusts at beginning of year2016-12-31$101,445,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,986,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,571,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,571,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,903
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$964,201
Asset value of US Government securities at end of year2016-12-31$30,684,182
Asset value of US Government securities at beginning of year2016-12-31$28,077,886
Net investment gain or loss from common/collective trusts2016-12-31$13,664,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$107,168,080
Employer contributions (assets) at end of year2016-12-31$9,101,369
Employer contributions (assets) at beginning of year2016-12-31$10,158,973
Income. Dividends from common stock2016-12-31$42,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$132,799,771
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$134,435,699
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$140,264,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$8,067
Liabilities. Value of benefit claims payable at end of year2016-12-31$11,004,300
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$11,033,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$3,472,029
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$613,848
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$607,260,238
Aggregate carrying amount (costs) on sale of assets2016-12-31$605,433,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : PIPE FITTERS WELFARE FUND, LOCAL 597 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,218,816
Total unrealized appreciation/depreciation of assets2015-12-31$-2,218,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,602,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,346,905
Total income from all sources (including contributions)2015-12-31$131,815,817
Total loss/gain on sale of assets2015-12-31$18,354
Total of all expenses incurred2015-12-31$138,740,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$135,644,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$117,493,970
Value of total assets at end of year2015-12-31$311,640,217
Value of total assets at beginning of year2015-12-31$317,308,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,095,281
Total interest from all sources2015-12-31$5,959,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$573,931
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,296,239
Assets. Other investments not covered elsewhere at end of year2015-12-31$12,154,231
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,021,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$4,705,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,172,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,107,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,608,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,926,559
Other income not declared elsewhere2015-12-31$8,990,487
Administrative expenses (other) incurred2015-12-31$2,109,655
Liabilities. Value of operating payables at end of year2015-12-31$961,610
Liabilities. Value of operating payables at beginning of year2015-12-31$1,430,946
Total non interest bearing cash at end of year2015-12-31$2,172,823
Total non interest bearing cash at beginning of year2015-12-31$51,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,924,320
Value of net assets at end of year (total assets less liabilities)2015-12-31$297,037,506
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$303,961,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$411,695
Interest earned on other investments2015-12-31$561,886
Income. Interest from US Government securities2015-12-31$462,126
Income. Interest from corporate debt instruments2015-12-31$4,926,285
Value of interest in common/collective trusts at end of year2015-12-31$101,445,898
Value of interest in common/collective trusts at beginning of year2015-12-31$105,886,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,571,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,738,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,738,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,259
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$951,532
Asset value of US Government securities at end of year2015-12-31$28,077,886
Asset value of US Government securities at beginning of year2015-12-31$25,419,912
Net investment gain or loss from common/collective trusts2015-12-31$1,572,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$106,197,731
Employer contributions (assets) at end of year2015-12-31$10,158,973
Employer contributions (assets) at beginning of year2015-12-31$9,354,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$129,988,215
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$140,264,214
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$144,640,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$8,067
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,635
Liabilities. Value of benefit claims payable at end of year2015-12-31$11,033,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$9,989,400
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$613,848
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$80,593
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$477,103,930
Aggregate carrying amount (costs) on sale of assets2015-12-31$477,085,576
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : PIPE FITTERS WELFARE FUND, LOCAL 597 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$99,685
Total unrealized appreciation/depreciation of assets2014-12-31$99,685
Total transfer of assets from this plan2014-12-31$924,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,346,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,588,269
Total income from all sources (including contributions)2014-12-31$140,431,539
Total loss/gain on sale of assets2014-12-31$2,216,767
Total of all expenses incurred2014-12-31$134,243,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$129,958,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$111,043,225
Value of total assets at end of year2014-12-31$317,308,731
Value of total assets at beginning of year2014-12-31$314,286,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,284,688
Total interest from all sources2014-12-31$5,668,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$635,585
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,265,538
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,021,044
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,867,580
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$4,562,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,107,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,177,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,926,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$261,965
Other income not declared elsewhere2014-12-31$7,587,291
Administrative expenses (other) incurred2014-12-31$3,243,136
Liabilities. Value of operating payables at end of year2014-12-31$1,430,946
Liabilities. Value of operating payables at beginning of year2014-12-31$1,241,116
Total non interest bearing cash at end of year2014-12-31$51,357
Total non interest bearing cash at beginning of year2014-12-31$493,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,188,002
Value of net assets at end of year (total assets less liabilities)2014-12-31$303,961,826
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$298,698,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$405,967
Interest earned on other investments2014-12-31$424,871
Income. Interest from US Government securities2014-12-31$437,780
Income. Interest from corporate debt instruments2014-12-31$4,792,488
Value of interest in common/collective trusts at end of year2014-12-31$105,886,516
Value of interest in common/collective trusts at beginning of year2014-12-31$95,184,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,738,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$17,600,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$17,600,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13,791
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$938,716
Asset value of US Government securities at end of year2014-12-31$25,419,912
Asset value of US Government securities at beginning of year2014-12-31$29,258,302
Net investment gain or loss from common/collective trusts2014-12-31$13,815,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$100,777,687
Employer contributions (assets) at end of year2014-12-31$9,354,927
Employer contributions (assets) at beginning of year2014-12-31$10,644,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$124,458,072
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$144,640,597
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$146,967,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,635
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,999
Liabilities. Value of benefit claims payable at end of year2014-12-31$9,989,400
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$14,085,188
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$80,593
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$88,867
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$583,898,927
Aggregate carrying amount (costs) on sale of assets2014-12-31$581,682,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : PIPE FITTERS WELFARE FUND, LOCAL 597 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-7,454,818
Total unrealized appreciation/depreciation of assets2013-12-31$-7,454,818
Total transfer of assets to this plan2013-12-31$38,671,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,588,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,896,878
Total income from all sources (including contributions)2013-12-31$146,055,329
Total loss/gain on sale of assets2013-12-31$3,122,345
Total of all expenses incurred2013-12-31$120,276,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$117,385,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$111,148,832
Value of total assets at end of year2013-12-31$314,286,659
Value of total assets at beginning of year2013-12-31$249,144,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,890,577
Total interest from all sources2013-12-31$4,699,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$523,370
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,846,708
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,867,580
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,740,574
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$3,751,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,177,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,493,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$261,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$243,368
Other income not declared elsewhere2013-12-31$8,841,042
Administrative expenses (other) incurred2013-12-31$2,033,618
Liabilities. Value of operating payables at end of year2013-12-31$1,241,116
Liabilities. Value of operating payables at beginning of year2013-12-31$4,650,510
Total non interest bearing cash at end of year2013-12-31$493,923
Total non interest bearing cash at beginning of year2013-12-31$-795,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$25,779,302
Value of net assets at end of year (total assets less liabilities)2013-12-31$298,698,390
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$234,247,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$333,589
Interest earned on other investments2013-12-31$271,902
Income. Interest from US Government securities2013-12-31$220,566
Income. Interest from corporate debt instruments2013-12-31$4,171,181
Value of interest in common/collective trusts at end of year2013-12-31$95,184,753
Value of interest in common/collective trusts at beginning of year2013-12-31$83,999,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,600,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,272,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,272,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$35,794
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$864,763
Asset value of US Government securities at end of year2013-12-31$29,258,302
Asset value of US Government securities at beginning of year2013-12-31$25,647,333
Net investment gain or loss from common/collective trusts2013-12-31$25,698,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$103,302,124
Employer contributions (assets) at end of year2013-12-31$10,644,179
Employer contributions (assets) at beginning of year2013-12-31$12,543,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$112,769,006
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$146,967,250
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$107,127,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,999
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,132
Liabilities. Value of benefit claims payable at end of year2013-12-31$14,085,188
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$10,003,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$88,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$112,802
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$553,280,425
Aggregate carrying amount (costs) on sale of assets2013-12-31$550,158,080
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : PIPE FITTERS WELFARE FUND, LOCAL 597 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,071,142
Total unrealized appreciation/depreciation of assets2012-12-31$1,071,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,896,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,694,425
Total income from all sources (including contributions)2012-12-31$133,620,369
Total loss/gain on sale of assets2012-12-31$723,412
Total of all expenses incurred2012-12-31$109,863,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$107,154,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$114,471,009
Value of total assets at end of year2012-12-31$249,144,472
Value of total assets at beginning of year2012-12-31$226,185,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,709,356
Total interest from all sources2012-12-31$3,311,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$462,932
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,159,551
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,740,574
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,566,262
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4,141,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,493,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,943,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$243,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,144,720
Other income not declared elsewhere2012-12-31$2,170,585
Administrative expenses (other) incurred2012-12-31$1,944,176
Liabilities. Value of operating payables at end of year2012-12-31$4,650,510
Liabilities. Value of operating payables at beginning of year2012-12-31$2,632,405
Total non interest bearing cash at end of year2012-12-31$-795,028
Total non interest bearing cash at beginning of year2012-12-31$-149,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$23,756,673
Value of net assets at end of year (total assets less liabilities)2012-12-31$234,247,594
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$210,490,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$302,248
Interest earned on other investments2012-12-31$228,209
Income. Interest from US Government securities2012-12-31$541,311
Income. Interest from corporate debt instruments2012-12-31$2,497,744
Value of interest in common/collective trusts at end of year2012-12-31$83,999,551
Value of interest in common/collective trusts at beginning of year2012-12-31$74,639,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,272,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,961,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,961,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$44,308
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$859,758
Asset value of US Government securities at end of year2012-12-31$25,647,333
Asset value of US Government securities at beginning of year2012-12-31$39,576,021
Net investment gain or loss from common/collective trusts2012-12-31$11,872,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$106,311,458
Employer contributions (assets) at end of year2012-12-31$12,543,587
Employer contributions (assets) at beginning of year2012-12-31$10,736,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$102,153,248
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$107,127,674
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$75,780,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,132
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,703
Liabilities. Value of benefit claims payable at end of year2012-12-31$10,003,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$9,917,300
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$112,802
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$129,207
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,528,990,183
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,528,266,771
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : PIPE FITTERS WELFARE FUND, LOCAL 597 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-585,056
Total unrealized appreciation/depreciation of assets2011-12-31$-585,056
Total transfer of assets to this plan2011-12-31$7,354,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,694,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,157,479
Total income from all sources (including contributions)2011-12-31$113,230,122
Total loss/gain on sale of assets2011-12-31$27,995
Total of all expenses incurred2011-12-31$102,278,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$99,494,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$106,754,972
Value of total assets at end of year2011-12-31$226,185,346
Value of total assets at beginning of year2011-12-31$201,341,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,784,137
Total interest from all sources2011-12-31$3,154,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$593,232
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,922,239
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,566,262
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,323,761
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$4,076,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,943,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,540,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,144,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$902,771
Other income not declared elsewhere2011-12-31$2,270,231
Administrative expenses (other) incurred2011-12-31$1,881,510
Liabilities. Value of operating payables at end of year2011-12-31$2,632,405
Liabilities. Value of operating payables at beginning of year2011-12-31$372,008
Total non interest bearing cash at end of year2011-12-31$-149,770
Total non interest bearing cash at beginning of year2011-12-31$-169,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,951,876
Value of net assets at end of year (total assets less liabilities)2011-12-31$210,490,921
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$192,184,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$275,483
Interest earned on other investments2011-12-31$100,595
Income. Interest from US Government securities2011-12-31$892,692
Income. Interest from corporate debt instruments2011-12-31$2,055,743
Value of interest in common/collective trusts at end of year2011-12-31$74,639,388
Value of interest in common/collective trusts at beginning of year2011-12-31$67,542,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,961,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,310,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,310,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$105,450
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$844,170
Asset value of US Government securities at end of year2011-12-31$39,576,021
Asset value of US Government securities at beginning of year2011-12-31$40,514,757
Net investment gain or loss from common/collective trusts2011-12-31$1,607,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$98,832,733
Employer contributions (assets) at end of year2011-12-31$10,736,848
Employer contributions (assets) at beginning of year2011-12-31$8,609,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$94,573,742
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$75,780,010
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$64,499,280
Contract administrator fees2011-12-31$33,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,703
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,006
Liabilities. Value of benefit claims payable at end of year2011-12-31$9,917,300
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,882,700
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$129,207
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$166,558
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$352,311,599
Aggregate carrying amount (costs) on sale of assets2011-12-31$352,283,604
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : PIPE FITTERS WELFARE FUND, LOCAL 597 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,351,111
Total unrealized appreciation/depreciation of assets2010-12-31$1,351,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,157,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,053,950
Total income from all sources (including contributions)2010-12-31$108,217,936
Total loss/gain on sale of assets2010-12-31$1,318,074
Total of all expenses incurred2010-12-31$90,950,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$88,384,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$89,890,715
Value of total assets at end of year2010-12-31$201,341,585
Value of total assets at beginning of year2010-12-31$184,970,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,565,470
Total interest from all sources2010-12-31$3,605,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$544,324
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,528,016
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,323,761
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,478,566
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$3,909,823
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,540,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,319,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$902,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$308,238
Other income not declared elsewhere2010-12-31$3,163,987
Administrative expenses (other) incurred2010-12-31$1,768,962
Liabilities. Value of operating payables at end of year2010-12-31$372,008
Liabilities. Value of operating payables at beginning of year2010-12-31$441,912
Total non interest bearing cash at end of year2010-12-31$-169,386
Total non interest bearing cash at beginning of year2010-12-31$5,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,267,891
Value of net assets at end of year (total assets less liabilities)2010-12-31$192,184,106
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$174,916,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$252,184
Interest earned on other investments2010-12-31$95,337
Income. Interest from US Government securities2010-12-31$910,857
Income. Interest from corporate debt instruments2010-12-31$2,524,512
Value of interest in common/collective trusts at end of year2010-12-31$67,542,786
Value of interest in common/collective trusts at beginning of year2010-12-31$58,663,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,310,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,919,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,919,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$74,746
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$393,020
Asset value of US Government securities at end of year2010-12-31$40,514,757
Asset value of US Government securities at beginning of year2010-12-31$39,087,555
Net investment gain or loss from common/collective trusts2010-12-31$8,888,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$83,362,699
Employer contributions (assets) at end of year2010-12-31$8,609,508
Employer contributions (assets) at beginning of year2010-12-31$7,899,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$84,081,732
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$64,499,280
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$67,365,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,006
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,492
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,882,700
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$9,303,800
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$166,558
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$230,289
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$278,669,513
Aggregate carrying amount (costs) on sale of assets2010-12-31$277,351,439
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for PIPE FITTERS WELFARE FUND, LOCAL 597

2022: PIPE FITTERS WELFARE FUND, LOCAL 597 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PIPE FITTERS WELFARE FUND, LOCAL 597 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PIPE FITTERS WELFARE FUND, LOCAL 597 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PIPE FITTERS WELFARE FUND, LOCAL 597 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PIPE FITTERS WELFARE FUND, LOCAL 597 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PIPE FITTERS WELFARE FUND, LOCAL 597 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PIPE FITTERS WELFARE FUND, LOCAL 597 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PIPE FITTERS WELFARE FUND, LOCAL 597 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PIPE FITTERS WELFARE FUND, LOCAL 597 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PIPE FITTERS WELFARE FUND, LOCAL 597 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PIPE FITTERS WELFARE FUND, LOCAL 597 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PIPE FITTERS WELFARE FUND, LOCAL 597 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PIPE FITTERS WELFARE FUND, LOCAL 597 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-000628-0
Policy instance 2
Insurance contract or identification number47-MSL-000628-0
Number of Individuals Covered110
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $147,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9498
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 $2,095,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9252
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,083,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9337
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,093,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9573
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,076,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9442
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,025,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9410
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $992,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9457
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $951,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered9364
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $938,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered8821
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $719
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 $864,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees719
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSEGAL COMPANY CHICAGO
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered8914
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $859,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered8751
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $844,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019009
Policy instance 1
Insurance contract or identification numberF019009
Number of Individuals Covered8064
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $393,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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