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PLUMBERS' PENSION FUND, LOCAL 130, U.A. 401k Plan overview

Plan NamePLUMBERS' PENSION FUND, LOCAL 130, U.A.
Plan identification number 001

PLUMBERS' PENSION FUND, LOCAL 130, U.A. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A. has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.
Employer identification number (EIN):366489579
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS' PENSION FUND, LOCAL 130, U.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01JAMES COYNE2019-03-14
0012016-06-01JAMES COYNE MICHAEL KERRIGAN2018-03-14
0012015-06-01JAMES COYNE MICHAEL KERRIGAN2017-03-03
0012014-06-01JAMES COYNE LORI ABBOTT2016-02-18
0012013-06-01JAMES COYNE LORI ABBOTT2015-03-16
0012012-06-01JAMES F. COYNE (UNION TRUSTEE) JAMES P. SMITH (EMPLOYER TRUSTEE)2014-07-09
0012011-06-01JAMES F COYNE UNION TRUSTEE JAMES P SMITH EMPLOYER TRUSTEE2014-07-09
0012010-06-01JAMES COYNE2014-07-08
0012009-06-01JAMES T SULLIVAN UNION TRUSTEE JAMES P SMITH EMPLOYER TRUSTEE2011-03-10

Plan Statistics for PLUMBERS' PENSION FUND, LOCAL 130, U.A.

401k plan membership statisitcs for PLUMBERS' PENSION FUND, LOCAL 130, U.A.

Measure Date Value
2023: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2023 401k membership
Current value of assets2023-05-311,486,927,950
Acturial value of assets for funding standard account2023-05-311,498,223,343
Accrued liability for plan using immediate gains methods2023-05-311,450,696,555
Accrued liability under unit credit cost method2023-05-311,450,696,555
RPA 94 current liability2023-05-313,035,038,891
Expected increase in current liability due to benefits accruing during the plan year2023-05-3183,010,300
Expected release from RPA 94 current liability for plan year2023-05-3185,128,308
Expected plan disbursements for the plan year2023-05-3187,128,308
Current value of assets2023-05-311,486,927,950
Number of retired participants and beneficiaries receiving payment2023-05-313,634
Current liability for retired participants and beneficiaries receiving payment2023-05-311,148,027,616
Number of terminated vested participants2023-05-312,731
Current liability for terminated vested participants2023-05-31713,549,052
Current liability for active participants non vested benefits2023-05-3163,242,043
Current liability for active participants vested benefits2023-05-311,110,220,180
Total number of active articipats2023-05-312,860
Current liability for active participants2023-05-311,173,462,223
Total participant count with liabilities2023-05-319,225
Total current liabilitoes for participants with libailities2023-05-313,035,038,891
Total employer contributions in plan year2023-05-3166,647,415
Total employee contributions in plan year2023-05-310
Prior year funding deficiency2023-05-310
Employer’s normal cost for plan year as of valuation date2023-05-3127,608,168
Prior year credit balance2023-05-31294,710,217
Amortization credits as of valuation date2023-05-3122,070,061
2022: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2022 401k membership
Total participants, beginning-of-year2022-06-018,692
Total number of active participants reported on line 7a of the Form 55002022-06-013,000
Number of retired or separated participants receiving benefits2022-06-012,588
Number of other retired or separated participants entitled to future benefits2022-06-012,631
Total of all active and inactive participants2022-06-018,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-011,086
Total participants2022-06-019,305
Number of employers contributing to the scheme2022-06-01353
Current value of assets2022-05-311,432,903,569
Acturial value of assets for funding standard account2022-05-311,312,735,826
Accrued liability for plan using immediate gains methods2022-05-311,338,888,116
Accrued liability under unit credit cost method2022-05-311,338,888,116
RPA 94 current liability2022-05-312,800,811,570
Expected increase in current liability due to benefits accruing during the plan year2022-05-3170,641,813
Expected release from RPA 94 current liability for plan year2022-05-3176,713,451
Expected plan disbursements for the plan year2022-05-3178,713,451
Current value of assets2022-05-311,432,903,569
Number of retired participants and beneficiaries receiving payment2022-05-313,295
Current liability for retired participants and beneficiaries receiving payment2022-05-311,025,619,093
Number of terminated vested participants2022-05-312,800
Current liability for terminated vested participants2022-05-31734,204,526
Current liability for active participants non vested benefits2022-05-3157,682,109
Current liability for active participants vested benefits2022-05-31983,305,842
Total number of active articipats2022-05-312,691
Current liability for active participants2022-05-311,040,987,951
Total participant count with liabilities2022-05-318,786
Total current liabilitoes for participants with libailities2022-05-312,800,811,570
Total employer contributions in plan year2022-05-3157,073,546
Total employee contributions in plan year2022-05-310
Prior year funding deficiency2022-05-310
Employer’s normal cost for plan year as of valuation date2022-05-3123,844,579
Prior year credit balance2022-05-31253,984,954
Amortization credits as of valuation date2022-05-3118,599,720
2021: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2021 401k membership
Total participants, beginning-of-year2021-06-018,786
Total number of active participants reported on line 7a of the Form 55002021-06-012,682
Number of retired or separated participants receiving benefits2021-06-012,338
Number of other retired or separated participants entitled to future benefits2021-06-012,661
Total of all active and inactive participants2021-06-017,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-011,011
Total participants2021-06-018,692
Number of employers contributing to the scheme2021-06-01334
Current value of assets2021-05-311,171,915,569
Acturial value of assets for funding standard account2021-05-311,219,424,556
Accrued liability for plan using immediate gains methods2021-05-311,308,996,683
Accrued liability under unit credit cost method2021-05-311,308,996,683
RPA 94 current liability2021-05-312,582,812,269
Expected increase in current liability due to benefits accruing during the plan year2021-05-3167,142,037
Expected release from RPA 94 current liability for plan year2021-05-3173,801,086
Expected plan disbursements for the plan year2021-05-3175,801,086
Current value of assets2021-05-311,171,915,569
Number of retired participants and beneficiaries receiving payment2021-05-313,252
Current liability for retired participants and beneficiaries receiving payment2021-05-31962,329,747
Number of terminated vested participants2021-05-312,671
Current liability for terminated vested participants2021-05-31616,198,160
Current liability for active participants non vested benefits2021-05-3159,778,830
Current liability for active participants vested benefits2021-05-31944,505,532
Total number of active articipats2021-05-313,048
Current liability for active participants2021-05-311,004,284,362
Total participant count with liabilities2021-05-318,971
Total current liabilitoes for participants with libailities2021-05-312,582,812,269
Total employer contributions in plan year2021-05-3153,662,438
Total employee contributions in plan year2021-05-310
Prior year funding deficiency2021-05-310
Employer’s normal cost for plan year as of valuation date2021-05-3124,988,240
Prior year credit balance2021-05-31261,223,520
Amortization credits as of valuation date2021-05-3114,415,462
2020: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2020 401k membership
Total participants, beginning-of-year2020-06-018,971
Total number of active participants reported on line 7a of the Form 55002020-06-012,691
Number of retired or separated participants receiving benefits2020-06-012,307
Number of other retired or separated participants entitled to future benefits2020-06-012,806
Total of all active and inactive participants2020-06-017,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-01982
Total participants2020-06-018,786
Number of employers contributing to the scheme2020-06-01330
Current value of assets2020-05-311,127,523,931
Acturial value of assets for funding standard account2020-05-311,172,906,000
Accrued liability for plan using immediate gains methods2020-05-311,276,099,288
Accrued liability under unit credit cost method2020-05-311,276,099,288
RPA 94 current liability2020-05-312,383,032,492
Expected increase in current liability due to benefits accruing during the plan year2020-05-3165,406,512
Expected release from RPA 94 current liability for plan year2020-05-3170,735,190
Expected plan disbursements for the plan year2020-05-3172,735,190
Current value of assets2020-05-311,127,523,931
Number of retired participants and beneficiaries receiving payment2020-05-313,239
Current liability for retired participants and beneficiaries receiving payment2020-05-31903,502,763
Number of terminated vested participants2020-05-312,594
Current liability for terminated vested participants2020-05-31550,580,794
Current liability for active participants non vested benefits2020-05-3160,975,309
Current liability for active participants vested benefits2020-05-31867,973,626
Total number of active articipats2020-05-313,186
Current liability for active participants2020-05-31928,948,935
Total participant count with liabilities2020-05-319,019
Total current liabilitoes for participants with libailities2020-05-312,383,032,492
Total employer contributions in plan year2020-05-3162,434,427
Total employee contributions in plan year2020-05-310
Prior year funding deficiency2020-05-310
Employer’s normal cost for plan year as of valuation date2020-05-3126,778,417
Prior year credit balance2020-05-31261,551,520
Amortization credits as of valuation date2020-05-3114,606,225
2019: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2019 401k membership
Total participants, beginning-of-year2019-06-019,019
Total number of active participants reported on line 7a of the Form 55002019-06-013,048
Number of retired or separated participants receiving benefits2019-06-012,285
Number of other retired or separated participants entitled to future benefits2019-06-012,673
Total of all active and inactive participants2019-06-018,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-01965
Total participants2019-06-018,971
Number of employers contributing to the scheme2019-06-01350
Current value of assets2019-05-311,119,878,886
Acturial value of assets for funding standard account2019-05-311,120,644,140
Accrued liability for plan using immediate gains methods2019-05-311,216,163,547
Accrued liability under unit credit cost method2019-05-311,216,163,547
RPA 94 current liability2019-05-312,314,678,019
Expected increase in current liability due to benefits accruing during the plan year2019-05-3162,798,103
Expected release from RPA 94 current liability for plan year2019-05-3167,867,971
Expected plan disbursements for the plan year2019-05-3169,867,971
Current value of assets2019-05-311,119,878,886
Number of retired participants and beneficiaries receiving payment2019-05-313,221
Current liability for retired participants and beneficiaries receiving payment2019-05-31892,462,768
Number of terminated vested participants2019-05-312,735
Current liability for terminated vested participants2019-05-31547,587,116
Current liability for active participants non vested benefits2019-05-3151,175,247
Current liability for active participants vested benefits2019-05-31823,452,888
Total number of active articipats2019-05-313,084
Current liability for active participants2019-05-31874,628,135
Total participant count with liabilities2019-05-319,040
Total current liabilitoes for participants with libailities2019-05-312,314,678,019
Total employer contributions in plan year2019-05-3168,127,948
Total employee contributions in plan year2019-05-310
Prior year funding deficiency2019-05-310
Employer’s normal cost for plan year as of valuation date2019-05-3125,007,765
Prior year credit balance2019-05-31249,954,753
Amortization credits as of valuation date2019-05-3122,403,173
2018: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2018 401k membership
Total participants, beginning-of-year2018-06-019,040
Total number of active participants reported on line 7a of the Form 55002018-06-013,186
Number of retired or separated participants receiving benefits2018-06-012,253
Number of other retired or separated participants entitled to future benefits2018-06-012,589
Total of all active and inactive participants2018-06-018,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-01991
Total participants2018-06-019,019
Number of employers contributing to the scheme2018-06-01355
Current value of assets2018-05-311,038,662,130
Acturial value of assets for funding standard account2018-05-311,058,787,541
Accrued liability for plan using immediate gains methods2018-05-311,163,028,676
Accrued liability under unit credit cost method2018-05-311,163,028,676
RPA 94 current liability2018-05-312,088,856,957
Expected increase in current liability due to benefits accruing during the plan year2018-05-3151,027,299
Expected release from RPA 94 current liability for plan year2018-05-3165,535,596
Expected plan disbursements for the plan year2018-05-3167,535,596
Current value of assets2018-05-311,038,662,130
Number of retired participants and beneficiaries receiving payment2018-05-313,178
Current liability for retired participants and beneficiaries receiving payment2018-05-31796,933,946
Number of terminated vested participants2018-05-312,843
Current liability for terminated vested participants2018-05-31513,156,630
Current liability for active participants non vested benefits2018-05-3150,821,496
Current liability for active participants vested benefits2018-05-31727,944,885
Total number of active articipats2018-05-313,033
Current liability for active participants2018-05-31778,766,381
Total participant count with liabilities2018-05-319,054
Total current liabilitoes for participants with libailities2018-05-312,088,856,957
Total employer contributions in plan year2018-05-3162,608,362
Total employee contributions in plan year2018-05-310
Prior year funding deficiency2018-05-310
Employer’s normal cost for plan year as of valuation date2018-05-3122,209,239
Prior year credit balance2018-05-31236,713,809
Amortization credits as of valuation date2018-05-3122,506,523
2017: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2017 401k membership
Total participants, beginning-of-year2017-06-019,026
Total number of active participants reported on line 7a of the Form 55002017-06-013,084
Number of retired or separated participants receiving benefits2017-06-012,228
Number of other retired or separated participants entitled to future benefits2017-06-012,735
Total of all active and inactive participants2017-06-018,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-01993
Total participants2017-06-019,040
Number of employers contributing to the scheme2017-06-01346
Current value of assets2017-05-31925,402,224
Acturial value of assets for funding standard account2017-05-31993,433,217
Accrued liability for plan using immediate gains methods2017-05-311,078,066,512
Accrued liability under unit credit cost method2017-05-311,078,066,512
RPA 94 current liability2017-05-311,953,324,435
Expected increase in current liability due to benefits accruing during the plan year2017-05-3147,287,303
Expected release from RPA 94 current liability for plan year2017-05-3164,022,601
Expected plan disbursements for the plan year2017-05-3164,892,397
Current value of assets2017-05-31925,402,224
Number of retired participants and beneficiaries receiving payment2017-05-313,269
Current liability for retired participants and beneficiaries receiving payment2017-05-31773,371,262
Number of terminated vested participants2017-05-313,201
Current liability for terminated vested participants2017-05-31489,434,200
Current liability for active participants non vested benefits2017-05-3131,431,601
Current liability for active participants vested benefits2017-05-31659,087,372
Total number of active articipats2017-05-312,899
Current liability for active participants2017-05-31690,518,973
Total participant count with liabilities2017-05-319,369
Total current liabilitoes for participants with libailities2017-05-311,953,324,435
Total employer contributions in plan year2017-05-3157,925,622
Total employee contributions in plan year2017-05-310
Prior year funding deficiency2017-05-310
Employer’s normal cost for plan year as of valuation date2017-05-3120,286,998
Prior year credit balance2017-05-31222,702,673
Amortization credits as of valuation date2017-05-3122,521,864
2016: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2016 401k membership
Total participants, beginning-of-year2016-06-019,369
Total number of active participants reported on line 7a of the Form 55002016-06-013,030
Number of retired or separated participants receiving benefits2016-06-012,167
Number of other retired or separated participants entitled to future benefits2016-06-012,841
Total of all active and inactive participants2016-06-018,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-01988
Total participants2016-06-019,026
Number of employers contributing to the scheme2016-06-01348
Current value of assets2016-05-31946,008,121
Acturial value of assets for funding standard account2016-05-31953,906,536
Accrued liability for plan using immediate gains methods2016-05-311,077,384,892
Accrued liability under unit credit cost method2016-05-311,077,384,892
RPA 94 current liability2016-05-311,940,489,313
Expected increase in current liability due to benefits accruing during the plan year2016-05-3140,357,740
Expected release from RPA 94 current liability for plan year2016-05-3160,033,918
Expected plan disbursements for the plan year2016-05-3163,329,280
Current value of assets2016-05-31946,008,121
Number of retired participants and beneficiaries receiving payment2016-05-313,258
Current liability for retired participants and beneficiaries receiving payment2016-05-31746,975,937
Number of terminated vested participants2016-05-313,321
Current liability for terminated vested participants2016-05-31515,372,883
Current liability for active participants non vested benefits2016-05-3143,490,389
Current liability for active participants vested benefits2016-05-31634,650,104
Total number of active articipats2016-05-312,728
Current liability for active participants2016-05-31678,140,493
Total participant count with liabilities2016-05-319,307
Total current liabilitoes for participants with libailities2016-05-311,940,489,313
Total employer contributions in plan year2016-05-3153,694,594
Total employee contributions in plan year2016-05-310
Prior year funding deficiency2016-05-310
Employer’s normal cost for plan year as of valuation date2016-05-3118,021,281
Prior year credit balance2016-05-31212,082,882
Amortization credits as of valuation date2016-05-3122,480,623
2015: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2015 401k membership
Total participants, beginning-of-year2015-06-019,308
Total number of active participants reported on line 7a of the Form 55002015-06-012,899
Number of retired or separated participants receiving benefits2015-06-012,188
Number of other retired or separated participants entitled to future benefits2015-06-013,202
Total of all active and inactive participants2015-06-018,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-011,080
Total participants2015-06-019,369
Number of employers contributing to the scheme2015-06-01397
Current value of assets2015-05-31904,995,569
Acturial value of assets for funding standard account2015-05-31904,995,569
Accrued liability for plan using immediate gains methods2015-05-311,060,130,629
Accrued liability under unit credit cost method2015-05-311,060,130,629
RPA 94 current liability2015-05-311,828,625,244
Expected increase in current liability due to benefits accruing during the plan year2015-05-3136,626,784
Expected release from RPA 94 current liability for plan year2015-05-3161,469,162
Expected plan disbursements for the plan year2015-05-3161,482,089
Current value of assets2015-05-31904,995,569
Number of retired participants and beneficiaries receiving payment2015-05-313,245
Current liability for retired participants and beneficiaries receiving payment2015-05-31711,731,521
Number of terminated vested participants2015-05-313,296
Current liability for terminated vested participants2015-05-31492,260,819
Current liability for active participants non vested benefits2015-05-3141,696,543
Current liability for active participants vested benefits2015-05-31582,936,361
Total number of active articipats2015-05-312,628
Current liability for active participants2015-05-31624,632,904
Total participant count with liabilities2015-05-319,169
Total current liabilitoes for participants with libailities2015-05-311,828,625,244
Total employer contributions in plan year2015-05-3149,143,736
Total employee contributions in plan year2015-05-310
Prior year funding deficiency2015-05-310
Employer’s normal cost for plan year as of valuation date2015-05-3117,395,374
Prior year credit balance2015-05-31205,114,559
Amortization credits as of valuation date2015-05-3123,713,445
2014: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2014 401k membership
Total participants, beginning-of-year2014-06-019,169
Total number of active participants reported on line 7a of the Form 55002014-06-012,728
Number of retired or separated participants receiving benefits2014-06-012,162
Number of other retired or separated participants entitled to future benefits2014-06-013,322
Total of all active and inactive participants2014-06-018,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011,096
Total participants2014-06-019,308
Number of employers contributing to the scheme2014-06-01412
Current value of assets2014-05-31581,245,525
Acturial value of assets for funding standard account2014-05-31623,990,688
Accrued liability for plan using immediate gains methods2014-05-31695,344,137
Accrued liability under unit credit cost method2014-05-31695,344,137
RPA 94 current liability2014-05-311,165,184,639
Expected increase in current liability due to benefits accruing during the plan year2014-05-3124,603,199
Expected release from RPA 94 current liability for plan year2014-05-3143,397,216
Expected plan disbursements for the plan year2014-05-3144,147,788
Current value of assets2014-05-31581,245,525
Number of retired participants and beneficiaries receiving payment2014-05-312,450
Current liability for retired participants and beneficiaries receiving payment2014-05-31474,013,982
Number of terminated vested participants2014-05-312,368
Current liability for terminated vested participants2014-05-31314,700,505
Current liability for active participants non vested benefits2014-05-3121,527,688
Current liability for active participants vested benefits2014-05-31354,942,464
Total number of active articipats2014-05-311,769
Current liability for active participants2014-05-31376,470,152
Total participant count with liabilities2014-05-316,587
Total current liabilitoes for participants with libailities2014-05-311,165,184,639
Total employer contributions in plan year2014-05-3130,436,272
Total employee contributions in plan year2014-05-310
Prior year funding deficiency2014-05-310
Employer’s normal cost for plan year as of valuation date2014-05-3111,988,753
Prior year credit balance2014-05-31160,615,804
Amortization credits as of valuation date2014-05-3120,472,165
2013: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2013 401k membership
Total participants, beginning-of-year2013-06-016,523
Total number of active participants reported on line 7a of the Form 55002013-06-012,628
Number of retired or separated participants receiving benefits2013-06-012,163
Number of other retired or separated participants entitled to future benefits2013-06-013,296
Total of all active and inactive participants2013-06-018,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011,082
Total participants2013-06-019,169
Number of employers contributing to the scheme2013-06-01417
2012: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2012 401k membership
Total participants, beginning-of-year2012-06-016,600
Total number of active participants reported on line 7a of the Form 55002012-06-011,741
Number of retired or separated participants receiving benefits2012-06-011,596
Number of other retired or separated participants entitled to future benefits2012-06-012,403
Total of all active and inactive participants2012-06-015,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-01783
Total participants2012-06-016,523
Number of employers contributing to the scheme2012-06-01410
2011: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2011 401k membership
Total participants, beginning-of-year2011-06-016,629
Total number of active participants reported on line 7a of the Form 55002011-06-011,753
Number of retired or separated participants receiving benefits2011-06-011,583
Number of other retired or separated participants entitled to future benefits2011-06-012,495
Total of all active and inactive participants2011-06-015,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-01769
Total participants2011-06-016,600
Number of employers contributing to the scheme2011-06-01375
2010: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2010 401k membership
Total participants, beginning-of-year2010-06-016,251
Total number of active participants reported on line 7a of the Form 55002010-06-012,227
Number of retired or separated participants receiving benefits2010-06-011,557
Number of other retired or separated participants entitled to future benefits2010-06-012,091
Total of all active and inactive participants2010-06-015,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-01754
Total participants2010-06-016,629
Number of employers contributing to the scheme2010-06-01410
2009: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2009 401k membership
Total participants, beginning-of-year2009-06-016,265
Total number of active participants reported on line 7a of the Form 55002009-06-012,497
Number of retired or separated participants receiving benefits2009-06-011,503
Number of other retired or separated participants entitled to future benefits2009-06-011,497
Total of all active and inactive participants2009-06-015,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-01754
Total participants2009-06-016,251
Number of employers contributing to the scheme2009-06-01404

Financial Data on PLUMBERS' PENSION FUND, LOCAL 130, U.A.

Measure Date Value
2023 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-05-31$-10,552,232
Total unrealized appreciation/depreciation of assets2023-05-31$-10,552,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$720,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$785,929
Total income from all sources (including contributions)2023-05-31$46,035,717
Total loss/gain on sale of assets2023-05-31$-425,454
Total of all expenses incurred2023-05-31$90,003,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$84,200,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$66,647,415
Value of total assets at end of year2023-05-31$1,443,680,794
Value of total assets at beginning of year2023-05-31$1,487,713,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$5,803,039
Total interest from all sources2023-05-31$938,044
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$2,052,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$2,052,851
Administrative expenses professional fees incurred2023-05-31$603,942
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Assets. Other investments not covered elsewhere at end of year2023-05-31$35,011,045
Assets. Other investments not covered elsewhere at beginning of year2023-05-31$37,483,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-31$515,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-05-31$10,539,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-05-31$92,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-05-31$31,568
Other income not declared elsewhere2023-05-31$13,057
Administrative expenses (other) incurred2023-05-31$1,286,209
Liabilities. Value of operating payables at end of year2023-05-31$628,333
Liabilities. Value of operating payables at beginning of year2023-05-31$754,361
Total non interest bearing cash at end of year2023-05-31$8,572,409
Total non interest bearing cash at beginning of year2023-05-31$8,779,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$-43,968,146
Value of net assets at end of year (total assets less liabilities)2023-05-31$1,442,959,804
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$1,486,927,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Assets. partnership/joint venture interests at end of year2023-05-31$142,199,814
Assets. partnership/joint venture interests at beginning of year2023-05-31$136,410,051
Investment advisory and management fees2023-05-31$3,912,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$59,021,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$67,056,765
Value of interest in pooled separate accounts at end of year2023-05-31$28,348,334
Value of interest in pooled separate accounts at beginning of year2023-05-31$27,821,305
Interest earned on other investments2023-05-31$2,901
Income. Interest from US Government securities2023-05-31$293,434
Income. Interest from corporate debt instruments2023-05-31$500,109
Value of interest in common/collective trusts at end of year2023-05-31$1,034,778,755
Value of interest in common/collective trusts at beginning of year2023-05-31$1,080,919,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$2,994,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$6,071,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$6,071,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-05-31$141,600
Assets. Value of investments in 103.12 investment entities at end of year2023-05-31$103,358,483
Assets. Value of investments in 103.12 investment entities at beginning of year2023-05-31$84,127,189
Asset value of US Government securities at end of year2023-05-31$10,574,481
Asset value of US Government securities at beginning of year2023-05-31$9,542,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-4,031,329
Net investment gain/loss from pooled separate accounts2023-05-31$686,426
Net investment gain or loss from common/collective trusts2023-05-31$-14,870,797
Net gain/loss from 103.12 investment entities2023-05-31$5,577,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31Yes
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$66,647,415
Employer contributions (assets) at end of year2023-05-31$6,041,138
Employer contributions (assets) at beginning of year2023-05-31$5,347,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$84,200,824
Asset. Corporate debt instrument debt (other) at end of year2023-05-31$12,148,901
Asset. Corporate debt instrument debt (other) at beginning of year2023-05-31$13,489,600
Assets. Value of buildings and other operty used in plan operation at end of year2023-05-31$115,168
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-05-31$125,618
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Aggregate proceeds on sale of assets2023-05-31$106,356,103
Aggregate carrying amount (costs) on sale of assets2023-05-31$106,781,557
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31LEGACY PROFESSIONALS
Accountancy firm EIN2023-05-31320043599
2022 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$9,503,886
Total unrealized appreciation/depreciation of assets2022-05-31$9,503,886
Total transfer of assets to this plan2022-05-31$106,880,792
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$785,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$739,302
Total income from all sources (including contributions)2022-05-31$27,045,491
Total loss/gain on sale of assets2022-05-31$-382,389
Total of all expenses incurred2022-05-31$79,901,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$74,352,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$57,073,546
Value of total assets at end of year2022-05-31$1,487,713,879
Value of total assets at beginning of year2022-05-31$1,433,642,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$5,549,054
Total interest from all sources2022-05-31$870,657
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$2,256,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$2,256,205
Administrative expenses professional fees incurred2022-05-31$596,245
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Assets. Other investments not covered elsewhere at end of year2022-05-31$37,483,659
Assets. Other investments not covered elsewhere at beginning of year2022-05-31$39,097,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$10,539,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$351,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-05-31$31,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$114,246
Other income not declared elsewhere2022-05-31$26,095
Administrative expenses (other) incurred2022-05-31$1,088,676
Liabilities. Value of operating payables at end of year2022-05-31$754,361
Liabilities. Value of operating payables at beginning of year2022-05-31$625,056
Total non interest bearing cash at end of year2022-05-31$8,779,283
Total non interest bearing cash at beginning of year2022-05-31$6,931,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-52,856,411
Value of net assets at end of year (total assets less liabilities)2022-05-31$1,486,927,950
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$1,432,903,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Assets. partnership/joint venture interests at end of year2022-05-31$136,410,051
Assets. partnership/joint venture interests at beginning of year2022-05-31$61,438,890
Investment advisory and management fees2022-05-31$3,864,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$67,056,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$55,080,918
Value of interest in pooled separate accounts at end of year2022-05-31$27,821,305
Value of interest in pooled separate accounts at beginning of year2022-05-31$27,329,438
Interest earned on other investments2022-05-31$3,284
Income. Interest from US Government securities2022-05-31$282,815
Income. Interest from corporate debt instruments2022-05-31$577,203
Value of interest in common/collective trusts at end of year2022-05-31$1,080,919,220
Value of interest in common/collective trusts at beginning of year2022-05-31$1,130,401,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$6,071,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$3,529,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$3,529,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$7,355
Assets. Value of investments in 103.12 investment entities at end of year2022-05-31$84,127,189
Assets. Value of investments in 103.12 investment entities at beginning of year2022-05-31$76,644,393
Asset value of US Government securities at end of year2022-05-31$9,542,363
Asset value of US Government securities at beginning of year2022-05-31$10,694,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-7,118,142
Net investment gain/loss from pooled separate accounts2022-05-31$678,851
Net investment gain or loss from common/collective trusts2022-05-31$-39,700,799
Net gain/loss from 103.12 investment entities2022-05-31$3,837,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$57,073,546
Employer contributions (assets) at end of year2022-05-31$5,347,965
Employer contributions (assets) at beginning of year2022-05-31$4,581,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$74,352,848
Asset. Corporate debt instrument debt (other) at end of year2022-05-31$13,489,600
Asset. Corporate debt instrument debt (other) at beginning of year2022-05-31$17,454,331
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$125,618
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$107,385
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$137,762,216
Aggregate carrying amount (costs) on sale of assets2022-05-31$138,144,605
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-05-31320043599
2021 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$13,354,431
Total unrealized appreciation/depreciation of assets2021-05-31$13,354,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$739,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$614,734
Total income from all sources (including contributions)2021-05-31$337,289,700
Total loss/gain on sale of assets2021-05-31$454,778
Total of all expenses incurred2021-05-31$76,301,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$71,676,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$53,662,438
Value of total assets at end of year2021-05-31$1,433,642,871
Value of total assets at beginning of year2021-05-31$1,172,530,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$4,625,564
Total interest from all sources2021-05-31$875,391
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$1,744,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$1,703,373
Administrative expenses professional fees incurred2021-05-31$527,567
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Assets. Other investments not covered elsewhere at end of year2021-05-31$39,097,668
Assets. Other investments not covered elsewhere at beginning of year2021-05-31$23,870,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$351,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$650,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$114,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$317,563
Other income not declared elsewhere2021-05-31$6,054
Administrative expenses (other) incurred2021-05-31$1,102,076
Liabilities. Value of operating payables at end of year2021-05-31$625,056
Liabilities. Value of operating payables at beginning of year2021-05-31$297,171
Total non interest bearing cash at end of year2021-05-31$6,931,191
Total non interest bearing cash at beginning of year2021-05-31$6,710,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$260,988,000
Value of net assets at end of year (total assets less liabilities)2021-05-31$1,432,903,569
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$1,171,915,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Assets. partnership/joint venture interests at end of year2021-05-31$61,438,890
Assets. partnership/joint venture interests at beginning of year2021-05-31$33,759,966
Investment advisory and management fees2021-05-31$2,995,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$55,080,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$72,956,214
Value of interest in pooled separate accounts at end of year2021-05-31$27,329,438
Value of interest in pooled separate accounts at beginning of year2021-05-31$26,727,988
Interest earned on other investments2021-05-31$460
Income. Interest from US Government securities2021-05-31$300,441
Income. Interest from corporate debt instruments2021-05-31$566,075
Value of interest in common/collective trusts at end of year2021-05-31$1,130,401,435
Value of interest in common/collective trusts at beginning of year2021-05-31$897,007,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$3,529,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$5,603,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$5,603,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$8,415
Assets. Value of investments in 103.12 investment entities at end of year2021-05-31$76,644,393
Assets. Value of investments in 103.12 investment entities at beginning of year2021-05-31$54,395,202
Asset value of US Government securities at end of year2021-05-31$10,694,902
Asset value of US Government securities at beginning of year2021-05-31$12,771,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$10,566,778
Net investment gain/loss from pooled separate accounts2021-05-31$768,485
Net investment gain or loss from common/collective trusts2021-05-31$247,026,785
Net gain/loss from 103.12 investment entities2021-05-31$8,829,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$53,662,438
Employer contributions (assets) at end of year2021-05-31$4,581,207
Employer contributions (assets) at beginning of year2021-05-31$4,938,863
Income. Dividends from common stock2021-05-31$41,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$71,676,136
Asset. Corporate debt instrument debt (other) at end of year2021-05-31$17,454,331
Asset. Corporate debt instrument debt (other) at beginning of year2021-05-31$15,447,893
Assets. Corporate common stocks other than exployer securities at end of year2021-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-05-31$17,572,455
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$107,385
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$116,620
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$167,734,915
Aggregate carrying amount (costs) on sale of assets2021-05-31$167,280,137
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-05-31320043599
2020 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$-4,569,243
Total unrealized appreciation/depreciation of assets2020-05-31$-4,569,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$614,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$617,033
Total income from all sources (including contributions)2020-05-31$117,846,771
Total loss/gain on sale of assets2020-05-31$-969,879
Total of all expenses incurred2020-05-31$73,455,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$69,014,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$62,434,427
Value of total assets at end of year2020-05-31$1,172,530,303
Value of total assets at beginning of year2020-05-31$1,128,140,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$4,440,166
Total interest from all sources2020-05-31$1,012,893
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$3,179,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$2,566,516
Administrative expenses professional fees incurred2020-05-31$620,417
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Assets. Other investments not covered elsewhere at end of year2020-05-31$23,870,727
Assets. Other investments not covered elsewhere at beginning of year2020-05-31$23,821,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$650,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$695,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$317,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$261,443
Other income not declared elsewhere2020-05-31$1,047
Administrative expenses (other) incurred2020-05-31$1,135,104
Liabilities. Value of operating payables at end of year2020-05-31$297,171
Liabilities. Value of operating payables at beginning of year2020-05-31$355,590
Total non interest bearing cash at end of year2020-05-31$6,710,286
Total non interest bearing cash at beginning of year2020-05-31$34,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$44,391,638
Value of net assets at end of year (total assets less liabilities)2020-05-31$1,171,915,569
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$1,127,523,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Assets. partnership/joint venture interests at end of year2020-05-31$33,759,966
Assets. partnership/joint venture interests at beginning of year2020-05-31$34,748,786
Investment advisory and management fees2020-05-31$2,684,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$72,956,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$74,926,098
Value of interest in pooled separate accounts at end of year2020-05-31$26,727,988
Value of interest in pooled separate accounts at beginning of year2020-05-31$26,009,807
Income. Interest from US Government securities2020-05-31$328,895
Income. Interest from corporate debt instruments2020-05-31$512,817
Value of interest in common/collective trusts at end of year2020-05-31$897,007,833
Value of interest in common/collective trusts at beginning of year2020-05-31$846,914,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$5,603,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$9,880,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$9,880,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$171,181
Assets. Value of investments in 103.12 investment entities at end of year2020-05-31$54,395,202
Assets. Value of investments in 103.12 investment entities at beginning of year2020-05-31$45,493,603
Asset value of US Government securities at end of year2020-05-31$12,771,534
Asset value of US Government securities at beginning of year2020-05-31$8,893,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$-4,536,401
Net investment gain/loss from pooled separate accounts2020-05-31$896,648
Net investment gain or loss from common/collective trusts2020-05-31$58,148,655
Net gain/loss from 103.12 investment entities2020-05-31$2,249,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$62,434,427
Employer contributions (assets) at end of year2020-05-31$4,938,863
Employer contributions (assets) at beginning of year2020-05-31$6,847,249
Income. Dividends from common stock2020-05-31$612,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$69,014,967
Asset. Corporate debt instrument debt (other) at end of year2020-05-31$15,447,893
Asset. Corporate debt instrument debt (other) at beginning of year2020-05-31$16,927,053
Assets. Corporate common stocks other than exployer securities at end of year2020-05-31$17,572,455
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$32,867,417
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$116,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$81,528
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$103,754,842
Aggregate carrying amount (costs) on sale of assets2020-05-31$104,724,721
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-05-31320043599
2019 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$-11,727,754
Total unrealized appreciation/depreciation of assets2019-05-31$-11,727,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$617,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$617,425
Total income from all sources (including contributions)2019-05-31$83,785,921
Total loss/gain on sale of assets2019-05-31$-631,112
Total of all expenses incurred2019-05-31$76,140,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$71,879,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$68,127,948
Value of total assets at end of year2019-05-31$1,128,140,964
Value of total assets at beginning of year2019-05-31$1,120,496,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$4,261,706
Total interest from all sources2019-05-31$991,872
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$3,671,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$3,038,934
Administrative expenses professional fees incurred2019-05-31$463,415
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Assets. Other investments not covered elsewhere at end of year2019-05-31$23,821,768
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$32,987,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$695,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$850,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$261,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$251,306
Other income not declared elsewhere2019-05-31$38,553
Administrative expenses (other) incurred2019-05-31$1,153,676
Liabilities. Value of operating payables at end of year2019-05-31$355,590
Liabilities. Value of operating payables at beginning of year2019-05-31$366,119
Total non interest bearing cash at end of year2019-05-31$34,276
Total non interest bearing cash at beginning of year2019-05-31$103,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$7,645,045
Value of net assets at end of year (total assets less liabilities)2019-05-31$1,127,523,931
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$1,119,878,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Assets. partnership/joint venture interests at end of year2019-05-31$34,748,786
Assets. partnership/joint venture interests at beginning of year2019-05-31$41,451,616
Investment advisory and management fees2019-05-31$2,644,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$74,926,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$86,909,375
Value of interest in pooled separate accounts at end of year2019-05-31$26,009,807
Value of interest in pooled separate accounts at beginning of year2019-05-31$25,003,438
Income. Interest from US Government securities2019-05-31$165,635
Income. Interest from corporate debt instruments2019-05-31$691,315
Value of interest in common/collective trusts at end of year2019-05-31$846,914,465
Value of interest in common/collective trusts at beginning of year2019-05-31$857,870,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$9,880,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$134,922
Assets. Value of investments in 103.12 investment entities at end of year2019-05-31$45,493,603
Asset value of US Government securities at end of year2019-05-31$8,893,212
Asset value of US Government securities at beginning of year2019-05-31$5,777,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-5,022,212
Net investment gain/loss from pooled separate accounts2019-05-31$1,178,043
Net investment gain or loss from common/collective trusts2019-05-31$25,662,387
Net gain/loss from 103.12 investment entities2019-05-31$1,496,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$68,127,948
Employer contributions (assets) at end of year2019-05-31$6,847,249
Employer contributions (assets) at beginning of year2019-05-31$6,403,307
Income. Dividends from common stock2019-05-31$632,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$71,879,170
Asset. Corporate debt instrument preferred debt at end of year2019-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-05-31$2,236,603
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$16,927,053
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$16,197,963
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$32,867,417
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$44,627,552
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$81,528
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$76,600
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$62,410,595
Aggregate carrying amount (costs) on sale of assets2019-05-31$63,041,707
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-05-31320043599
2018 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$7,056,457
Total unrealized appreciation/depreciation of assets2018-05-31$7,056,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$617,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$958,149
Total income from all sources (including contributions)2018-05-31$149,613,532
Total loss/gain on sale of assets2018-05-31$5,323,455
Total of all expenses incurred2018-05-31$68,396,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$64,240,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$62,608,362
Value of total assets at end of year2018-05-31$1,120,496,311
Value of total assets at beginning of year2018-05-31$1,039,620,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$4,156,511
Total interest from all sources2018-05-31$543,942
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$2,380,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$1,802,232
Administrative expenses professional fees incurred2018-05-31$576,374
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Assets. Other investments not covered elsewhere at end of year2018-05-31$32,987,520
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$30,661,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$850,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$736,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$251,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$248,548
Other income not declared elsewhere2018-05-31$129
Administrative expenses (other) incurred2018-05-31$993,992
Liabilities. Value of operating payables at end of year2018-05-31$366,119
Liabilities. Value of operating payables at beginning of year2018-05-31$709,601
Total non interest bearing cash at end of year2018-05-31$103,715
Total non interest bearing cash at beginning of year2018-05-31$314,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$81,216,756
Value of net assets at end of year (total assets less liabilities)2018-05-31$1,119,878,886
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$1,038,662,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Assets. partnership/joint venture interests at end of year2018-05-31$41,451,616
Assets. partnership/joint venture interests at beginning of year2018-05-31$37,806,583
Investment advisory and management fees2018-05-31$2,586,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$86,909,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$82,780,186
Value of interest in pooled separate accounts at end of year2018-05-31$25,003,438
Value of interest in pooled separate accounts at beginning of year2018-05-31$24,348,145
Income. Interest from US Government securities2018-05-31$65,393
Income. Interest from corporate debt instruments2018-05-31$478,411
Value of interest in common/collective trusts at end of year2018-05-31$857,870,967
Value of interest in common/collective trusts at beginning of year2018-05-31$816,793,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$4,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$4,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$138
Asset value of US Government securities at end of year2018-05-31$5,777,353
Asset value of US Government securities at beginning of year2018-05-31$3,004,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$2,326,957
Net investment gain/loss from pooled separate accounts2018-05-31$779,696
Net investment gain or loss from common/collective trusts2018-05-31$68,593,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$62,608,362
Employer contributions (assets) at end of year2018-05-31$6,403,307
Employer contributions (assets) at beginning of year2018-05-31$5,546,937
Income. Dividends from common stock2018-05-31$578,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$64,240,265
Asset. Corporate debt instrument preferred debt at end of year2018-05-31$2,236,603
Asset. Corporate debt instrument preferred debt at beginning of year2018-05-31$1,607,362
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$16,197,963
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$6,491,600
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$44,627,552
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$29,490,552
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$76,600
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$34,638
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$21,929,137
Aggregate carrying amount (costs) on sale of assets2018-05-31$16,605,682
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-05-31320043599
2017 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$10,971,812
Total unrealized appreciation/depreciation of assets2017-05-31$10,971,812
Total transfer of assets to this plan2017-05-31$15,704,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$958,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$497,158
Total income from all sources (including contributions)2017-05-31$162,692,307
Total loss/gain on sale of assets2017-05-31$4,197,309
Total of all expenses incurred2017-05-31$65,136,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$61,262,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$57,925,622
Value of total assets at end of year2017-05-31$1,039,620,279
Value of total assets at beginning of year2017-05-31$925,899,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$3,874,375
Total income from rents2017-05-31$61,356
Total interest from all sources2017-05-31$78,832
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$2,385,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$1,920,286
Assets. Real estate other than employer real property at end of year2017-05-31$0
Assets. Real estate other than employer real property at beginning of year2017-05-31$1,630,000
Administrative expenses professional fees incurred2017-05-31$615,188
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Assets. Other investments not covered elsewhere at end of year2017-05-31$30,661,563
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$27,433,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$736,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$798,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$248,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$184,558
Other income not declared elsewhere2017-05-31$26,112
Administrative expenses (other) incurred2017-05-31$1,099,096
Liabilities. Value of operating payables at end of year2017-05-31$709,601
Liabilities. Value of operating payables at beginning of year2017-05-31$312,600
Total non interest bearing cash at end of year2017-05-31$314,278
Total non interest bearing cash at beginning of year2017-05-31$1,046,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$97,555,424
Value of net assets at end of year (total assets less liabilities)2017-05-31$1,038,662,130
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$925,402,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Assets. partnership/joint venture interests at end of year2017-05-31$37,806,583
Assets. partnership/joint venture interests at beginning of year2017-05-31$35,520,082
Investment advisory and management fees2017-05-31$2,160,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$82,780,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$96,438,854
Value of interest in pooled separate accounts at end of year2017-05-31$24,348,145
Value of interest in pooled separate accounts at beginning of year2017-05-31$0
Income. Interest from US Government securities2017-05-31$9,512
Income. Interest from corporate debt instruments2017-05-31$69,314
Value of interest in common/collective trusts at end of year2017-05-31$816,793,130
Value of interest in common/collective trusts at beginning of year2017-05-31$733,539,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$4,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$4,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$4,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$6
Asset value of US Government securities at end of year2017-05-31$3,004,108
Asset value of US Government securities at beginning of year2017-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$5,969,712
Net investment gain/loss from pooled separate accounts2017-05-31$704,345
Net investment gain or loss from common/collective trusts2017-05-31$80,371,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$57,925,622
Employer contributions (assets) at end of year2017-05-31$5,546,937
Employer contributions (assets) at beginning of year2017-05-31$5,395,663
Income. Dividends from common stock2017-05-31$465,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$61,262,508
Asset. Corporate debt instrument preferred debt at end of year2017-05-31$1,607,362
Asset. Corporate debt instrument preferred debt at beginning of year2017-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$6,491,600
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$29,490,552
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$24,068,684
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$34,638
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$23,989
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$14,586,122
Aggregate carrying amount (costs) on sale of assets2017-05-31$10,388,813
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-05-31320043599
2016 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-9,398,872
Total unrealized appreciation/depreciation of assets2016-05-31$-9,398,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$497,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$942,512
Total income from all sources (including contributions)2016-05-31$43,863,822
Total loss/gain on sale of assets2016-05-31$3,524,258
Total of all expenses incurred2016-05-31$64,433,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$60,600,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$53,694,594
Value of total assets at end of year2016-05-31$925,899,382
Value of total assets at beginning of year2016-05-31$946,914,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$3,833,063
Total income from rents2016-05-31$66,606
Total interest from all sources2016-05-31$1
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$3,803,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$3,427,127
Assets. Real estate other than employer real property at end of year2016-05-31$1,630,000
Assets. Real estate other than employer real property at beginning of year2016-05-31$1,630,000
Administrative expenses professional fees incurred2016-05-31$746,290
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Assets. Other investments not covered elsewhere at end of year2016-05-31$27,433,200
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$45,658,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$798,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$1,134,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$184,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$524,165
Other income not declared elsewhere2016-05-31$69,839
Administrative expenses (other) incurred2016-05-31$1,234,506
Liabilities. Value of operating payables at end of year2016-05-31$312,600
Liabilities. Value of operating payables at beginning of year2016-05-31$418,347
Total non interest bearing cash at end of year2016-05-31$1,046,930
Total non interest bearing cash at beginning of year2016-05-31$1,081,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-20,569,752
Value of net assets at end of year (total assets less liabilities)2016-05-31$925,402,224
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$945,971,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Assets. partnership/joint venture interests at end of year2016-05-31$35,520,082
Assets. partnership/joint venture interests at beginning of year2016-05-31$41,187,150
Investment advisory and management fees2016-05-31$1,852,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$96,438,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$119,474,229
Interest earned on other investments2016-05-31$0
Value of interest in common/collective trusts at end of year2016-05-31$733,539,082
Value of interest in common/collective trusts at beginning of year2016-05-31$707,659,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$4,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$4,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$4,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-12,465,446
Net investment gain or loss from common/collective trusts2016-05-31$4,569,379
Net gain/loss from 103.12 investment entities2016-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$53,694,594
Employer contributions (assets) at end of year2016-05-31$5,395,663
Employer contributions (assets) at beginning of year2016-05-31$4,620,864
Income. Dividends from common stock2016-05-31$376,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$60,600,511
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$24,068,684
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$24,345,155
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$23,989
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$119,349
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$29,128,545
Aggregate carrying amount (costs) on sale of assets2016-05-31$25,604,287
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-05-31320043599
2015 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$-1,734,567
Total unrealized appreciation/depreciation of assets2015-05-31$-1,734,567
Total transfer of assets to this plan2015-05-31$494,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$942,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$62,472,461
Total income from all sources (including contributions)2015-05-31$103,136,461
Total loss/gain on sale of assets2015-05-31$3,477,804
Total of all expenses incurred2015-05-31$62,654,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$59,118,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$49,143,737
Value of total assets at end of year2015-05-31$946,914,488
Value of total assets at beginning of year2015-05-31$967,468,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$3,535,287
Total income from rents2015-05-31$66,172
Total interest from all sources2015-05-31$32,147
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$5,382,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$5,331,943
Assets. Real estate other than employer real property at end of year2015-05-31$1,630,000
Assets. Real estate other than employer real property at beginning of year2015-05-31$1,630,000
Administrative expenses professional fees incurred2015-05-31$982,067
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Assets. Other investments not covered elsewhere at end of year2015-05-31$45,658,094
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$31,574,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$1,134,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$864,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$524,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$61,910,327
Other income not declared elsewhere2015-05-31$3,322
Administrative expenses (other) incurred2015-05-31$1,092,339
Liabilities. Value of operating payables at end of year2015-05-31$418,347
Liabilities. Value of operating payables at beginning of year2015-05-31$562,134
Total non interest bearing cash at end of year2015-05-31$1,081,435
Total non interest bearing cash at beginning of year2015-05-31$1,803,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$40,482,326
Value of net assets at end of year (total assets less liabilities)2015-05-31$945,971,976
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$904,995,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Assets. partnership/joint venture interests at end of year2015-05-31$41,187,150
Assets. partnership/joint venture interests at beginning of year2015-05-31$49,391,867
Investment advisory and management fees2015-05-31$1,460,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$119,474,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$104,181,838
Interest earned on other investments2015-05-31$16
Value of interest in common/collective trusts at end of year2015-05-31$707,659,753
Value of interest in common/collective trusts at beginning of year2015-05-31$508,440,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$4,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$232,202,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$232,202,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$32,131
Assets. Value of investments in 103.12 investment entities at end of year2015-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-05-31$32,008,225
Asset value of US Government securities at end of year2015-05-31$0
Asset value of US Government securities at beginning of year2015-05-31$6,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$-5,602,380
Net investment gain or loss from common/collective trusts2015-05-31$49,158,706
Net gain/loss from 103.12 investment entities2015-05-31$3,208,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$49,143,737
Employer contributions (assets) at end of year2015-05-31$4,620,864
Employer contributions (assets) at beginning of year2015-05-31$4,912,150
Income. Dividends from common stock2015-05-31$50,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$59,118,848
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$339,386
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$24,345,155
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$119,349
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$113,106
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$52,238,827
Aggregate carrying amount (costs) on sale of assets2015-05-31$48,761,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-05-31320043599
2014 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-05-31$30,000
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$7,316,575
Total unrealized appreciation/depreciation of assets2014-05-31$7,346,575
Total transfer of assets to this plan2014-05-31$270,887,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$62,546,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$51,234,335
Total income from all sources (including contributions)2014-05-31$99,046,175
Total loss/gain on sale of assets2014-05-31$-1,115,207
Total of all expenses incurred2014-05-31$45,356,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$42,319,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$30,436,272
Value of total assets at end of year2014-05-31$967,542,148
Value of total assets at beginning of year2014-05-31$631,653,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$3,037,623
Total income from rents2014-05-31$-34,744
Total interest from all sources2014-05-31$815,357
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$2,519,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$2,519,548
Assets. Real estate other than employer real property at end of year2014-05-31$1,630,000
Assets. Real estate other than employer real property at beginning of year2014-05-31$1,600,000
Administrative expenses professional fees incurred2014-05-31$1,163,410
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Assets. Other investments not covered elsewhere at end of year2014-05-31$31,574,041
Assets. Other investments not covered elsewhere at beginning of year2014-05-31$12,314,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$938,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$26,619,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-05-31$61,984,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$17,043,975
Other income not declared elsewhere2014-05-31$32,168
Administrative expenses (other) incurred2014-05-31$804,638
Liabilities. Value of operating payables at end of year2014-05-31$562,134
Liabilities. Value of operating payables at beginning of year2014-05-31$34,190,360
Total non interest bearing cash at end of year2014-05-31$1,803,115
Total non interest bearing cash at beginning of year2014-05-31$3,044,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$53,689,209
Value of net assets at end of year (total assets less liabilities)2014-05-31$904,995,569
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$580,419,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Assets. partnership/joint venture interests at end of year2014-05-31$49,391,867
Assets. partnership/joint venture interests at beginning of year2014-05-31$46,138,423
Investment advisory and management fees2014-05-31$1,069,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$104,181,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$94,435,606
Interest earned on other investments2014-05-31$40,650
Income. Interest from US Government securities2014-05-31$353,782
Income. Interest from corporate debt instruments2014-05-31$388,285
Value of interest in common/collective trusts at end of year2014-05-31$508,440,370
Value of interest in common/collective trusts at beginning of year2014-05-31$318,951,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$232,202,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$25,794,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$25,794,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$32,640
Assets. Value of investments in 103.12 investment entities at end of year2014-05-31$32,008,225
Assets. Value of investments in 103.12 investment entities at beginning of year2014-05-31$0
Asset value of US Government securities at end of year2014-05-31$6,827
Asset value of US Government securities at beginning of year2014-05-31$60,745,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$218,839
Net investment gain or loss from common/collective trusts2014-05-31$54,925,738
Net gain/loss from 103.12 investment entities2014-05-31$3,901,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$30,436,272
Employer contributions (assets) at end of year2014-05-31$4,912,150
Employer contributions (assets) at beginning of year2014-05-31$4,925,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$42,319,343
Asset. Corporate debt instrument preferred debt at end of year2014-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-05-31$17,155,782
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$339,386
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$19,803,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$113,106
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$124,637
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$290,683,251
Aggregate carrying amount (costs) on sale of assets2014-05-31$291,798,458
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-05-31320043599
2013 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$3,686,447
Total unrealized appreciation/depreciation of assets2013-05-31$3,686,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$51,436,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$53,960,184
Total income from all sources (including contributions)2013-05-31$106,100,098
Total loss/gain on sale of assets2013-05-31$3,998,242
Total of all expenses incurred2013-05-31$44,250,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$40,918,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$31,926,898
Value of total assets at end of year2013-05-31$632,681,610
Value of total assets at beginning of year2013-05-31$573,355,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$3,332,068
Total income from rents2013-05-31$47,308
Total interest from all sources2013-05-31$2,731,836
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$3,659,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$3,059,568
Assets. Real estate other than employer real property at end of year2013-05-31$1,600,000
Assets. Real estate other than employer real property at beginning of year2013-05-31$1,600,000
Administrative expenses professional fees incurred2013-05-31$1,308,511
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Assets. Other investments not covered elsewhere at end of year2013-05-31$12,314,081
Assets. Other investments not covered elsewhere at beginning of year2013-05-31$10,406,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$26,619,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$23,963,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$17,043,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$14,338,854
Other income not declared elsewhere2013-05-31$339,816
Administrative expenses (other) incurred2013-05-31$1,195,772
Liabilities. Value of operating payables at end of year2013-05-31$34,190,360
Liabilities. Value of operating payables at beginning of year2013-05-31$39,592,878
Total non interest bearing cash at end of year2013-05-31$3,044,891
Total non interest bearing cash at beginning of year2013-05-31$8,529,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$61,849,902
Value of net assets at end of year (total assets less liabilities)2013-05-31$581,245,525
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$519,395,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Assets. partnership/joint venture interests at end of year2013-05-31$29,375,816
Assets. partnership/joint venture interests at beginning of year2013-05-31$1,994,342
Investment advisory and management fees2013-05-31$827,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$94,435,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$37,429,919
Interest earned on other investments2013-05-31$103,066
Income. Interest from US Government securities2013-05-31$1,229,620
Income. Interest from corporate debt instruments2013-05-31$1,399,150
Value of interest in common/collective trusts at end of year2013-05-31$318,009,750
Value of interest in common/collective trusts at beginning of year2013-05-31$285,217,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$25,794,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$18,862,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$18,862,983
Assets. Value of investments in 103.12 investment entities at end of year2013-05-31$16,539,590
Assets. Value of investments in 103.12 investment entities at beginning of year2013-05-31$21,370,937
Asset value of US Government securities at end of year2013-05-31$60,745,399
Asset value of US Government securities at beginning of year2013-05-31$73,634,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$1,946,120
Net investment gain or loss from common/collective trusts2013-05-31$56,514,992
Net gain/loss from 103.12 investment entities2013-05-31$1,248,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$31,926,898
Employer contributions (assets) at end of year2013-05-31$7,118,407
Employer contributions (assets) at beginning of year2013-05-31$5,965,347
Income. Dividends from common stock2013-05-31$600,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$40,918,128
Asset. Corporate debt instrument preferred debt at end of year2013-05-31$17,155,782
Asset. Corporate debt instrument preferred debt at beginning of year2013-05-31$11,187,807
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$19,803,523
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$17,370,778
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$55,600,650
Liabilities. Value of benefit claims payable at end of year2013-05-31$201,750
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$28,452
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$124,637
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$222,221
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$999,967,177
Aggregate carrying amount (costs) on sale of assets2013-05-31$995,968,935
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31KAPLAN & COMPANY
Accountancy firm EIN2013-05-31362152567
2012 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-626,190
Total unrealized appreciation/depreciation of assets2012-05-31$-626,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$53,960,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$15,081,734
Total income from all sources (including contributions)2012-05-31$29,820,726
Total loss/gain on sale of assets2012-05-31$-1,687,405
Total of all expenses incurred2012-05-31$43,214,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$39,789,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$25,708,124
Value of total assets at end of year2012-05-31$573,355,807
Value of total assets at beginning of year2012-05-31$547,871,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$3,425,140
Total income from rents2012-05-31$-1,370
Total interest from all sources2012-05-31$3,494,531
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$2,727,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$1,623,599
Assets. Real estate other than employer real property at end of year2012-05-31$1,600,000
Assets. Real estate other than employer real property at beginning of year2012-05-31$1,600,000
Administrative expenses professional fees incurred2012-05-31$1,470,932
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Assets. Other investments not covered elsewhere at end of year2012-05-31$10,406,202
Assets. Other investments not covered elsewhere at beginning of year2012-05-31$2,514,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$23,963,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$9,423,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$14,338,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$6,603
Other income not declared elsewhere2012-05-31$82,052
Administrative expenses (other) incurred2012-05-31$1,083,137
Liabilities. Value of operating payables at end of year2012-05-31$39,592,878
Liabilities. Value of operating payables at beginning of year2012-05-31$14,992,191
Total non interest bearing cash at end of year2012-05-31$8,529,014
Total non interest bearing cash at beginning of year2012-05-31$142,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-13,394,167
Value of net assets at end of year (total assets less liabilities)2012-05-31$519,395,623
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$532,789,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Assets. partnership/joint venture interests at end of year2012-05-31$1,994,342
Assets. partnership/joint venture interests at beginning of year2012-05-31$2,201,546
Investment advisory and management fees2012-05-31$871,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$37,429,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$10,948,024
Interest earned on other investments2012-05-31$215,656
Income. Interest from US Government securities2012-05-31$1,636,860
Income. Interest from corporate debt instruments2012-05-31$1,642,015
Value of interest in common/collective trusts at end of year2012-05-31$285,217,282
Value of interest in common/collective trusts at beginning of year2012-05-31$294,711,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$18,862,983
Assets. Value of investments in 103.12 investment entities at end of year2012-05-31$21,370,937
Assets. Value of investments in 103.12 investment entities at beginning of year2012-05-31$22,007,350
Asset value of US Government securities at end of year2012-05-31$73,634,689
Asset value of US Government securities at beginning of year2012-05-31$53,371,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-1,141,630
Net investment gain or loss from common/collective trusts2012-05-31$-658,234
Net gain/loss from 103.12 investment entities2012-05-31$1,923,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$25,708,124
Employer contributions (assets) at end of year2012-05-31$5,965,347
Employer contributions (assets) at beginning of year2012-05-31$6,050,798
Income. Dividends from common stock2012-05-31$1,103,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$39,789,753
Asset. Corporate debt instrument preferred debt at end of year2012-05-31$11,187,807
Asset. Corporate debt instrument preferred debt at beginning of year2012-05-31$24,445,869
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$17,370,778
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$41,708,916
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$55,600,650
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$78,557,197
Liabilities. Value of benefit claims payable at end of year2012-05-31$28,452
Liabilities. Value of benefit claims payable at beginning of year2012-05-31$82,940
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$222,221
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$187,789
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$790,919,479
Aggregate carrying amount (costs) on sale of assets2012-05-31$792,606,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31KAPLAN & COMPANY
Accountancy firm EIN2012-05-31362152567
2011 : PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$18,702,350
Total unrealized appreciation/depreciation of assets2011-05-31$18,702,350
Total transfer of assets to this plan2011-05-31$43,322,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$15,081,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$65,276,728
Total income from all sources (including contributions)2011-05-31$101,142,039
Total loss/gain on sale of assets2011-05-31$2,086,991
Total of all expenses incurred2011-05-31$40,604,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$37,412,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$21,584,169
Value of total assets at end of year2011-05-31$547,871,524
Value of total assets at beginning of year2011-05-31$494,206,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$3,191,516
Total income from rents2011-05-31$102,183
Total interest from all sources2011-05-31$3,969,154
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$1,574,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$443,276
Assets. Real estate other than employer real property at end of year2011-05-31$1,600,000
Assets. Real estate other than employer real property at beginning of year2011-05-31$1,600,000
Administrative expenses professional fees incurred2011-05-31$1,210,334
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31Yes
Amount of non-exempt transactions with any party-in-interest2011-05-31$24,155
Assets. Other investments not covered elsewhere at end of year2011-05-31$2,514,994
Assets. Other investments not covered elsewhere at beginning of year2011-05-31$4,060,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$9,423,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$56,197,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$6,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$6,603
Other income not declared elsewhere2011-05-31$727,294
Administrative expenses (other) incurred2011-05-31$1,046,155
Liabilities. Value of operating payables at end of year2011-05-31$14,992,191
Liabilities. Value of operating payables at beginning of year2011-05-31$65,133,040
Total non interest bearing cash at end of year2011-05-31$142,103
Total non interest bearing cash at beginning of year2011-05-31$52,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$60,537,839
Value of net assets at end of year (total assets less liabilities)2011-05-31$532,789,790
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$428,929,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Assets. partnership/joint venture interests at end of year2011-05-31$2,201,546
Assets. partnership/joint venture interests at beginning of year2011-05-31$2,442,520
Investment advisory and management fees2011-05-31$935,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$10,948,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$10,353,472
Interest earned on other investments2011-05-31$146,344
Income. Interest from US Government securities2011-05-31$2,057,251
Income. Interest from corporate debt instruments2011-05-31$1,765,559
Value of interest in common/collective trusts at end of year2011-05-31$294,711,828
Value of interest in common/collective trusts at beginning of year2011-05-31$203,373,050
Assets. Value of investments in 103.12 investment entities at end of year2011-05-31$22,007,350
Assets. Value of investments in 103.12 investment entities at beginning of year2011-05-31$16,607,201
Asset value of US Government securities at end of year2011-05-31$53,371,594
Asset value of US Government securities at beginning of year2011-05-31$71,773,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$151,276
Net investment gain or loss from common/collective trusts2011-05-31$46,043,578
Net gain/loss from 103.12 investment entities2011-05-31$6,200,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$21,584,169
Employer contributions (assets) at end of year2011-05-31$6,050,798
Employer contributions (assets) at beginning of year2011-05-31$5,097,807
Income. Dividends from common stock2011-05-31$1,131,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$37,412,684
Asset. Corporate debt instrument preferred debt at end of year2011-05-31$24,445,869
Asset. Corporate debt instrument preferred debt at beginning of year2011-05-31$22,537,224
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$41,708,916
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$32,861,651
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$78,557,197
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$67,109,136
Liabilities. Value of benefit claims payable at end of year2011-05-31$82,940
Liabilities. Value of benefit claims payable at beginning of year2011-05-31$137,085
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$187,789
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$140,015
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$746,828,136
Aggregate carrying amount (costs) on sale of assets2011-05-31$744,741,145
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31KAPLAN & COMPANY
Accountancy firm EIN2011-05-31362152567

Form 5500 Responses for PLUMBERS' PENSION FUND, LOCAL 130, U.A.

2022: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedYes
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedYes
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Submission has been amendedYes
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: PLUMBERS' PENSION FUND, LOCAL 130, U.A. 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02158
Policy instance 1
Insurance contract or identification numberGA02158
Number of Individuals Covered9305
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $159,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees159397
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
Insurance broker organization code?0
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02158
Policy instance 1
Insurance contract or identification numberGA02158
Number of Individuals Covered8692
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $186,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees186985
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
Insurance broker organization code?0
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02158
Policy instance 1
Insurance contract or identification numberGA02158
Number of Individuals Covered8786
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $182,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees182069
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
Insurance broker organization code?0
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02158
Policy instance 1
Insurance contract or identification numberGA02158
Number of Individuals Covered8971
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $178,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees178466
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
Insurance broker organization code?0
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02158
Policy instance 1
Insurance contract or identification numberGA02158
Number of Individuals Covered9019
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $171,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees171674
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
Insurance broker organization code?0
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02158
Policy instance 1
Insurance contract or identification numberGA02158
Number of Individuals Covered9040
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $166,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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